Yet Another Value Podcast

Nintendo has no new flagship title until 2027, Accrued Interest finds

15 calls: Why he says the Nintendo flywheel never existed, what a flat subscription base tells him about the ecosystem, and why Spotify still beats…

19 hrs ago • The Scuttlebutt

MicroCapClub founder: most micro caps deserve to be sold, not owned

18 lessons: The hold period a professional micro-cap investor actually runs, why he says 30 meetings with CEOs change what you hear, and how he gets out…

Sep 16 • The Scuttlebutt

Zack Buckley: Priority trades at 4 to 5x free cash flow and he values it near $19

12 arguments: What the 84%-margin Treasury business is actually worth, why June's Payoneer deal reset the negotiation, and the risk-reward he frames as…

Sep 12 • The Scuttlebutt

Yaron Naymark: Limbach missed the data center boom, and the stock halved for it

14 takeaways: Why he calls the EBITDA drop fixed-cost math rather than a broken business, what the $30M CYMCOR deal buys, and the path to $200 a share

Sep 2 • The Scuttlebutt

Hugo Navarro: Seeing Machines is a duopoly Europe just made compulsory, at 11x free cash flow | Yet Another Value Podcast

Why the convertible due in October is the reason it is cheap, what keeps the fleet trials from converting, and why he still calls it one of the riskiest…

Aug 31 • The Scuttlebutt

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