Yet Another Value Podcast
Summary
Yet Another Value Podcast is hosted by Andrew Walker covering Valuation, M&A Strategy, Roll-up Strategy, and M&A. Notable guests include Chris Paryse, Adam May (Physician, Dermatologist, and Biotech Investor), Roderick van Zuylen (Night Watch), and Andy Summers (CIO, Summers Value). Episodes span from Mar 2026 to Apr 2026.
Sprout Social's stock has plummeted over 75% in the past year amid the 'SaaSpocalypse,' creating a potential deep value opportunity as the market indiscriminately sells off smaller SaaS companies. ...
LandBridge (LB) is presented as a premier Permian land-based royalty company whose primary value lies in its surface rights, not its mineral rights, which are a small and lower-quality part of the ...
The market's 'SaaSpocalypse' narrative, which panicked investors in early 2024, is likely overblown for high-quality, incumbent SaaS companies. Artificial intelligence is being positioned as an ena...