Creator Profile
Yet Another Value Podcast
YouTube | Stock
11.7K followers
Visit creator profilePerformance since March 27, 2026
- Creator strategy
- +5.11%
- S&P 500
- +5.79%
- Edge
- -0.68%
- Success rate
- Locked
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Recent Posts
Latest published research
September 7, 2026
$TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital
The podcast discusses Tiendas 3B (TBBB), a Mexican discount retailer, comparing its model to Aldi. The core questions revolve around the company's ability to scale from 3500 to 15000 stores and whether the current high valuation is justified given its rapid growth potential. The guest, Alberto Padilla from Fruit Tree Capital, provides insights into the company's strategy and valuation.
August 25, 2026
How to win a stock pitch competition | lessons from an Ira Sohn winner
The host discusses how to win a stock pitch competition, aimed at college and MBA students. He explains the purpose of the episode, mentions that AI generated the presentation slides, and provides disclaimers about investment advice. He also highlights TRDA as a useful platform for researching stocks and preparing for competitions.
August 18, 2026
At 25 distributors are the dumbest business $DNOW #investing #stocks
The creator expresses a strong affinity for distributors as a business model, highlighting their sustainable benefits, particularly in the context of the AI boom. Companies like Fastenal and Wesco are mentioned as beneficiaries of this trend.