Creator Profile
Yet Another Value Podcast
YouTube | Stock
11.5K followers
Visit creator profilePerformance since March 27, 2026
- Creator strategy
- +6.85%
- S&P 500
- +5.14%
- Edge
- +1.71%
- Success rate
- Locked
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Recent Posts
Latest published research
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.
August 14, 2026
$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
This podcast episode features Steve Gorlick from Firebird Management discussing DNOW, an oil and gas distributor. Gorlick believes the company, which spun off 10 years ago, is poised for significant growth due to favorable industry conditions, low capex, sticky customer relationships, and rollup opportunities. He suggests the stock could double based on projected 2029 numbers, highlighting that integration is complete and free cash flow is expected to surge.