Nitin Sacheti breaks down $VATE's SOTP

Nitin Sacheti breaks down $VATE's SOTP

Up next

Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Tolu Bukola from Aganju Capital about DraftKings and the growing threat from prediction markets. Tolu explains DraftKings’ business model, highlighting both sports betting and the expanding iGaming segme ...  Show more

April 2026 Random Ramblings

In this episode of Yet Another Value Podcast, host Andrew Walker shares his April monthly ramblings, covering a range of investing topics top of mind. He examines the recent selloff in SaaS companies and why they may not be as attractive as they appear. Andrew explores the idea o ...  Show more

Recommended Episodes

Bruce Flatt on Value, Discipline, and Durability
The Knowledge Project

Brookfield CEO Bruce Flatt reveals the investment philosophy behind building one of the world's largest alternative asset managers with over a trillion dollars under management. At the core of Brookfield's strategy is a disciplined focus on downside protection that has delivered ...  Show more

Rishi Renjen - Evolving Your Investment Process
Value Investing with Legends

Today's conversation is with Rishi Renjen, the Founder and Chief Investment Officer of ROAM Global Management. Before founding ROAM Global, he was a Managing Director and Sector Head at Maverick Capital, a Partner at TPG-Axon Capital, and a Senior Analyst at Glenview Capital. ...

  Show more

Will DAOs Break the Power of Venture Capitalists?
The Breakdown

In addition to the deep dive into distributed autonomous organizations, or DAOs, and their future in venture capital, today’s “The Brief” covers: Bitcoin futures trading approved for some Bank of America clients Stablecoin discussions entering the upper echelons of U.S. gove ...  Show more

MM 228: The Keys to Build Wealth
Market Mondays

In this episode of Market Mondays, we tackle key investment topics, starting with the recent movements in SMCI stock and whether Palantir could become the next NVDA. We explore strategies for easing family members into investing, making it approachable without overwhelming them. ...  Show more