by Andrew Walker
Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer
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April 15, 2025
Andrew Walker, host of Yet Another Value Podcast, discusses the strategic alternatives of KROS and the importance of investor engagement in the biotech sector.
April 9, 2025
Andrew Walker examines Keros Therapeutics' struggles and potential value, discussing corporate governance and shareholder alignment in the biotech industry
April 8, 2025
<p>In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Marc Chalfin of Windward Capital to discuss Turtle Beach. Known for its gaming headsets and peripherals, Turtle Beach is at the center of a compelling capital allocation story. Marc outlines why the company’s recent PDP acquisition, aggressive buyback strategy, and positioning ahead of the Nintendo Switch refresh and GTA VI release create a rare opportunity. He also breaks down the company’s corporate turnaround, supply chain adjustments, and potential paths to a strategic or private equity exit. If you’re following gaming or capital discipline stories, this one's for you.______________________________________________________________________[00:01:29] Marc Chalfin shares an update on Groupon and transitions to Turtle Beach[00:02:23] Introduction to Turtle Beach’s business model and market share in gaming peripherals[00:03:58] Market size, product dominance, and recent analyst coverage[00:05:46] Chalfin discusses the history of Turtle Beach, Donerail’s involvement, and management changes[00:10:01] Operational struggles from supply chain issues and lack of gaming software[00:11:30] Strategic acquisition of PDP and importance of Nintendo licensing[00:13:03] Financial upside: EBITDA expansion potential, buybacks, and capital structure[00:16:38] Addressing the commoditization concern in gaming hardware[00:18:02] Peer comparisons with Logitech and Corsair[00:20:20] Philosophy on capital allocation and shrinking the share count[00:23:09] Tariff headwinds and Turtle Beach’s supply chain response[00:25:28] Catalysts: Nintendo Switch refresh and GTA VI as revenue drivers[00:27:34] Chalfin explains the buyback slowdown and loan covenants[00:29:53] Long-term guidance and thoughts on sustainable revenue growth[00:31:21] Endgame scenario: strategic sale or private equity exit[00:36:28] Risks: liquidity and execution on buybacks[00:40:11] Timing of potential buybacks and views on tender offer strategy[00:43:27] Closing thoughts on alignment with management and capital return strategyLinks:Windward Capital: https://www.windwardmg.com/See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer</p>
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