AJ Secrist from Firstlight Management discussed his thesis for Lamb Weston (LW). LW is a very strong business, and AJ thinks the market is missing just how much margin upside there is as COVID era deals with large customers reprice and the company laps 2021’s disastrous potato crop. &nbsp;
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Why will LW's margins accelerate now?&nbsp;

Industry demand and supply dynamics&nbsp;

Capital allocation and share buybacks&nbsp;

Management incentives and share price targets&nbsp;

Potential private equity or BRK end games&nbsp;

A little more discussion on LW's potential P/E multiple&nbsp;

What happens if we have a low carb craze again?

Avi Fisher from Long Cast Advisors on CoreCard $CCRD

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.

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