Yet Another Value Podcast

Sustainable Copper Mining Startup

The podcast discusses the growing demand for copper driven by technological advancements and energy transitions. Entrepreneurs could establish a startup focused on sustainable copper mining practices, utilizing innovative extraction methods that minimize environmental impact. The startup could target the renewable energy sector, electric vehicle manufacturers, and construction companies needing copper for wiring and infrastructure. By implementing eco-friendly practices, the venture would not only appeal to socially conscious investors but also align with global sustainability goals. Potential strategies could include partnerships with technology developers and utilizing grants or subsidies for green mining operations.

Product High Score: 7.2/10

From: Old West's Brian Laks dives into metals, mining, and uranium

AI-Driven Energy Management Systems

The podcast highlights the growing intersection between AI and energy management. Entrepreneurs can develop AI-driven systems that optimize energy consumption in data centers and other energy-intensive operations. These systems would analyze real-time energy data and provide actionable insights for reducing costs and maximizing efficiency. Target customers would include data center operators, manufacturing facilities, and large commercial buildings looking to cut energy costs and improve sustainability. Tools like machine learning algorithms and IoT sensors could be utilized to create a robust solution that not only maximizes efficiency but also adapts to changing energy demands.

SaaS Medium Score: 7.2/10

From: Old West's Brian Laks dives into metals, mining, and uranium

Critical Minerals Consulting Firm

With governments increasingly focusing on critical minerals for national security and energy independence, a consulting firm specializing in the strategic sourcing of critical minerals could be invaluable. This firm would guide companies on navigating tariffs, understanding market dynamics, and identifying reliable local sources for minerals. Clients could include manufacturing firms, tech companies, and energy producers facing supply chain constraints. By leveraging knowledge of government policies and market trends, the firm would help clients secure necessary materials while minimizing risks associated with geopolitical tensions.

Service Medium Score: 7.4/10

From: Old West's Brian Laks dives into metals, mining, and uranium

Niche Scientific Equipment Marketplace

Develop a marketplace focusing on the buying and selling of niche scientific equipment, targeting private small businesses and labs looking to exit or upgrade their equipment. This platform would facilitate the acquisition of scientific instruments like vacuum chambers or cooling units while providing current and potential buyers with comparative data on pricing, specifications, and use cases. Entrepreneurs could implement this by partnering with universities to identify labs needing to downsize, and promoting the platform through industry conferences and relevant seminars. The target audience would be scientific institutions, small laboratories, and startups in research sectors. Marketing strategies could include SEO, paid ads in scientific journals, and content marketing targeted at niche scientific communities.

Marketplace High Score: 7.2/10

From: Hidden Gems' Chris Waller Judges Scientific Thesis

Subscription-Based Educational Content for Investors

Launch a subscription-based platform offering high-quality educational content, such as research articles and market insights aimed at investors. The platform can provide deep dives into market analysis, stock evaluations, and investment strategies similar to Chris Waller's Substack. By offering a mix of free and premium content, the platform can attract different levels of investors. The target audience would be retail investors, finance enthusiasts, and professionals seeking to enhance their market knowledge. Content can be marketed through podcasts, webinars, and collaborations with financial influencers to drive membership growth.

Content Medium Score: 7.6/10

From: Hidden Gems' Chris Waller Judges Scientific Thesis

Anonymized Investor Insights Platform

Create a platform similar to Trotta, focusing on anonymized discussions about investment strategies and stock evaluations. Users can contribute their insights, and others can access these discussions to understand the thought processes behind stock movements. This platform would attract both novice and experienced investors looking for community insights without revealing personal identities. By offering paid memberships for premium features (such as detailed analytics or expert consultations), creators could monetize the platform. The target audience would include investors, finance students, and anyone interested in learning about market dynamics. Tactics could include leveraging existing finance communities on social media and utilizing SEO strategies to draw traffic to the platform.

Community Medium Score: 7.2/10

From: Hidden Gems' Chris Waller Judges Scientific Thesis

Microcap Investment Research Newsletter

What it is: A paid, subscription-based newsletter or membership that publishes deep-dive, primary-research write-ups on overlooked small-cap or microcap public companies (example: Harris Perlman's Seneca Foods write-up). The product is structured as regular long-form analysis (PDF/HTML), model downloads, and a members-only discussion thread or Discord. How to implement: Start with a single flagship research piece (long-form PDF + financial model) and publish on Substack or Ghost; use Twitter/X and niche finance forums (microcap/value-investing communities) to distribute. Monetize via monthly/yearly subscriptions, one-off paid reports, and optional paid consulting calls. Use free sources (SEC filings, company annual reports) for research; optionally license transcript or expert-call services (Stream/AlphaSense mentioned in the episode) to supplement primary research. Offer tiers: free sampler newsletter, paid model+deep dive, and premium access (Q&A, live calls). Problem solved & target audience: Retail value investors, small funds, and high-net-worth individuals who lack time or expertise to do deep, primary qualitative research on microcaps. The newsletter reduces search cost and provides investable ideas with models. Tactics/tools mentioned: distribute via Twitter, host write-ups on Google Drive/linked pages (as Harris did), reference filings and annual reports, and leverage podcast/show links to drive signups.

Content Medium Score: 7.2/10

From: HSP Capital's Harris Perlman unpacks vegetable canner, Seneca Foods $SENEA

LIFO-adjusted Asset Valuation Tool

What it is: A finance-focused digital product (spreadsheet + web tool / SaaS) that automatically identifies companies using LIFO, calculates LIFO-to-FIFO adjustments, quantifies LIFO reserves, and produces replacement-cost/revalued tangible book and post-LIFO EBITDA metrics for investor use. The episode makes LIFO and its impact on Seneca Foods central to the investment thesis — this tool packages that exact adjustment as a product. How to implement: Build an initial Excel/Google Sheets template that scrapes SEC filings (10-Ks/10-Qs), detects LIFO disclosures, and computes per-share LIFO reserves and adjusted book value. Expand to a web app that runs scheduled scrapes, offers downloadable adjusted financial statements, and provides simple replacement-cost add-ons (user inputs or industry comps). Monetize via one-time report purchases or monthly subscription access for retail investors and small funds. Integrate optional data sources (EDGAR, XBRL) and provide tutorial content explaining practical accounting impacts. Problem solved & target audience: Many retail and small institutional investors miss accounting quirks like LIFO; the tool reduces manual effort, standardizes adjustments, and surfaces mispriced companies. Tools/tactics mentioned: SEC filings, LIFO reserve math and replacement-cost reasoning discussed in episode — these form the product's core logic.

SaaS Medium Score: 7.0/10

From: HSP Capital's Harris Perlman unpacks vegetable canner, Seneca Foods $SENEA

AI Expert-Call Marketplace with Transcripts

What it is: A digital marketplace that connects paying clients (buy-side researchers, retail investors, consultancies) with industry experts for one-on-one calls, records those calls, and provides AI-powered searchable transcripts and summarized insights. The episode sponsor (Stream) lays out this exact model as a service for investment research; entrepreneurs can target niche verticals or underserved geographies. How to implement: Build an MVP using off-the-shelf scheduling (Calendly), Zoom for calls, automated transcription APIs (OpenAI Whisper, AssemblyAI), and a searchable frontend (Elasticsearch or hosted vector DB). Recruit a supply of vetted experts in one niche (e.g., agriculture & food manufacturing or microcap executives). Price via pay-per-call, subscription access to the transcript library, and premium analyst-led calls. Add compliance workflows (NDAs, consent), quality control (ratings/peer reviews), and optional analyst-led services. Problem solved & target audience: Reduces the friction and cost of sourcing primary expert insight and searchable knowledge for investment/industry research teams, independent investors, and consultancies. The episode explicitly advertises this model, making it a validated demand signal. Tactics/tools mentioned in episode: AI search, large transcript libraries, buy-side analyst-conducted calls.

Marketplace High Score: 6.8/10

From: HSP Capital's Harris Perlman unpacks vegetable canner, Seneca Foods $SENEA

Distressed Real Estate Marketplace

This business idea involves creating a digital marketplace dedicated to connecting investors with distressed real estate assets. The platform would aggregate listings from developers and property owners who are facing liquidity challenges or approaching distress cycles. Offering robust analytics, the marketplace would provide detailed financial histories, risk assessments, and potential return projections on each asset. By incorporating data feeds, expert commentary, and historical comparables, the platform can help digital entrepreneurs and smaller investment firms identify undervalued opportunities within the real estate sector. This approach not only bridges the information gap for potential buyers but also offers a streamlined channel for distressed sellers to reach a larger pool of capital. The marketplace could initially focus on publicly traded real estate assets and then expand into private deals, leveraging automated matching algorithms and integrated due diligence tools. The target audience includes family offices, boutique investment firms, and sophisticated individual investors looking for high-potential, undervalued real estate investments.

Marketplace Medium Score: 7.4/10

From: Bill Chen on why the opportunity exists right now in publicly-traded Real Estate