Yet Another Value Podcast

71
Investing #211

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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Recent Episodes
  • Recurve Capital's Aaron Chan on Cogent $CCOI
    Jun 11, 2025 – 01:26:00
  • Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC
    Jun 6, 2025 – 00:54:34
  • The Snowball (May 2025 Fintwit Book Club)
    Jun 4, 2025 – 01:15:15
  • Muddy Waters' Darren McLean on investing in the mining sector
    Jun 3, 2025 – 00:55:26
  • Fintool's Nicolas Bustamante on using AI to improve in investing
    May 29, 2025 – 01:08:24
  • Pitch the PM's Doug Garber on $TUSK's mammoth cash balance
    May 26, 2025 – 00:51:56
  • Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital
    May 21, 2025 – 00:34:11
  • Pershing Square Challenge 2025 winners on Carlisle $CSL
    May 19, 2025 – 01:03:49
  • Random Ramblings May 2025
    May 14, 2025 – 00:35:18
  • Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA
    May 8, 2025 – 01:24:30
  • Clashing Over Commerce (Fintwit Book Club April 2025)
    May 2, 2025 – 01:00:47
  • AI in Investing with Daloopa's founder Thomas Li
    Apr 30, 2025 – 01:05:59
  • Random Ramblings April 2025
    Apr 15, 2025 – 00:28:00
  • Avoiding the Zombie Biopharm trap at Keros $KROS
    Apr 9, 2025 – 00:34:47
  • Windward's Marc Chalfin Turtle Beach Thesis $TBCH
    Apr 8, 2025 – 00:45:45
  • David Capital's Adam Patinkin Updates the Vistry Thesis $VTY
    Apr 5, 2025 – 01:00:55
  • Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)
    Apr 2, 2025 – 01:01:25
  • March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff
    Apr 1, 2025 – 01:05:54
  • David Capital Partners' Adam Patinkin on Lifecore's CDMO business $LFCR
    Mar 31, 2025 – 01:11:52
  • Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG
    Mar 24, 2025 – 01:09:50
  • Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov
    Mar 21, 2025 – 00:31:35
  • Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
    Mar 19, 2025 – 00:59:11
  • Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company
    Mar 14, 2025 – 00:47:50
  • Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter
    Mar 11, 2025 – 00:48:00
  • Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwit Book Club)
    Mar 5, 2025 – 00:54:01
  • Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research
    Feb 28, 2025 – 00:29:12
  • Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings
    Feb 26, 2025 – 00:54:45
  • Yet Another Value's special situation: Sage Therapeutics $SAGE
    Feb 20, 2025 – 00:36:34
  • Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA
    Feb 19, 2025 – 00:52:32
  • Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN
    Feb 13, 2025 – 00:45:32
  • SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers
    Feb 11, 2025 – 01:03:13
  • Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy
    Feb 7, 2025 – 01:07:07
  • Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model
    Feb 4, 2025 – 01:12:43
  • 1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis
    Feb 2, 2025 – 01:03:32
  • Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT
    Jan 22, 2025 – 00:52:46
  • Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"
    Jan 21, 2025 – 01:11:36
  • More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club January 2025)
    Jan 15, 2025 – 01:05:32
  • Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL
    Jan 2, 2025 – 01:04:40
  • Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives
    Dec 27, 2024 – 00:25:28
  • Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB
    Dec 20, 2024 – 00:48:42
  • Asheville Capital Management's Jake Barfield on InPost's scaling moat
    Dec 5, 2024 – 01:12:39
  • First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail
    Nov 23, 2024 – 00:50:48
  • Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks
    Nov 20, 2024 – 00:26:06
  • Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services
    Nov 15, 2024 – 00:46:31
  • KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL
    Nov 8, 2024 – 01:04:15
  • Random Ramblings October 2024: networking with good investors, geopolitical risks, energy, probabilities
    Oct 25, 2024 – 00:25:42
  • Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market
    Oct 17, 2024 – 01:01:44
  • GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis
    Oct 13, 2024 – 01:00:47
  • Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger
    Sep 26, 2024 – 01:09:02
  • Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame
    Sep 24, 2024 – 00:21:45
Recent Reviews
  • RyanIsGay
    Love Random Ramblings
    Keep them up!
  • Andy L*
    Love the ramblings podcasts!
    Keep them going
  • Dunbelieveable
    Can’t pronounce his way out of a paper bag
    Whenever I say to myself “I want to pronounce a word wrong” I pull this podcast up and just listen to the way he butchers peoples names and the names of their funds. Also it’s great to hear the ideas he likes because it’s great to do otherwise Jim Cramer of podcasts.
  • asianmenace
    Great Podcast
    One of the best, if not the best, value investing podcasts on the internet today!
  • .traveling
    Terrific podcast. Focused. Andrew comes prepared.
    This is a great podcast discussing individual stocks, probably the best podcast examining the investment case for individual companies. Andrew comes prepared, asks great questions, and cuts to the meat of the issues. Outstanding.
  • Pzbokker
    Sound quality is horrible
    The content is interesting, but recently the audio quality is so horrible I can’t listen. Too bad…
  • jscchhh
    Do content. Nix ads. Get more stars.
    ^^^^
  • JQC3
    John C
    Andrew’s guest provide great insight in to the ways professional investors analyze companies. Love the deep dive format. Love the coverage of small companies I would never hear about elsewhere.
  • AdamIDGAFWMNI
    Love this podcast!!
    I look forward to each episode, love hearing how his guests analyze companies and learn a ton. This is a great podcast!!
  • Kurt from Seattle
    High Quality Guests and Great Host
    My favorite investing podcast by far. Only constructive feedback (and I hope Andrew reads this) is to have a woman investor on the show for a pitch. I think I’m eighty episodes in and it is all dudes, every single episode. It’s a testosterone heavy industry but there are some fantastic female investors out there. Andrew seems like a humble and self-aware person and am certain this is not on purpose but hope he takes this observation to heart!
  • Raza Z
    Great podcast from a smart investor
    Been reading Andrew’s blog and listening to Andrew’s podcasts since the Rangeley Capital podcast days - another great show full of great investing insights and interesting arguements
  • Bobby Shea
    Excellent stuff
    Really enjoying this podcast and the deep dives on each name so far. Highly recommend for anyone interested in finance/markets.
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