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Yet Another Value Podcast

Andrew Walker

EN-US392 episodes
businessinvesting

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-disclaim...

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Episodes (392)

Artem Fokin on Improving with AI and Expert Calls

Yet Another Value Podcast

Sep 18, 20251:02:12pending

Sophon Capital's Thunderbird Entertainment Thesis $TBRD

Yet Another Value Podcast

Sep 12, 202557:32pending

Yummy Century Egg's Guowei Zhang Echostar follow up $SATS

Yet Another Value Podcast

Sep 8, 20251:00:06pending

Railroader (August 2025 fintwit book club)

Yet Another Value Podcast

Sep 2, 202558:46pending

How to get a job in investing

Yet Another Value Podcast

Aug 28, 202536:22pending

Guinea Value's Jingshu Zhang on $EDU

Yet Another Value Podcast

Aug 24, 202550:08pending

Perfecting the Investing Craft with Caro-Kann’s Artem Fokin

Yet Another Value Podcast

Aug 21, 20251:26:12pending

August 2025 Random Ramblings

Yet Another Value Podcast

Aug 19, 202530:44pending

SemiAnalysis' Jeremie Eliahou Ontiveros on all things datacenter / power

Yet Another Value Podcast

Aug 18, 20251:00:18pending

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

Yet Another Value Podcast

Aug 14, 202556:54pending

Hidden Gems' Chris Waller Judges Scientific Thesis

Yet Another Value Podcast

Aug 11, 202552:07pending

Anek Capital's Orel Levy's Cellebrite Thesis $CLBT

Yet Another Value Podcast

Aug 1, 20251:00:21pending

Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Cl...

Yet Another Value Podcast

Jul 29, 202559:46pending

Kingdom Capital's David Bastian on United Natural Foods $UNFI

Yet Another Value Podcast

Jul 25, 202559:18pending

Random Ramblings July 2025

Yet Another Value Podcast

Jul 23, 202527:06pending

Midyear 2025 podcast ideas updates

Yet Another Value Podcast

Jul 10, 202533:01pending

How Countries Go Broke (June 2025 Fintwit Book Club)

Yet Another Value Podcast

Jun 26, 20251:06:40pending

Yummy Century Egg's Guowei Zhang on Echostar $SATS

Yet Another Value Podcast

Jun 24, 20251:11:15pending

Rhizome Partner's Bill Chen's post-NAREIT takeaways

Yet Another Value Podcast

Jun 19, 20251:16:42pending

Findell Capital's Brian Finn on Oportun $OPRT

Yet Another Value Podcast

Jun 16, 202545:48pending

Recurve Capital's Aaron Chan on Cogent $CCOI

Yet Another Value Podcast

Jun 11, 20251:26:00pending

Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC

Yet Another Value Podcast

Jun 6, 202554:34pending

The Snowball (May 2025 Fintwit Book Club)

Yet Another Value Podcast

Jun 4, 20251:15:15pending

Muddy Waters' Darren McLean on investing in the mining sector

Yet Another Value Podcast

Jun 3, 202555:26pending

Fintool's Nicolas Bustamante on using AI to improve in investing

Yet Another Value Podcast

May 29, 20251:08:24pending

Pitch the PM's Doug Garber on $TUSK's mammoth cash balance

Yet Another Value Podcast

May 26, 202551:56pending

Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital

Yet Another Value Podcast

May 21, 202534:11pending

Pershing Square Challenge 2025 winners on Carlisle $CSL

Yet Another Value Podcast

May 19, 20251:03:49pending

Random Ramblings May 2025

Yet Another Value Podcast

May 14, 202535:18pending

Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA

Yet Another Value Podcast

May 8, 20251:24:30pending

Clashing Over Commerce (Fintwit Book Club April 2025)

Yet Another Value Podcast

May 2, 20251:00:47pending

AI in Investing with Daloopa's founder Thomas Li

Yet Another Value Podcast

Apr 30, 20251:05:59pending

Random Ramblings April 2025

Yet Another Value Podcast

Apr 15, 202528:00pending

Avoiding the Zombie Biopharm trap at Keros $KROS

Yet Another Value Podcast

Apr 9, 202534:47pending

Windward's Marc Chalfin Turtle Beach Thesis $TBCH

Yet Another Value Podcast

Apr 8, 202545:45pending

David Capital's Adam Patinkin Updates the Vistry Thesis $VTY

Yet Another Value Podcast

Apr 5, 20251:00:55pending

Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time...

Yet Another Value Podcast

Apr 2, 20251:01:25pending

March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The...

Yet Another Value Podcast

Apr 1, 20251:05:54pending

David Capital Partners' Adam Patinkin on Lifecore's CDMO business $LFCR

Yet Another Value Podcast

Mar 31, 20251:11:52pending

Plural Investing's Chris Waller on the entertainment and hospitality turnaround...

Yet Another Value Podcast

Mar 24, 20251:09:50pending

Random Ramblings March 2025: the market sell off, relationships with management...

Yet Another Value Podcast

Mar 21, 202531:35pending

Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP

Yet Another Value Podcast

Mar 19, 202559:11pending

Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great c...

Yet Another Value Podcast

Mar 14, 202547:50pending

Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berksh...

Yet Another Value Podcast

Mar 11, 202548:00pending

Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwi...

Yet Another Value Podcast

Mar 5, 202554:01pending

Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks,...

Yet Another Value Podcast

Feb 28, 202529:12pending

Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai...

Yet Another Value Podcast

Feb 26, 202554:45pending

Yet Another Value's special situation: Sage Therapeutics $SAGE

Yet Another Value Podcast

Feb 20, 202536:34pending

Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA

Yet Another Value Podcast

Feb 19, 202552:32pending

Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision a...

Yet Another Value Podcast

Feb 13, 202545:32pending
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