Yet Another Value Podcast
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 (425)
Yummy Century Egg's Guowei Zhang on Echostar $SATS
Yet Another Value Podcast
Rhizome Partner's Bill Chen's post-NAREIT takeaways
Yet Another Value Podcast
Findell Capital's Brian Finn on Oportun $OPRT
Yet Another Value Podcast
Recurve Capital's Aaron Chan on Cogent $CCOI
Yet Another Value Podcast
Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC
Yet Another Value Podcast
The Snowball (May 2025 Fintwit Book Club)
Yet Another Value Podcast
Muddy Waters' Darren McLean on investing in the mining sector
Yet Another Value Podcast
Fintool's Nicolas Bustamante on using AI to improve in investing
Yet Another Value Podcast
Pitch the PM's Doug Garber on $TUSK's mammoth cash balance
Yet Another Value Podcast
Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital
Yet Another Value Podcast
Pershing Square Challenge 2025 winners on Carlisle $CSL
Yet Another Value Podcast
Random Ramblings May 2025
Yet Another Value Podcast
Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA
Yet Another Value Podcast
Clashing Over Commerce (Fintwit Book Club April 2025)
Yet Another Value Podcast
AI in Investing with Daloopa's founder Thomas Li
Yet Another Value Podcast
Random Ramblings April 2025
Yet Another Value Podcast
Avoiding the Zombie Biopharm trap at Keros $KROS
Yet Another Value Podcast
Windward's Marc Chalfin Turtle Beach Thesis $TBCH
Yet Another Value Podcast
David Capital's Adam Patinkin Updates the Vistry Thesis $VTY
Yet Another Value Podcast
Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time...
Yet Another Value Podcast
March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The...
Yet Another Value Podcast
David Capital Partners' Adam Patinkin on Lifecore's CDMO business $LFCR
Yet Another Value Podcast
Plural Investing's Chris Waller on the entertainment and hospitality turnaround...
Yet Another Value Podcast
Random Ramblings March 2025: the market sell off, relationships with management...
Yet Another Value Podcast
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
Yet Another Value Podcast
Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great c...
Yet Another Value Podcast
Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berksh...
Yet Another Value Podcast
Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwi...
Yet Another Value Podcast
Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks,...
Yet Another Value Podcast
Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai...
Yet Another Value Podcast
Yet Another Value's special situation: Sage Therapeutics $SAGE
Yet Another Value Podcast
Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA
Yet Another Value Podcast
Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision a...
Yet Another Value Podcast
SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and...
Yet Another Value Podcast
Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting fi...
Yet Another Value Podcast
Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business mode...
Yet Another Value Podcast
1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L t...
Yet Another Value Podcast
Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon p...
Yet Another Value Podcast
Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripte...
Yet Another Value Podcast
More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club Janua...
Yet Another Value Podcast
Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL
Yet Another Value Podcast
Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Inve...
Yet Another Value Podcast
Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebr...
Yet Another Value Podcast
Asheville Capital Management's Jake Barfield on InPost's scaling moat
Yet Another Value Podcast
First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishi...
Yet Another Value Podcast
Random Ramblings NOV 2024: Post-Election, how top investors stay on their game,...
Yet Another Value Podcast
Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as ene...
Yet Another Value Podcast
KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab...
Yet Another Value Podcast
Random Ramblings October 2024: networking with good investors, geopolitical risk...
Yet Another Value Podcast
Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary lux...
Yet Another Value Podcast