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)
GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis
Yet Another Value Podcast
Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU...
Yet Another Value Podcast
Random Ramblings September 2024: heavy selection bias, probabilities & terminal...
Yet Another Value Podcast
MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $...
Yet Another Value Podcast
Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on...
Yet Another Value Podcast
Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indica...
Yet Another Value Podcast
Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent...
Yet Another Value Podcast
Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY
Yet Another Value Podcast
MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $K...
Yet Another Value Podcast
Chris DeMuth's State of the Markets August 2024
Yet Another Value Podcast
Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SR...
Yet Another Value Podcast
Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is...
Yet Another Value Podcast
Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV...
Yet Another Value Podcast
Random Ramblings August 2024: crazy start to August, due diligence trips, seeing...
Yet Another Value Podcast
Chris DeMuth's State of the Markets July 2024
Yet Another Value Podcast
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK
Yet Another Value Podcast
Random Ramblings July 2024: stock price driving narrative + investing in product...
Yet Another Value Podcast
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA
Yet Another Value Podcast
Atla Capital Management's John Haskell on international real estate + ESR Group...
Yet Another Value Podcast
Chris DeMuth's State of the Markets June 2024
Yet Another Value Podcast
Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TP...
Yet Another Value Podcast
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strate...
Yet Another Value Podcast
BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS
Yet Another Value Podcast
Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. s...
Yet Another Value Podcast
Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interest...
Yet Another Value Podcast
1 Main Capital's Yaron Naymark returns to share update on International Workplac...
Yet Another Value Podcast
Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett...
Yet Another Value Podcast
Chris DeMuth's State of the Markets May 2024
Yet Another Value Podcast
Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for indu...
Yet Another Value Podcast
Asif Suria on the Six Special Situation Strategies to Outperform the Market
Yet Another Value Podcast
HX Research's Enrique Abeyta on importance of power generation, power crisis + $...
Yet Another Value Podcast
Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV
Yet Another Value Podcast
Random Ramblings May 2024: conferences, control shareholders, energy drinks and...
Yet Another Value Podcast
Chris DeMuth's State of the Markets April 2024
Yet Another Value Podcast
Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddi...
Yet Another Value Podcast
Matt Turk on why corporate history matters with Target Hospitality $TH
Yet Another Value Podcast
Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PA...
Yet Another Value Podcast
TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin min...
Yet Another Value Podcast
Devin LaSarre shares thesis on Haypp Group, Online Distributor of Snus and Nicot...
Yet Another Value Podcast
Chris DeMuth's State of the Markets March 2024
Yet Another Value Podcast
Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfle...
Yet Another Value Podcast
Matt Warder shares state of the coal markets + $AMR $HCC
Yet Another Value Podcast
Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life...
Yet Another Value Podcast
Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financ...
Yet Another Value Podcast
Plural Investing's Chris Waller shares thesis on industrial roll-up compounder,...
Yet Another Value Podcast
Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation...
Yet Another Value Podcast
Chris DeMuth's State of the Markets February 2024
Yet Another Value Podcast
Aurora Financial's Austin Crites on getting comfortable with The Lovesac Company...
Yet Another Value Podcast
Oxy Capital's Pedro Sousa thesis on high quality, low cost gym facilities in the...
Yet Another Value Podcast
Bireme Capital's Evan Tindell on British American Tobacco $BTI and tobacco's inf...
Yet Another Value Podcast