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)
The Science of Hitting's Alex Morris dissects "Letting Winners Run" philosophy a...
Yet Another Value Podcast
Chris DeMuth's State of the Markets January 2024
Yet Another Value Podcast
Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R...
Yet Another Value Podcast
Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + act...
Yet Another Value Podcast
Fundamental Edge's Brett Caughran on setting up for success in the pod shop worl...
Yet Another Value Podcast
Patrick Wolff shares his thoughts investing in 2024, battleground stocks, MicroC...
Yet Another Value Podcast
Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conver...
Yet Another Value Podcast
David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistr...
Yet Another Value Podcast
Chris DeMuth's State of the Markets December 2023
Yet Another Value Podcast
Greystone Capital Management's Adam Wilk on $SYZ.TO resurgence following corpora...
Yet Another Value Podcast
Creek Drive Capital's Kevin Mak introduces the business case for Sphere Entertai...
Yet Another Value Podcast
Saber Capital Management's John Huber describes inevitable retail winners + $FND...
Yet Another Value Podcast
Valorem Research's Lionel Hutz provides his Spirit / JetBlue post-trial breakdow...
Yet Another Value Podcast
Far View Capital Management's Brad Hathaway talks the compelling setup at $DSGR
Yet Another Value Podcast
Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit...
Yet Another Value Podcast
ICLE's Chief Economist Brian Albrecht evaluates $24.6 billion Kroger-Albertsons...
Yet Another Value Podcast
MDC Financial Research's Michael Cohen post-closing arguments update on $JBLU /...
Yet Another Value Podcast
Raper Capital's Jeremy Raper expounds on his letter to Bragg Gaming $BRAG
Yet Another Value Podcast
Chris DeMuth's State of the Markets November 2023
Yet Another Value Podcast
YAVP AMA hosted by Caro-Kann Capital's Artem Fokin
Yet Another Value Podcast
MDC Financial Research's Michael Cohen "halftime" report on the $JBLU / $SAVE me...
Yet Another Value Podcast
Chris DeMuth's State of the Markets October 2023
Yet Another Value Podcast
Boyar Research's Jonathan Boyar on how $MODG is growing an entire industry
Yet Another Value Podcast
Value Punks' Daye Deng on why Warren Buffett $BRK invested in Japanese Trading C...
Yet Another Value Podcast
Bill Chen on why the opportunity exists right now in publicly-traded Real Estate
Yet Another Value Podcast
HSP Capital's Harris Perlman unpacks vegetable canner, Seneca Foods $SENEA
Yet Another Value Podcast
Chris DeMuth's State of the Markets September 2023
Yet Another Value Podcast
Lionel Hutz' breakdown and analysis of the JetBlue $JBLU / Spirit $SAVE merger D...
Yet Another Value Podcast
Grizzly Rock Capital's Kyle Mowery + Mike Holt on secular tailwinds for silicon...
Yet Another Value Podcast
B. Riley's Dan Day describes Supply Side Platform (SSP), CTV + Magnite $MGNI the...
Yet Another Value Podcast
Artem Fokin discusses Burford winning the YPF case + fundamental thesis post-tri...
Yet Another Value Podcast
Value Situations' Conor Maguire shares Marlowe plc $MRL.L thesis + TIC segment c...
Yet Another Value Podcast
Ave Maria Focused Fund's Chadd Garcia talks eDreams, travel subscription platfor...
Yet Another Value Podcast
Chris DeMuth's State of the Markets August 2023
Yet Another Value Podcast
Firstlight Management's AJ Secrist provides update on $LW thesis post-earnings a...
Yet Another Value Podcast
Choice Equities' Mitchell Scott making the case that $CROX is not a fad
Yet Another Value Podcast
Hedgeye's Daniel Biolsi on state of the Consumer Staples sector + $COST $ACI $KV...
Yet Another Value Podcast
Focus Capital's Mordechai Yavneh returns to explain how $SIMO / $MXL deal fell a...
Yet Another Value Podcast
Ross Levin on Cooperative Investment Certificates (CCIs) issued by Credit Agrico...
Yet Another Value Podcast
Half Moon Capital's Eric DeLamarter and Brandon Carnovale thesis on Keurig Dr Pe...
Yet Another Value Podcast
Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following...
Yet Another Value Podcast
Chris DeMuth's State of the Markets July 2023
Yet Another Value Podcast
Daniel Payne from ICBLA on $COIN v. SEC (sponsored by Stream by AlphaSense)
Yet Another Value Podcast
Bireme Capital's Evan Tindell on growth tailwinds for African Telecom - Airtel A...
Yet Another Value Podcast
Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT...
Yet Another Value Podcast
Warden Capital's Hawkins Entrekin on $VNO and debunking New York City commercial...
Yet Another Value Podcast
Colarion Partners' Sam Haskell on the financial sector and banks
Yet Another Value Podcast
Raper Capital's Jeremy Raper outlines strategic alternatives for Alto Ingredient...
Yet Another Value Podcast
Chris DeMuth's State of the Markets June 2023
Yet Another Value Podcast
Papyrus Capital's Nitin Sacheti updates his $VATE thesis
Yet Another Value Podcast