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...
Episodes (425)
Creek Drive Capital's Kevin Mak on why $PGY has been largely ignored by the AI h...
Yet Another Value Podcast
Caligan Partners' Dave Johnson on MorphoSys' $MOR change from royalty play to tr...
Yet Another Value Podcast
1 Main Capital's Yaron Naymark talks Limbach's evolution $LMB
Yet Another Value Podcast
Net Interest's Marc Rubinstein on $COF and if Silicon Valley Bank has fundamenta...
Yet Another Value Podcast
Brian McGough from Hedgeye on the (dismal) State of Retail
Yet Another Value Podcast
Chris DeMuth's State of the Markets May 2023
Yet Another Value Podcast
The Chancery Daily and the Case of the Apes and $AMC
Yet Another Value Podcast
BONUS EPISODE: Jonathan Cukierwar from Sohra Peak Capital Partners LIVE in VEGAS
Yet Another Value Podcast
BONUS EPISODE: Michael Liu from Intelligent Fanatics Capital Management LIVE in...
Yet Another Value Podcast
Brian Finn from Findell Capital is back to dissect $CUTR and $OPRT
Yet Another Value Podcast
Doug O'Laughlin from Fabricated Knowledge on management incentives at $APP
Yet Another Value Podcast
Chris DeMuth's State of the Markets for April 2023
Yet Another Value Podcast
Jay Van Sciver shares his thoughts on Industrials and Materials for 2023
Yet Another Value Podcast
Vince Martin on the "Game of Thrones" style proxy fight at $CUTR
Yet Another Value Podcast
Brian Finn from Findell Capital on his letter to Oportun Financial $OPRT
Yet Another Value Podcast
Artem Fokin's take on Burford's YPF summary judgement ruling $BUR
Yet Another Value Podcast
Michael Liu on why he thinks Cogstate $COGZF is a great business wrapped in a sp...
Yet Another Value Podcast
Chris DeMuth's State of the Markets for March 2023
Yet Another Value Podcast
Alex Morris provides 2023 overview on Cable and what makes Media so attractive
Yet Another Value Podcast
John Maxfield on Investing in Banks in a Post-SIVB World
Yet Another Value Podcast
An exciting time in the Cable Business with Cable One Julia Laulis (NYSE: $CABO)
Yet Another Value Podcast
Chadd Garcia finds price dislocation in global digital infrastructure firm, Digi...
Yet Another Value Podcast
Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC
Yet Another Value Podcast
Chris DeMuth's State of the Markets February 2023
Yet Another Value Podcast
Yaron Naymark on IWG's value case
Yet Another Value Podcast
Josh Young from Bison Investments discusses on Vital Energy and his energy outlo...
Yet Another Value Podcast
Chris DeMuth's State of the Markets January 2023
Yet Another Value Podcast
Artem Fokin from Caro-Kann on Kaspi $KSPI
Yet Another Value Podcast
Jeremy Raper on his Serica engagement campaign (SQZ)
Yet Another Value Podcast
Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TD...
Yet Another Value Podcast
Tidewater's management on the offshore inflection $TDW
Yet Another Value Podcast
Chris DeMuth's State of the Markets December 2022
Yet Another Value Podcast
Lionel Hutz on Liquidia's patent battle $LQDA
Yet Another Value Podcast
Mordechai Yavneh on Silicon Motion $SIMO
Yet Another Value Podcast
Avi Fisher from Long Cast Advisors on CoreCard $CCRD
Yet Another Value Podcast
AJ Secrist from Firstlight Management on Lamb Weston $LW
Yet Another Value Podcast
Half Moon Capital on Oxford Industries $OXM
Yet Another Value Podcast
Chris DeMuth's State of the Markets November 2022
Yet Another Value Podcast
Michael Fritzell from Asian Century Stocks on Casio Computer
Yet Another Value Podcast
The Koala ventures through the commodity space and Ivanhoe Electric (IE)
Yet Another Value Podcast
Samir Patel from Askeladden Capital on MIX Telematics $MIXT
Yet Another Value Podcast
Bill Chen on HHC's value and Ackman's pending tender
Yet Another Value Podcast
Chris Lee discusses his winning stock pitch on $DLA
Yet Another Value Podcast
Chris DeMuth's State of the Markets October 2022 (with a large TWTR focus!)
Yet Another Value Podcast
Luis Sanchez lays out the $IBKR thesis
Yet Another Value Podcast
Lionel Hutz explains why Elon will own Twitter $TWTR
Yet Another Value Podcast
Doug from Fabricated Knowledge on $SITM
Yet Another Value Podcast
Zack Buckley on Xponential Fitness $XPOF
Yet Another Value Podcast
Dave Johnson from Caligan Partners on Evolus (EOLS) (podcast #128)
Yet Another Value Podcast
Chris DeMuth's State of the Markets September 2022
Yet Another Value Podcast