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)
UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shar...
Yet Another Value Podcast
Zack Buckley on $PRTH's take private
Yet Another Value Podcast
$TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital
Yet Another Value Podcast
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Cap...
Yet Another Value Podcast
$SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? |...
Yet Another Value Podcast
Late August 2026 Random Ramblings
Yet Another Value Podcast
How to win a stock pitch competition | lessons from an Ira Sohn winner
Yet Another Value Podcast
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
Yet Another Value Podcast
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Yet Another Value Podcast
$DNOW: the boring distributor that could double on 2029 numbers | Firebird Manag...
Yet Another Value Podcast
$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why?...
Yet Another Value Podcast
August 2026 Random Ramblings
Yet Another Value Podcast
Management interviews: the most underdeveloped skill in investing | Ross O'Toole
Yet Another Value Podcast
July 2026 Random Ramblings
Yet Another Value Podcast
$LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley
Yet Another Value Podcast
$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins En...
Yet Another Value Podcast
$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
Yet Another Value Podcast
Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN...
Yet Another Value Podcast
$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
Yet Another Value Podcast
Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compoun...
Yet Another Value Podcast
$FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest
Yet Another Value Podcast
June 2026 Random Ramblings
Yet Another Value Podcast
$YOU.L: is YouGov really an AI loser? | Jonathan Cohen, Zipperline Capital
Yet Another Value Podcast
Alex Roepers on two deep-value special situations: $DCH and $NOMD
Yet Another Value Podcast
Adam May on $ABVX's blowout data and subsequent stock crash
Yet Another Value Podcast
Pershing Square Challenge 2026 finalists pitch Amadeus $AMS | the toll booth on...
Yet Another Value Podcast
May 2026 Random Ramblings
Yet Another Value Podcast
Pershing Square Challenge 2026 third place: Celsius $CELH
Yet Another Value Podcast
Pershing Square Challenge 2026 runner-ups on Baker Hughes $BKR
Yet Another Value Podcast
Pershing Square Challenge 2026 winners on DoorDash $DASH
Yet Another Value Podcast
Why $PSUS deserves a premium to NAV and $PS deserves a premium multiple | Marlto...
Yet Another Value Podcast
$DRVN Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capita...
Yet Another Value Podcast
$LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Ric...
Yet Another Value Podcast
$STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel
Yet Another Value Podcast
Can Sprout Social Survive the SaaSpocalypse with Pernas Research's Deiya Pernas...
Yet Another Value Podcast
Chadd Garcia drills into LandBridge's value
Yet Another Value Podcast
Investing in the SaaSpocalypse with Heller House's Marcelo Lima
Yet Another Value Podcast
Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG
Yet Another Value Podcast
April 2026 Random Ramblings
Yet Another Value Podcast
Guinea Value's Jinshu Zhang on Fiserv $FISV
Yet Another Value Podcast
Avory's Sean Emory on Clear Security $YOU
Yet Another Value Podcast
Theravance's strategic review with Andy Summers $TBPH
Yet Another Value Podcast
Night Watch's Roderick van Zuylen on Marex $MRX
Yet Another Value Podcast
March 2026 Random Ramblings
Yet Another Value Podcast
Adam May on investing in biotech $NKTR $ABVX
Yet Another Value Podcast
Chris Paryse on Ferrellgas's big conversion $FGPR
Yet Another Value Podcast
Accrued Interest's Simeon McMillan on $VSNT and the evolving media space
Yet Another Value Podcast
A tour through the media landscape with TSOH's Alex Morris
Yet Another Value Podcast
Carriage House's Will Cleary on $FTAI
Yet Another Value Podcast
Roy Swisa on $DJCO
Yet Another Value Podcast