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)
Investing in Biotech with Verdad Capital
Yet Another Value Podcast
Flying through the Volaris thesis with Antipodes' Phillip Namara
Yet Another Value Podcast
February 2026 Random Ramblings
Yet Another Value Podcast
How investors can improve at expert calls and AI with AlphaSense's Ryan Fennerty
Yet Another Value Podcast
Rules based investing with Methodical Investment's David Kaiser
Yet Another Value Podcast
Bill Chen's follow up on REITs and $ALX
Yet Another Value Podcast
Bill Chen on the current set up for REITs
Yet Another Value Podcast
January 2026 Random Ramblings
Yet Another Value Podcast
Avation Post-Mortem with Jeremy Raper $AVAP
Yet Another Value Podcast
General Market Thoughts and the Case for Change at HUMM with Jeremy Raper
Yet Another Value Podcast
Adam Buckstein's Stride Thesis $LRN
Yet Another Value Podcast
The (Working) Theory of Weird Markets
Yet Another Value Podcast
Boyar Research's Jon Boyar on 2026's Forgotten 40 $UBER $BATRA
Yet Another Value Podcast
Randy Baron's "Spicy" Victoria PLC Pitch
Yet Another Value Podcast
Lake Cornelia Capital's Judd Arnold on $TOI and a bunch of other stuff
Yet Another Value Podcast
December 2025 Random Ramblings
Yet Another Value Podcast
UK Homebuilders with Christian Olesen from Olesen Value Fund
Yet Another Value Podcast
$NATL and the sunset of ATMs with Undervalued and Undercovered's Hugo Navarro
Yet Another Value Podcast
Investing in growth tech with Lead Edge Capital's Evan Skorpen
Yet Another Value Podcast
The Fairfax Way with David Thomas $FFH.TO
Yet Another Value Podcast
November 2025 Random Ramblings
Yet Another Value Podcast
Shining a light on Golden Entertainment's "wealth transfer" $GDEN
Yet Another Value Podcast
Chadd Garcia breaks down WaterBridge's post-IPO value creation story $WBI
Yet Another Value Podcast
Gymkhana Partners' Andrei Stetsenko on Maharashtra Scooters and Indian Holdcos
Yet Another Value Podcast
All things AI, Power, and Corporate Governance with SemiAnalysis's Doug O'Laughl...
Yet Another Value Podcast
October 2025 Random Ramblings
Yet Another Value Podcast
Marathon Partners' Mario Cibelli updates the Remitly Thesis $RELY
Yet Another Value Podcast
Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT
Yet Another Value Podcast
Unlocking Jardine Matheson's holdco value with Cayucos Capital's Dom St George
Yet Another Value Podcast
John Malone's Memoirs: Born to be Wired book club
Yet Another Value Podcast
Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH
Yet Another Value Podcast
September 2025 Random Ramblings
Yet Another Value Podcast
Shomik Ghosh's $CWAN bull thesis
Yet Another Value Podcast
Artem Fokin on Improving with AI and Expert Calls
Yet Another Value Podcast
Sophon Capital's Thunderbird Entertainment Thesis $TBRD
Yet Another Value Podcast
Yummy Century Egg's Guowei Zhang Echostar follow up $SATS
Yet Another Value Podcast
Railroader (August 2025 fintwit book club)
Yet Another Value Podcast
How to get a job in investing
Yet Another Value Podcast
Guinea Value's Jingshu Zhang on $EDU
Yet Another Value Podcast
Perfecting the Investing Craft with Caro-Kann’s Artem Fokin
Yet Another Value Podcast
August 2025 Random Ramblings
Yet Another Value Podcast
SemiAnalysis' Jeremie Eliahou Ontiveros on all things datacenter / power
Yet Another Value Podcast
Old West's Brian Laks dives into metals, mining, and uranium
Yet Another Value Podcast
Hidden Gems' Chris Waller Judges Scientific Thesis
Yet Another Value Podcast
Anek Capital's Orel Levy's Cellebrite Thesis $CLBT
Yet Another Value Podcast
Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Cl...
Yet Another Value Podcast
Kingdom Capital's David Bastian on United Natural Foods $UNFI
Yet Another Value Podcast
Random Ramblings July 2025
Yet Another Value Podcast
Midyear 2025 podcast ideas updates
Yet Another Value Podcast
How Countries Go Broke (June 2025 Fintwit Book Club)
Yet Another Value Podcast
