
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 ow
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Investing
Business
Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN
Marc Chalfin, CIO, Founder & Portfolio Manager, ...
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Feb 13 2025 45m
SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers
Jeremie Eliahou Ontiveros, Technology Analyst at Sem...
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Feb 11 2025 1h 3m
Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy
Shomik Ghosh, Partner at Boldstart Ventures, joins t...
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Feb 7 2025 1h 7m
Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model
Aaron Chan, Founder and Managing Partner at Recurve ...
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Feb 4 2025 1h 12m
1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis
Yaron Naymark, Founder of 1 Main Capital, is back fo...
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Feb 2 2025 1h 3m
Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT
Rory Wallace, Chief Investment Officer at Outerbridg...
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Jan 22 2025 52m
Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"
Alex Morris, Author of "Buffett and Munger Unsc...
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Jan 21 2025 1h 11m
More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club January 2025)
In this bonus episode, Andrew and Byrne Hobart from ...
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Jan 15 2025 1h 5m
Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL
In today's episode of the Yet Another Value Podcast,...
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Jan 2 2025 1h 4m
Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives
Welcome to the December 2024 edition of Andrew's Ran...
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Dec 27 2024 25m
Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB
Asif Suria, Author of "The Event-Driven Edge in Inve...
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Dec 20 2024 48m
Asheville Capital Management's Jake Barfield on InPost's scaling moat
Jake Barfield, Founder & Portfolio Manager at As...
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Dec 5 2024 1h 12m
First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail
Eric Speron, Managing Director of Equities, PM of Fi...
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Nov 23 2024 50m
Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks
Welcome to the November 2024 edition of Andrew's Ran...
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Nov 20 2024 26m
Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services
Chadd Garcia, Portfolio Manager and Senior Research ...
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Nov 15 2024 46m
KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL
Todd Wenning, CFA, President and CIO at KNA Capital ...
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Nov 8 2024 1h 4m
Random Ramblings October 2024: networking with good investors, geopolitical risks, energy, probabilities
Welcome to the October 2024 edition of Andrew's Rand...
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Oct 25 2024 25m
Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market
Chris Waller, Founder and CIO at Plural Investing, j...
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Oct 17 2024 1h 1m
GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis
Kyle Mowery, Managing Partner and Portfolio Manager ...
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Oct 13 2024 1h
Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger
Matt Warder, @mfwarder on Twitter/X, is back on the ...
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Sep 26 2024 1h 9m
Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame
Welcome to the September 2024 edition of Andrew's Ra...
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Sep 24 2024 21m
MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case
Michael D. Cohen, CEO & Director of Research at ...
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Sep 23 2024 1h 4m
Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI
Mitchell Scott, Founder and Portfolio Manager at Cho...
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Sep 22 2024 1h
Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst
Conor Maguire, Founder and Editor of the Value Situa...
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Sep 17 2024 1h 9m
Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré
Ross Levin, Director of Research at Arbiter Partners...
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Sep 16 2024 57m