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Artwork for Yet Another Value Podcast

Yet Another Value Podcast

Andrew Walker
Investment Strategies
Investing
Corporate Governance
Berkshire Hathaway
Value Investing
Carvana
Private Equity
Stock Market
Vistry Group
Reits
Mergers and Acquisitions
Data Centers
Fintool
Volaris
Saas
Warren Buffett
Artificial Intelligence
Emerging Markets
Watches Of Switzerland
Letting Winners Run

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. P... more

PublishesTwice weeklyEpisodes403Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Yet Another Value Podcast

Latest Episodes

Amadeus $AMS is down roughly 25% because the market lumped it in with the SaaS names AI is supposed to gut. Team Amadeus, Pershing Square Challenge finalists, argue it's the opposite: a deterministic, mission-critical monopoly that AI makes more valu... more

A market that refuses to go down, AI coming for the investor's job, and MicroStrategy quietly becoming the entire preferred-equity market. Andrew's monthly ramble across five things he can't stop thinking about: stretched memory valuations, a hyper-c... more

Celsius trades at ~20x earnings while growing ~18% a year, cheaper than Monster (~34x) and even Coke (~25x) despite faster growth. The Pershing Square Challenge third-place team makes the long case for $CELH: the market is sleeping on the Alani Nu ac... more

Team Baker Hughes, the second-place finishers in the 2026 Pershing Square Challenge, discuss their Baker Hughes thesis and why they believe the market hasn't fully appreciated the company's evolution from a cyclical oil field services business. They ... more

Key Facts

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Recent Guests

Jasdot Alani
CBS student; Pershing Square Challenge team Celsius participant
Columbia Business School / Pershing Square Challenge
Episode: Pershing Square Challenge 2026 third place: Celsius $CELH
Hide Okada
CBS student; Pershing Square Challenge participant
Columbia Business School / Pershing Square Challenge
Episode: Pershing Square Challenge 2026 third place: Celsius $CELH
Elliot Tompris
MBA candidate from Columbia, co-presenter
Pershing Square Challenge Team Doordash
Episode: Pershing Square Challenge 2026 winners on DoorDash $DASH
Aaron Samuels
MBA candidate from Columbia, co-presenter
Pershing Square Challenge Team Doordash
Episode: Pershing Square Challenge 2026 winners on DoorDash $DASH
James Elbaor
Investment professional; Marlton expert on Pershing Square complex
Marlton
Episode: Why $PSUS deserves a premium to NAV and $PS deserves a premium multiple | Marlton's James Elbaor
Kyle Mowery
Portfolio manager at GrizzlyRock Capital
GrizzlyRock Capital
Episode: $DRVN Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capital
Rich Howe
Rich Howe, founder of stockspinoffinvesting.com
stockspinoffinvesting.com
Episode: $LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe
Leo Trudel
Analyst, founder of Aurelian Research
Aurelian Research
Episode: $STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel
Deiya Pernas
Founder of Pernas Research
Pernas Research
Episode: Can Sprout Social Survive the SaaSpocalypse with Pernas Research's Deiya Pernas $SPT

Host

Andrew Walker
Host of Yet Another Value Podcast

Reviews

4.8 out of 5 stars from 392 ratings
  • Insightful and really effective topics

    Andrew is a superstar interviewer and always brings guests and discusses topics that are timely and ones that you may have forgotten about. His guests are highly relevant and make insightful comments to get you to think about looking at the ideas they. Ring up and do more research.

    Andrew interjects with his guests in a very efficient way and brings up talking points that are relevant and question the guests.

    Sometimes he does interject too often while the guest speakers have not yet finished ... more

    Apple Podcasts
    5
    Sososhah
    United States16 days ago
  • Great podcast!

    I would love to hear more about how ideas turn out - what works and doesn’t. For example, you could have old guests come on and talk about their thesis from years ago and why they played out or didn’t.

    Apple Podcasts
    5
    Bhedhbcjsbjcbsjbhsbsjbknkk
    United States7 months ago
  • Love Random Ramblings

    Keep them up!

    Apple Podcasts
    5
    RyanIsGay
    United States2 years ago
  • Love the ramblings podcasts!

    Keep them going

    Apple Podcasts
    5
    Andy L*
    United States2 years ago
  • 🫡

    I like the ramblings!

    Apple Podcasts
    5
    Punter3759
    Hong Kong2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some feedback notes audio quality and pacing as areas for improvement.
Listeners admire the host's sharp interviewing and timely, high-signal guests.
Overall, there's strong endorsement for actionable, thesis-driven investing content.
Episodes are praised for deep-dives into investment theses and practical takeaways for investors.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#119
Italy/Business/Investing
Apple Podcasts
#163
Denmark/Business/Investing
Apple Podcasts
#169
Ukraine/Business/Investing
Apple Podcasts
#177
South Africa/Business/Investing
Apple Podcasts
#180
Austria/Business/Investing
Apple Podcasts
#182
Chile/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Pershing Square Challenge 2026 runner-ups on Baker Hughes $BKR
Q: What do you think the market is missing that makes this a risk-adjusted opportunity?
They argue the market underappreciates the magnitude and durability of the IET transformation and the potential for service revenue to become a larger portion of margins over time, which would support a long-duration growth thesis beyond the traditional oilfield services cycle.
Pershing Square Challenge 2026 runner-ups on Baker Hughes $BKR
Q: What made you guys want to choose Baker Hughes?
The team saw Baker Hughes as a rare blend of cyclical energy exposure with a long-term, high-quality IET growth story. The two-business model creates a compelling backstop: a robust install base and a shift toward higher-margin service revenue, plus strategic acquisitions like Chart to accelerate LNG services, all supported by a management team with a clear long-term orientation.
Pershing Square Challenge 2026 winners on DoorDash $DASH
Q: What was the core insight that set your Doordash thesis apart from the market view?
The US restaurant growth story remains in the middle innings, with a high likelihood of continued user growth and frequency expansion, which, when combined with favorable demographics and higher penetration, creates a durable upside beyond what the street expects.
Pershing Square Challenge 2026 winners on DoorDash $DASH
Q: What made you choose Doordash from thousands of publicly traded stocks for the Pershing Square Challenge?
We looked for a company with a simple, easily explainable business model, strong brand recognition, and clear upside from structurally durable growth drivers like US restaurant expansion, plus meaningful optionality from international and vertical expansions, all supported by extensive primary research.
$DRVN Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capital
Q: What could Roark do next?
Roark could drive a strategic process including restatement resolution, potential divestitures of non-core brands, or even a full or partial sale, depending on how the accounting cleanup and market conditions unfold.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Yet Another Value Podcast

What is Yet Another Value Podcast about and what kind of topics does it cover?

A high-signal investing show that brings on top-value investors and finance professionals to dissect individual stocks, investment theses, and corporate strategies. Episodes commonly cover deep dives into company economics, capital allocation, and event-driven catalysts, with a preference for edgy, actionable ideas and rigorous thesis testing. Noteworthy is the host's focus on practical, model-driven analysis, often contrasting traditional value approaches with post-mAnalysis insights and real-world anecdotes from guests. This makes it a strong fit for listeners who want bite-sized, thesis-driven takes on specific names, market structure, and corporate strategy, with room for contrarian viewpoints and thorough due diligence.

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Which podcasts are similar to Yet Another Value Podcast?

These podcasts share a similar audience with Yet Another Value Podcast:

1. The Acquirers Podcast
2. Focused Compounding
3. Value Investing with Legends
4. The Synopsis
5. Behind the Balance Sheet

How many episodes of Yet Another Value Podcast are there?

Yet Another Value Podcast launched 6 years ago and published 403 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Yet Another Value Podcast?

Recent guests on Yet Another Value Podcast include:

1. Jasdot Alani
2. Hide Okada
3. Elliot Tompris
4. Aaron Samuels
5. James Elbaor
6. Kyle Mowery
7. Rich Howe
8. Leo Trudel

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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