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Artwork for Yet Another Value Podcast

Yet Another Value Podcast

Andrew Walker
Investment Strategies
Corporate Governance
Berkshire Hathaway
Value Investing
Investing
Private Equity
Carvana
Stock Market
Reits
Artificial Intelligence
Mergers and Acquisitions
Data Centers
Fintool
Real Estate
Saas
Volaris
Emerging Markets
Watches Of Switzerland
IWG
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 weeklyEpisodes423Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Yet Another Value Podcast

Latest Episodes

Every new car sold in Europe now has to watch the driver's face. Two companies in the world can actually do it, Seeing Machines and Smart Eye, and they spent twenty years and hundreds of millions of dollars getting there. Hugo Navarro's argument is t... more

Rates just screamed to 20 year highs and stocks have barely blinked. That looks to me like the mirror image of the mid-2010s, when Treasuries yielded 2%, the math said stocks should trade for 25x, and they sat in the mid-teens instead because the equ... more

School is starting, which means a dozen college and MBA teams are about to email me asking how to win their stock pitch competition. So I made the answer. The core of it: a pitch is a game, and most people lose it before they open their mouth by pick... more

El Al ($ELAL), Israel's flag carrier, has spent three years as close to a monopoly on flying in and out of Ben Gurion as an airline ever gets. Turkish and Pegasus left and aren't coming back, Ryanair lost its Terminal 1 slots, Delta and United keep p... more

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Recent Guests

Adam Buckstein
Investment professional from ASB Partners
ASB Partners
Episode: $ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
Evan Vanderveer
Investor at Vanshap Capital
Vanshap Capital
Episode: $NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Steve Gorelik
Investor, Firebird Management
Firebird Management
Episode: $DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
Paul Cerro
Founder/CEO of Cedar Grove Capital; former Ro executive; industry veteran
Cedar Grove Capital
Episode: $HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
Ross O'Toole
Author of Breaking the Script: Mastery of Management Interviews
Author, Breaking the Script
Episode: Management interviews: the most underdeveloped skill in investing | Ross O'Toole
Zack Buckley
Investor focusing on Light & Wonder; recurring guest on the show
Episode: $LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley
Hawkins Entrekin
Investor with a real estate background and founder of Valyte
Valyte
Episode: $PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
Ryan Bunn
Guest from Reference Equity
Reference Equity
Episode: $CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
Adam Wyden
Founder of ADW Capital
ADW Capital
Episode: Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital

Host

Andrew Walker
Host focused on interviewing top investors and exploring value and event-driven ideas.

Reviews

4.8 out of 5 stars from 394 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 States3 months 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 States10 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.

Audio quality and pacing are praised, with occasional complaints about interjections or ad reads.
Some feedback notes the show excels at actionable, stock-level theses and thoroughness.
Guests are highly relevant and provide deep investment thinking.
Listeners regard the host as a sharp interviewer who drives tight, insightful conversations.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
Q: What are the main risks to ELAL's upside potential?
Key risks include ongoing geopolitical instability and potential regulation or penalties from the Golden Chair block, dependence on government support or backstop, currency risk, and the possibility that demand weakness or further war could force capacity adjustments or dampen pricing power even with a strong balance sheet.
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
Q: How does ownership versus leasing affect ELAL's valuation and flexibility?
Owning a large portion of the fleet lowers ongoing financing costs and maintenance liabilities, and improves visibility into depreciation and cash flows. The move to buy out aircraft from lease reduces reliance on expensive leases and could support a higher multiple once profits normalize, as the company gains more control over capacity and costs.
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
Q: What makes ELAL attractive despite the wartime context and investment risk?
The airline benefits from a de-levered balance sheet with substantial cash, a large asset base including owned aircraft, a transformed supply environment due to rival withdrawals, and a government-backed environment that provides stability. These factors, combined with a leading market position and pricing power, create a setup where ELAL could trade more like peers than the current discounted level suggests, assuming profits normalize and geopolitical risks are managed.
$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
Q: What is PRKS and why is it interesting?
PRKS is the owner of SeaWorld and Busch Gardens, offering a high cash-yield, hard-asset exposure with potential for a short squeeze catalyzed by Hill Path's large ownership; the thesis centers on sustainable free cash flow, low valuations, and optionality from real-estate monetization and potential private-market restructurings.
$LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley
Q: What are the biggest risks to the thesis?
Key risks include management changes, macro downturns, and AI disruption. However, the guests argue the business is entrenched, with a moat around casino relationships and a diversified revenue base, making AI a relatively modest risk compared to many software peers.

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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?

This show features in-depth conversations with top investors and strategists, focusing on value investing, capital allocation, and event-driven theses. Episodes typically center on specific companies or sectors, linking macro trends to company fundamentals, with strong emphasis on deep-dive questions, management signals, and realistic theses that challenge traditional narratives. A recurring strength is pairing rigorous investment thinking with candid takes on leadership, data, and strategy, making it valuable for listeners who want structured insight into how successful investors assess opportunities and risks. A notable edge is the blend of traditional value approaches with contemporary themes like AI, private-market dynamics, and complex... more

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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. Value Hive Podcast
2. The Acquirers Podcast
3. Value Investing with Legends
4. Excess Returns
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 423 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. Adam Buckstein
2. Evan Vanderveer
3. Steve Gorelik
4. Paul Cerro
5. Ross O'Toole
6. Zack Buckley
7. Hawkins Entrekin
8. Ryan Bunn

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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