
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
| Publishes | Twice weekly | Episodes | 412 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

Ryan Bunn (Reference Equity) has a public proposal for CBIZ ($CBZ): stop buying back stock at 9x earnings and restart the M&A flywheel that compounded revenue at 13%/year and took EBIT margins from 9% to 14% over the last decade. For someone like me ... more
Adam Wyden runs one of the most concentrated books I know, and he came on to make the case for two stocks the market has basically left for dead: Stagwell ($STGW) and Driven Brands ($DRVN). On Stagwell, his pitch is that this is not a dying ad agency... more
$VEON trades like a busted emerging-markets telecom, but it owns 84% of Ukraine's Kyivstar and a Pakistani fintech, JazzCash, that already moves 15% of the country's GDP. Samit Umatiya of UIG Funds lays out the sum-of-the-parts case for why the holdc... more
MSA Safety ($MSA) is the "OG pick and shovel" of worker safety: a century-old, pure-play maker of gas detection and firefighter equipment that the Pershing Square Challenge 2026 finalist team argues is a quality compounder the market is underrating. ... more
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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
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.
Keep them up!
Keep them going
I like the ramblings!
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #153 | |
Apple Podcasts | #123 | |
Apple Podcasts | #223 | |
Apple Podcasts | #59 | |
Apple Podcasts | #123 | |
Apple Podcasts | #147 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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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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. Behind the Balance Sheet
5. Business Breakdowns
Yet Another Value Podcast launched 6 years ago and published 412 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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Recent guests on Yet Another Value Podcast include:
1. Ryan Bunn
2. Adam Wyden
3. Samit Umatiya
4. Jon Cohen
5. Alex Roepers
6. Jasdot Alani
7. Hide Okada
8. Elliot Tompris
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