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Artwork for Yet Another Value Podcast

Yet Another Value Podcast

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

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 weeklyEpisodes412Founded6 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Yet Another Value Podcast

Latest Episodes

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

Key Facts

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Recent Guests

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
Samit Umatiya
Investor, UIG Funds
UIG Funds
Episode: $VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
Jon Cohen
Founder/CEO of Zipperline Capital (investment professional focused on UK/European equities)
Zipperline Capital
Episode: $YOU.L: is YouGov really an AI loser? | Jonathan Cohen, Zipperline Capital
Alex Roepers
Investor, Atlantic Investment
Atlantic Investment
Episode: Alex Roepers on two deep-value special situations: $DCH and $NOMD
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

Host

Andrew Walker
Host of Yet Another Value Podcast

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 States2 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 States9 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
#153
Canada/Business/Investing
Apple Podcasts
#123
Italy/Business/Investing
Apple Podcasts
#223
Germany/Business/Investing
Apple Podcasts
#59
Ukraine/Business/Investing
Apple Podcasts
#123
Japan/Business/Investing
Apple Podcasts
#147
Finland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA
Q: What do you see as the main catalysts for growth in the next 3-5 years?
The key catalysts are the connected detection layer expanding on portable devices, continued share gains in the fire safety segment via the G1 SCBA cycle, and management's willingness to progress from hardware to a hardware-plus-subscription model, which should drive higher multiples and ROIC.
Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA
Q: Why did you choose MSA over other safety equipment players in the Pershing Square Challenge?”,
MSA stood out due to a simple, easy-to-understand core business with clear upside from a subscription layer on portable devices, a durable market position from owning key sensors, and a compelling replacement cycle in SCBAs that could unlock higher margins and steady revenue growth over a multi-year horizon.
Alex Roepers on two deep-value special situations: $DCH and $NOMD
Q: What is Nomad and why do you find them so interesting?
Nomad is a European frozen-food company listed in the US, with strong brands like Bird's Eye and Iglo. It benefits from a defensive, non-cyclical consumer category, attractive relative valuation (low price, solid earnings and a meaningful dividend), insider buying by long-time investors, and potential takeout interest, all supported by improving management and targeted investments in marketing and R&D to defend market share and drive growth.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
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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. Value Hive Podcast
2. The Acquirers Podcast
3. Value Investing with Legends
4. Behind the Balance Sheet
5. Business Breakdowns

How many episodes of Yet Another Value Podcast are there?

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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What guests have appeared on Yet Another Value Podcast?

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

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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