Yet Another Value Podcast
Andrew WalkerYet 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 | 432 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Nicotine pouches might be the best new consumer category in decades: cheap to make, high margin, and sticky once someone gets hooked, the same traits that made Philip Morris a 16.5% a year compounder for close to a century. George Baxter of Saberpoin... more
The 10 year has gone from 4.2% at the start of the year to 4.6% in late August to 5.1% today, and the S&P is still basically touching all time highs. Interest rates are financial gravity, but I wonder if gravity works on a lag. Consumers and allocato... more
Shift4 trades around six and a half times EBITDA while the company tells you organic growth is 11%. The stock was $120 eighteen months ago and it is $42 today. Andrew Carreon of Emeth Value Capital argues you are paying for zero growth or less, and h... more
Nintendo's flywheel is not there. That is Simeon McMillan's call, and it is the one that has media longs emailing me. His case: Switch 2 is the best console launch in history and the attach rate still came in well below Switch 1, the Mario Kart bundl... more
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- 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 Podcasts5Sososhah
United States5 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 Podcasts5BhedhbcjsbjcbsjbhsbsjbknkkUnited Statesa year ago - Love Random Ramblings
Keep them up!
Apple Podcasts5RyanIsGayUnited States2 years ago - Love the ramblings podcasts!
Keep them going
Apple Podcasts5Andy L*United States2 years ago - 🫡
I like the ramblings!
Apple Podcasts5Punter3759
Hong Kong2 years ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #94 |  France/Business/Investing |
Apple Podcasts | #221 |  Germany/Business/Investing |
Apple Podcasts | #107 |  Japan/Business/Investing |
Apple Podcasts | #109 |  Brazil/Business/Investing |
Apple Podcasts | #110 |  South Africa/Business/Investing |
Apple Podcasts | #112 |  Poland/Business/Investing |
Talking Points
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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?
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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How many listeners does Yet Another Value Podcast get?
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What are the audience demographics for Yet Another Value Podcast?
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How many subscribers and views does Yet Another Value Podcast have?
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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. Behind the Balance Sheet
3. Excess Returns
4. The Meb Faber Show - Better Investing
5. Chit Chat Stocks
How many episodes of Yet Another Value Podcast are there?
Yet Another Value Podcast launched 6 years ago and published 432 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Yet Another Value Podcast?
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Where can I see ratings and reviews for Yet Another Value Podcast?
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What guests have appeared on Yet Another Value Podcast?
Recent guests on Yet Another Value Podcast include:
1. Andrew Carreon
2. Ian Cassel
3. Sven Larsen
4. Zack Buckley
5. Alberto Viada
6. Yaron Naymark
7. Hugo Navarro
8. Evan Vanderveer
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.