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Artwork for Yet Another Value Podcast

Yet Another Value Podcast

Andrew Walker
Jetblue and Spirit Merger Trial
Investing
Thrift Conversions
Stock Pitches
Antitrust Law
Bragg Gaming
Las Vegas
Sphere Entertainment
MSG Sphere
James Dolan
Vistry Group
Uk Housing Market
Networking
Spirit Airlines
LQDA
Affordable Housing
Investment Strategies
Bank Acquisitions
Mergers and Acquisitions
Jetblue

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. ... more

PublishesTwice weeklyEpisodes306Founded5 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Yet Another Value Podcast

Latest Episodes

Chris Waller, Founder and CIO at Plural Investing, joins the podcast for the third time to discuss his thesis on Seaport Entertainment Group Inc. (NYSE American: SEG), whose focus is to deliver unparalleled experiences through a combination of restau... more

Welcome to the March 2025 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: the market sell off, relationships with management teams - pros and con... more

Jordan McNamee, Founder and CIO of Optimist Fund, joins the podcast to share his thesis on ThredUp Inc. (Nasdaq: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and accessories.

For more information about Optimist F... more

Simon Kold, Author of "On the Hunt for Great Companies" and Founder & Portfolio Manager at Kold Investments, joins the podcast to discuss what makes a great company based on his research and writing of his new book, "On the Hunt for Great Companies."... more

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Jordan McNamee
Investor at the Optimist Fund
Optimist Fund
Episode: Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
Simon Kold
Founder of Kold Investments and author of On the Hunt for Great Companies
Kold Investments
Episode: Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company
Shaul Rosten
Analyst at Redwheel, specializing in investment insights
Redwheel
Episode: Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA
Marc Chalfin
Managing Partner at Windward with significant experience in the hedge fund industry
Windward Capital
Episode: Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN
Jay Upadhyay
Team member at Windward focusing on strategic evaluations and investments
Windward Capital
Episode: Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN
Jeremie Eliahou Ontiveros
Analyst at SemiAnalysis specializing in AI and data center dynamics.
SemiAnalysis
Episode: SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers
Shomik Ghosh
Investment professional and podcast guest specializing in venture capital and growth companies.
Boldstart Ventures
Episode: Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy
Aaron Chan
CIO at Recurve Capital
Recurve Capital
Episode: Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model
Yaron Naymark
Investor at 1 Main Capital
1 Main Capital
Episode: 1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis

Host

Andrew Walker
Host and founder, Andrew Walker brings extensive experience in investment analysis and market strategy, guiding insightful discussions about stocks and investment opportunities with expert guests.

Reviews

4.8 out of 5 stars from 330 ratings
  • Love Random Ramblings

    Keep them up!

    Apple Podcasts
    5
    RyanIsGay
    United States9 months ago
  • Love the ramblings podcasts!

    Keep them going

    Apple Podcasts
    5
    Andy L*
    United States9 months ago
  • 🫡

    I like the ramblings!

    Apple Podcasts
    5
    Punter3759
    Hong Kong9 months ago
  • Can’t pronounce his way out of a paper bag

    Whenever I say to myself “I want to pronounce a word wrong” I pull this podcast up and just listen to the way he butchers peoples names and the names of their funds. Also it’s great to hear the ideas he likes because it’s great to do otherwise

    Jim Cramer of podcasts.

    Apple Podcasts
    1
    Dunbelieveable
    United States10 months ago
  • Great Podcast

    One of the best, if not the best, value investing podcasts on the internet today!

    Apple Podcasts
    5
    asianmenace
    United States10 months ago

Listeners Say

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

Others express concerns about occasional audio quality issues, impacting the listening experience.
Listeners appreciate the focused and informative nature of discussions, often praising the depth of analysis on specific stocks and investment strategies.
Feedback indicates that the host comes well-prepared, asking insightful questions that enhance the quality of interviews.
Some reviews highlight a desire for more diverse guest representation, specifically mentioning the lack of female investors featured.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
Q: Why would someone choose ThredUp over local thrift stores or eBay?
ThredUp offers a convenient option for those looking to declutter by sending in their clothes without the hassle of going to a physical location, thus targeting a market that prefers ease of use rather than individual sales.
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
Q: What is ThredUp and why is it so interesting?
ThredUp is a unique marketplace for secondhand women's clothing that handles everything from logistics to selling. It's interesting because of its operational model which differs from traditional e-commerce sites, and its focus on sustainability.
Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN
Q: What do you think you're seeing that the market right now is missing that makes this an alpha opportunity?
There are multiple catalysts, including improved traffic, a potential asset sale, and EBITDA expansion as Groupon overcomes its recent challenges, leading to an underpriced stock.
SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers
Q: What are your thoughts on kind of Nvidia as we sit here?
Nvidia's engineering talent tends to be underappreciated, with strengths that may provide a competitive edge, especially in networking for inference as models become more complex.
Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy
Q: What are you seeing that the market is missing about Kelly Partners Group?
Ghosh elaborates on the dual valuation approaches he applies, highlighting that while the market may be fairly pricing the company relative to competitors, its absolute valuation suggests there is significant growth potential ahead.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Yet Another Value Podcast

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

Focusing on deep insights into stocks and investment strategies, this podcast features interviews with prominent investors, offering an intimate look at their methodologies and thought processes. The discussions center around specific stocks, companies, and market dynamics, often exploring uncommon perspectives that challenge traditional investment narratives. Emphasizing actionable ideas, the content is designed for investment enthusiasts eager to discover overlooked opportunities and learn about market trends outside mainstream discussions. This podcast stands out for its emphasis on detailed analysis and the diverse expertise of its guests.

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How many listeners does Yet Another Value Podcast get?

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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 Business Brew
3. The Acquirers Podcast
4. Focused Compounding
5. Chit Chat Stocks

How many episodes of Yet Another Value Podcast are there?

Yet Another Value Podcast launched 5 years ago and published 306 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. Jordan McNamee
2. Simon Kold
3. Shaul Rosten
4. Marc Chalfin
5. Jay Upadhyay
6. Jeremie Eliahou Ontiveros
7. Shomik Ghosh
8. Aaron Chan

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