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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
MSG Sphere
Las Vegas
James Dolan
Sphere Entertainment
UK Housing Market
Vistry Group
Networking
Spirit Airlines
LQDA
Affordable Housing
Bank Acquisitions
Investment Strategies
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 weeklyEpisodes364Founded5 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Yet Another Value Podcast

Latest Episodes

Judd Arnold from Lake Cornelia Capital joins for a wide ranging discussion of inflection investing, $TOI's unique oncology model, and tons of stuff on risk management and portfolio construction.See Lake Cornelia's Substack here: lakecornelia.... more

Host Andrew Walker delivers his monthly random ramblings for December 2025, reflecting on a decade of "professional public-market investing". Andrew shares a developing thesis on why markets are becoming increasingly strange, drawing parallels to evo... more

Christian Olesen of Olesen Value Funds discusses the opportunities in UK homebuilders. The discussion centers on why the UK equity market remains deeply out of favor and how this pessimism has created compelling value in residential developers. Chris... more

Hugo Navarro of Undervalued and Undercovered discusses NCR Atlas (NATL), a company operating at the intersection of legacy cash infrastructure and modern outsourcing economics. The conversation centers on whether ATMs represent a declining business o... 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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Business BreakdownsColossus | Investing & Business Podcasts
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Capital Allocators – Inside the Institutional Investment IndustryTed Seides – Allocator and Asset Management Expert

Recent Guests

Christian Olesen
Founder of Olesen Value Funds
Olesen Value Funds
Episode: UK Homebuilders with Christian Olesen from Olesen Value Fund
Hugo Navarro
Analyst from Undervalued and Undercovered
Undervalued and Undercovered
Episode: $NATL and the sunset of ATMs with Undervalued and Undercovered's Hugo Navarro
Evan Skorpen
Investor at Lead Edge Capital
Lead Edge Capital
Episode: Investing in growth tech with Lead Edge Capital's Evan Skorpen
David Thomas
Author of The Fairfax Way
Episode: The Fairfax Way with David Thomas $FFH.TO
Chadd Garcia
Investor and specialist in energy and waste management
Episode: Chadd Garcia breaks down WaterBridge's post-IPO value creation story $WBI
Andrei Stetsenko
Co-founder of Gymkhana Partners, focusing on value investing in Indian equity markets
Gymkhana Partners
Episode: Gymkhana Partners' Andrei Stetsenko on Maharashtra Scooters and Indian Holdcos
Zack Buckley
Investing expert and founder of Buckley Capital Partners
Buckley Capital Partners
Episode: Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT
Dom St. George
Investment professional at Cayucos Capital
Cayucos Capital
Episode: Unlocking Jardine Matheson's holdco value with Cayucos Capital's Dom St George
Steve Gorelik
Investment professional at Firebird Management
Firebird Management
Episode: Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH

Host

Andrew Walker
Host of discussions covering individual stocks and investment strategies, engaging with various experts in the investment community.

Reviews

4.8 out of 5 stars from 367 ratings
  • 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 States2 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
  • 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 States2 years ago

Listeners Say

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

Many reviews highlight the engaging and focused nature of the discussions, noting the quality of insights shared.
Some critique the audio quality and the need for greater diversity among guest speakers, while others commend the knowledge and preparedness of the host.
Audience feedback indicates a preference for in-depth financial discussions over casual commentary, valuing the depth of content.
Listeners appreciate the insightful analysis of individual stocks and the expertise of the guests 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.

Chadd Garcia breaks down WaterBridge's post-IPO value creation story $WBI
Q: What is WBI, and why are they so interesting?
WaterBridge is the leading processor and disposal company of produced water, and it's particularly interesting due to its operation in the high-demand Delaware and Permian Basins.
All things AI, Power, and Corporate Governance with SemiAnalysis's Doug O'Laughlin
Q: What is one significant difference in opinion between specialist investors and industry experts you encounter?
Specialist investors often focus on the competitive environment and the relative performance of companies, while industry experts are more concerned with the absolute demand for products within a growing market.
All things AI, Power, and Corporate Governance with SemiAnalysis's Doug O'Laughlin
Q: What do you think is one thing a generalist investor might not understand compared to a specialist investor?
The infrastructure side of semiconductors and energy is really hard to grasp for generalist investors as they may not see the scale and speed at which these industries are growing.
Marathon Partners' Mario Cibelli updates the Remitly Thesis $RELY
Q: What do you think would cause Remitly to not work out in the future?
Cibelli believes that if market penetration does not increase as anticipated, growth could stall, which would lead to disappointing investment prospects.
Marathon Partners' Mario Cibelli updates the Remitly Thesis $RELY
Q: Can you compare and contrast Remitly and Wise?
Cibelli expresses frustration over the frequent comparison, indicating that Wise has a strong base of shareholders and that both companies have different business models with distinct advantages.

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?

This podcast engages listeners with in-depth discussions on value investing and stock analysis, featuring insights from leading investment professionals. Each episode focuses on current investment strategies, revealing actionable ideas and detailed evaluations of individual companies. The format typically includes guest interviews that promote thorough analyses of their investment theses, market trends, and unique valuation insights. Notably, the strong emphasis on event-driven investing sets this platform apart by exploring not just broader market movements, but particular catalysts that influence stock performance. Ideal for listeners seeking to deepen their understanding of the investing landscape, this podcast offers a mix of educationa... more

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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. The Acquirers Podcast
2. Value Investing with Legends
3. Business Breakdowns
4. Capital Allocators – Inside the Institutional Investment Industry
5. The Meb Faber Show - Better Investing

How many episodes of Yet Another Value Podcast are there?

Yet Another Value Podcast launched 5 years ago and published 364 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. Christian Olesen
2. Hugo Navarro
3. Evan Skorpen
4. David Thomas
5. Chadd Garcia
6. Andrei Stetsenko
7. Zack Buckley
8. Dom St. George

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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