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Artwork for Yet Another Value Podcast

Yet Another Value Podcast

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

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 weeklyEpisodes398Founded6 years ago
Number of ListenersCategories
BusinessInvesting

Listen to this Podcast

Artwork for Yet Another Value Podcast

Latest Episodes

James Elbaor of Marlton makes the case that $PSUS will trade at a premium to NAV instead of the typical closed-end fund discount and that $PS will ultimately trade at a premium multiple to peers like Blackstone, KKR, Apollo and Carlyle given its lean... more

Driven Brands ($DRVN) puked on a February accounting restatement. Kyle Mowery (GrizzlyRock Capital) walks through why Take 5 remains a crown jewel and could be worth the entire EV of the company (making the franchise and autoglass businesses a free o... more

Rich Howe of Stock Spin-Off Investing makes the bull case for Liberty Global ($LBTYK): cheap on a sum-of-the-parts, an upcoming Ziggo spin to crystallize value, and a hidden ventures portfolio. Andrew pushes back hard on Malone, Fries, and Liberty's ... more

Stevanato (STVN) makes the glass vials and pre-filled syringes that GLP-1 drugs ship in. The stock has sold off on fears that oral GLP-1s replace injectables, but Aurelian Research's Leo Trudel argues that's a misread: biologics demand keeps growing,... more

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
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Recent Guests

Leo Trudel
Analyst, founder of Aurelian Research
Aurelian Research
Episode: $STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel
Deiya Pernas
Founder of Pernas Research
Pernas Research
Episode: Can Sprout Social Survive the SaaSpocalypse with Pernas Research's Deiya Pernas $SPT
Chad Garcia
Expert on Permian and land-based royalty plays
Independent investor featured on the podcast
Episode: Chadd Garcia drills into LandBridge's value
Marcelo Lima
Founder of Heller House Capital
Heller House Capital
Episode: Investing in the SaaSpocalypse with Heller House's Marcelo Lima
Tolu Bukola
Guest from Aganju Capital, discussed DraftKings thesis
Aganju Capital
Episode: Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG
Jingshu Zhang
Founder of Guinea Value, on the podcast for the second time
Guinea Value
Episode: Guinea Value's Jinshu Zhang on Fiserv $FISV
Sean Emory
Investor from Avory & Co (Avory Capital)
Avory & Co
Episode: Avory's Sean Emory on Clear Security $YOU
Andy Summers
CIO of Summers Value
Summers Value
Episode: Theravance's strategic review with Andy Summers $TBPH
Roderick van Zuylen
From Nightwatch
Nightwatch
Episode: Night Watch's Roderick van Zuylen on Marex $MRX

Host

Andrew Walker
Host of Yet Another Value Podcast

Reviews

4.8 out of 5 stars from 392 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 States7 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.

The format is appreciated for its no-fluff, straight-to-ideas approach, but some episodes have audio quality issues and occasional critiques about diversity of guests.
High-quality guests and focused, well-prepared questions—great for listeners who want to understand the case for specific stocks.
Overall, the show is seen as a top source for thoughtful value investing and stock-level insights, with a loyal following.
The host and guests deliver deep, actionable investing insights with sharp, thesis-driven discussions.
Listeners value rigorous analysis but note pronunciation quirks or pacing at times.

Chart Rankings

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

Apple Podcasts
#119
Canada/Business/Investing
Apple Podcasts
#33
Chile/Business/Investing
Apple Podcasts
#76
Denmark/Business/Investing
Apple Podcasts
#118
Hong Kong/Business/Investing
Apple Podcasts
#133
Chile/Business
Apple Podcasts
#149
Singapore/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

$STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel
Q: How is AI being used in Leo's research workflow?
AI helps automate document gathering, track management guidance against historical performance, and accelerate idea generation; however, financial modeling remains a manual or semi-augmented process, with AI aiding efficiency rather than replacing core analysis.
$STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel
Q: Could Stevanato be a takeover target or see industry consolidation?
There are only a handful of major players (West Pharma, Stevanato, Schott, Gerrit Schirmer). While consolidation is possible, regulatory hurdles would be significant, and management may prefer maintaining independence with strategic capex and bolt-on buys as the main growth path.
$STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel
Q: How is capital allocation likely to unfold for Stevanato?
Expect a balanced approach of buybacks and selective acquisitions as free cash flow improves post-capex, with the dividend remaining modest to prioritize capital returns and strategic plant investments; this supports a multi-year, compounding growth trajectory rather than a one-time event.
$STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel
Q: What is missing in the market view that could be a risk-adjusted alpha opportunity?
The margin expansion potential from shifting revenue mix toward higher-margin, pre-sterilized solutions, plus a capacity build-out that could drive free cash flow as capex cycles mature, potentially outperforming a cautious market view that emphasizes GLP-1 headwinds.
$STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel
Q: What is Stevanato and why are they interesting?
Stevanato is a containment and delivery system provider for large pharma, producing glass vials and related components for GLP-1 injectables and other biologics. The stock benefits from pandemic-era demand and remains exposed to capex-driven growth; the key question is how enduring GLP-1 shifts and potential oral formulations will be for their long-term profits.

Audience Metrics

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

Listeners per Episode
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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?

The show features in-depth conversations with investors and finance professionals, focusing on individual stock theses, value investing, and event-driven opportunities. Episodes routinely explore how specific companies or sectors work, including business models, capital allocation, governance, and practical due-diligence methods. A common thread is rigorous, idea-driven analysis delivered with a clear investment frame, often contrasting traditional value metrics with newer quantitative or market-driven signals. Notable strengths include sharp guests who share practical frameworks and detailed case studies, and a host who probes to extract actionable takeaways. A few recurring critiques touch on audio quality and occasional concerns about di... more

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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. Focused Compounding
5. The Synopsis

How many episodes of Yet Another Value Podcast are there?

Yet Another Value Podcast launched 6 years ago and published 398 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. Leo Trudel
2. Deiya Pernas
3. Chad Garcia
4. Marcelo Lima
5. Tolu Bukola
6. Jingshu Zhang
7. Sean Emory
8. Andy Summers

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