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Artwork for Yet Another Value Podcast

Yet Another Value Podcast

Andrew Walker
Investment Strategies
Corporate Governance
Berkshire Hathaway
Value Investing
Investing
Carvana
Private Equity
Stock Market
Vistry Group
Mergers and Acquisitions
Reits
Artificial Intelligence
Fintool
Saas
Volaris
Data Centers
Warren Buffett
Watches Of Switzerland
Emerging Markets
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 weeklyEpisodes417Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Yet Another Value Podcast

Latest Episodes

Paul Cerro was long Hims & Hers in 2024, short it through the compounded GLP-1 unwind, and covered when the stock broke $14 after Q1. He's long again, and his thesis has almost nothing to do with peptides, testosterone, or the international launches ... more

Strategy filed an 8K this morning: they sold $300 million of stock, sold $100 million of bitcoin, and put the proceeds into buying back roughly $80 million of their own preferred at a discount. So you have a company trading over NAV, diluting shareho... more

Management interviews might be the most underdeveloped skill in fundamental investing. Ross O'Toole has been investing for 25 years and read over 500 investment books, and he couldn't find a single one on how to actually conduct an investor-managemen... more

Investing is a game of arrogance. The base rate when you buy any stock is that it just does the market return, so every position you hold is a bet that you know something the market doesn't. My July ramble is really one question asked five ways: when... 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 States3 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.

Talking Points

Recent interactions between the hosts and their guests.

$LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley
Q: What are the biggest risks to the thesis?
Key risks include management changes, macro downturns, and AI disruption. However, the guests argue the business is entrenched, with a moat around casino relationships and a diversified revenue base, making AI a relatively modest risk compared to many software peers.
$LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley
Q: What is Light & Wonder, and why is it interesting from an investment standpoint?
Light & Wonder operates in slot machines as part of an oligopoly with Aristocrat and IGT, with a strong recurring revenue base and a management team that has moved from Aristocrat to Light & Wonder. The combination of buybacks, deleveraging, and a potential convergence in valuation with Aristocrat, plus growth from game development, makes it a compelling long-term holder.
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.

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?

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. Excess Returns
5. Behind the Balance Sheet

How many episodes of Yet Another Value Podcast are there?

Yet Another Value Podcast launched 6 years ago and published 417 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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