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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
James Dolan
Las Vegas
Sphere Entertainment
MSG Sphere
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 weeklyEpisodes346Founded5 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Yet Another Value Podcast

Latest Episodes

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes returning guest Shomik Ghosh for a deep dive into Clearwater Analytics (C-WAN). Known for his detailed research, Shomik breaks down C-WAN’s business model, recent acquisitions,... more

In this episode of Yet Another Value Podcast, Andrew Walker teams up again with Artem Fokin, head of Caro-Kann Capital, for a deep dive into research tools reshaping modern investing. Originally recorded as a webinar for AlphaSense, they explore how ... more

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Franco Chomonalez from Sophon Capital to analyze Thunderbird Entertainment (TBRD). Franco shares why the microcap Canadian animation and media company—trading at just 1.6x E... more

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Wei from Yummy Century Stocks for a follow-up on EchoStar/Sats. They analyze the surprise $23 billion spectrum deal with AT&T, what it means for the rest of the spectrum p... more

Key Facts

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

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Recent Guests

Artem Fokin
Head of Caro-Kann Capital
Caro-Kann Capital
Episode: Artem Fokin on Improving with AI and Expert Calls
Franco Chomonalez
Analyst from Sophon Capital Research
Sophon Capital
Episode: Sophon Capital's Thunderbird Entertainment Thesis $TBRD
Jingshu Zhang
Analyst at Guinea Value with a strong background in education consulting
Guinea Value
Episode: Guinea Value's Jingshu Zhang on $EDU
Brian Laks
A key figure from Old West Management known for expertise in the metals and mining sectors, particularly uranium.
Old West Management
Episode: Old West's Brian Laks dives into metals, mining, and uranium
Orel Levy
Investment analyst at Anek Capital
Anek Capital
Episode: Anek Capital's Orel Levy's Cellebrite Thesis $CLBT
David Bastion
Analyst at Kingdom Capital
Kingdom Capital
Episode: Kingdom Capital's David Bastian on United Natural Foods $UNFI
Bill Chen
Expert in real estate investments at Rhizome Partners
Rhizome Partners
Episode: Rhizome Partner's Bill Chen's post-NAREIT takeaways
Brian Finn
Investor at Findell Capital, involved in the proxy fight for Opportune Financial
Findell Capital
Episode: Findell Capital's Brian Finn on Oportun $OPRT
Ben Kelleran
Correspondent from Kontrarian Korner
Episode: Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC

Host

Andrew Walker
Host of a podcast focusing on value investing, with a deep knowledge of various stock markets and financial analysis. Andrew is known for his engaging style and thorough preparation for discussions, often facilitating insightful interviews with industry experts.

Reviews

4.8 out of 5 stars from 358 ratings
  • Love Random Ramblings

    Keep them up!

    Apple Podcasts
    5
    RyanIsGay
    United Statesa year ago
  • Love the ramblings podcasts!

    Keep them going

    Apple Podcasts
    5
    Andy L*
    United Statesa year ago
  • 🫡

    I like the ramblings!

    Apple Podcasts
    5
    Punter3759
    Hong Konga year 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 Statesa year ago
  • Great Podcast

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

    Apple Podcasts
    5
    asianmenace
    United Statesa year ago

Listeners Say

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

Some feedback mentions frustrations about audio quality on certain episodes, albeit the content remains compelling.
The host is regarded as knowledgeable and well-prepared, cutting directly to relevant topics without unnecessary filler.
The podcast is praised for its focus on actionable investment strategies, making it a favorite among serious investors.
Listeners appreciate the depth of analysis and the quality of guests featured on the show.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Artem Fokin on Improving with AI and Expert Calls
Q: How do you separate the bias of a former employee during an expert call?
Establish the context and look for a preponderance of evidence rather than absolute certainty.
Sophon Capital's Thunderbird Entertainment Thesis $TBRD
Q: So, how does AI fit into the Thunderbird story?
AI causes workers to up level, right? To do more with less, have more output with less employees.
Sophon Capital's Thunderbird Entertainment Thesis $TBRD
Q: If I just took that away and just said, hey, this has been the case for four years, like, why hasn't it worked?
This has been circling around value investor clubs, and Thunderbird has been going through a period of extreme transition.
Guinea Value's Jingshu Zhang on $EDU
Q: What barriers do smaller players in the education sector face?
Smaller players struggle with limited public coverage and regulatory constraints that inhibit their operations, making it hard for them to compete with established firms like EDU.
Guinea Value's Jingshu Zhang on $EDU
Q: What is New Oriental and why are they so interesting?
New Oriental is an education service company based in China, founded in 1993, that saw significant stock instability, including a collapse of 95% due to government policy changes, but has since shown remarkable recovery.

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?

Engaging in the world of investment analysis, this podcast features in-depth discussions with top investors, focusing on specific stocks and companies they are currently involved with. The episodes tend to highlight actionable insights, strategies, and evolving trends within the investment landscape, providing listeners with a comprehensive understanding of various sectors and investment tactics. Unique features include interviews with experts from finance-related industries and a strong emphasis on the interplay between traditional investments and emerging technologies like AI.

Listeners are likely to appreciate the host's thorough preparation and the structured format that avoids unnecessary filler, allowing for a more direct exploration... more

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To see how many followers or subscribers Yet Another Value Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Yet Another Value Podcast?

These podcasts share a similar audience with Yet Another Value Podcast:

1. The Business Brew
2. The Acquirers Podcast
3. Focused Compounding
4. Behind the Balance Sheet
5. Value Investing with Legends

How many episodes of Yet Another Value Podcast are there?

Yet Another Value Podcast launched 5 years ago and published 346 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. Artem Fokin
2. Franco Chomonalez
3. Jingshu Zhang
4. Brian Laks
5. Orel Levy
6. David Bastion
7. Bill Chen
8. Brian Finn

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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