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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
James Dolan
Sphere Entertainment
MSG Sphere
UK Housing Market
Vistry Group
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 weeklyEpisodes378Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Yet Another Value Podcast

Latest Episodes

Dan Rasmussen and Greg Obenshain of Verdad Capital discuss their white paper on quantitative investing in biotech. Topics include why biotech’s complexity makes it attractive for systematic investors, how specialist fund ownership serves as a quality... more

Phil Namara of Antipodes discusses Volaris (VLRS), a Mexican low-cost airline with significant domestic exposure and cross-border routes into the U.S. Phil outlines the structural growth opportunity in Mexico’s aviation market, where air travel conti... more

In this episode of Yet Another Value Podcast, host Andrew Walker shares his February monthly random ramblings, recorded on February 12, 2026. He examines the growing AI-driven panic spreading across SaaS, insurance, trucking, office, and other sector... more

Host Andrew Walker speaks with Ryan Fennerty of AlphaSense about how investors can improve their use of expert calls and AI tools. Ryan shares practical ways to run better expert interviews, avoid bias, and extract deeper insight from operators. The ... more

Key Facts

Accepts Guests
Accepts Sponsors
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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

Phil Namara
Investment professional focused on global small and mid-cap stocks at Antipodes
Antipodes
Episode: Flying through the Volaris thesis with Antipodes' Phillip Namara
Ryan Fennerty
Director of AI Tools and Expert Calls at AlphaSense
AlphaSense
Episode: How investors can improve at expert calls and AI with AlphaSense's Ryan Fennerty
David Kaiser
Runs a quantitative/slash rules-based investment firm specializing in value investing.
Methodical Investments
Episode: Rules based investing with Methodical Investment's David Kaiser
Jeremy Raper
Involved in Aviation Leasing and shares insights on investment and shareholder dynamics.
Episode: Avation Post-Mortem with Jeremy Raper $AVAP
Adam Buckstein
Investor and educator discussing the business model of Stride.
Episode: Adam Buckstein's Stride Thesis $LRN
Jon Boyar
Friend of the host and expert from Boyar Research
Boyar Research
Episode: Boyar Research's Jon Boyar on 2026's Forgotten 40 $UBER $BATRA
Randy Baron
Friend of Andrew Walker and a frequent podcast guest
Episode: Randy Baron's "Spicy" Victoria PLC Pitch
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

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 372 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 States4 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.

Flying through the Volaris thesis with Antipodes' Phillip Namara
Q: What are the implications of the merger between Volaris and Viva?
The merger could consolidate the market, enhancing pricing power and operational efficiencies, with potential stock valuation increases post-merger.
Flying through the Volaris thesis with Antipodes' Phillip Namara
Q: What is Volaris and why are they so interesting?
Volaris is a low-cost airline in Mexico focusing on domestic markets and offers low fares compared to bus travel, with significant growth opportunities.
Rules based investing with Methodical Investment's David Kaiser
Q: You've got a rules-based system, and it's heavily value-based, right? Leans value. The past, let's call it 10, but I think it's been more like 15 years. Growth has stomped value, right?
Despite the dominance of growth, there's confidence that historical data will reveal a return to value opportunities.
Rules based investing with Methodical Investment's David Kaiser
Q: If somebody's listening to this, they're like, oh, we've got a quant guy on, I want individual stocks. What's just one thing that fundamental qualitative investors, concentrated fundamental investors could take away from rules-driven, quantitative models that would just improve their investing overall?
Qualitative and subjective investing can be excellent; having rules and a process gives comfort in consistent performance over time.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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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?

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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Which podcasts are similar to Yet Another Value Podcast?

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

1. Business Breakdowns
2. Capital Allocators – Inside the Institutional Investment Industry
3. The Meb Faber Show - Better Investing
4. Monetary Matters with Jack Farley
5. The Market Huddle

How many episodes of Yet Another Value Podcast are there?

Yet Another Value Podcast launched 6 years ago and published 378 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. Phil Namara
2. Ryan Fennerty
3. David Kaiser
4. Jeremy Raper
5. Adam Buckstein
6. Jon Boyar
7. Randy Baron
8. Christian Olesen

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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