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Artwork for Yet Another Value Podcast

Yet Another Value Podcast

Andrew Walker
Investment Strategies
Corporate Governance
Berkshire Hathaway
Value Investing
Private Equity
Investing
Carvana
Stock Market
Artificial Intelligence
Reits
Mergers and Acquisitions
Data Centers
Fintool
Real Estate
Volaris
Saas
Mexico
Watches Of Switzerland
IWG
E-Commerce

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 weeklyEpisodes429Founded6 years ago
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InvestingBusiness

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Artwork for Yet Another Value Podcast

Latest Episodes

Nintendo's flywheel is not there. That is Simeon McMillan's call, and it is the one that has media longs emailing me. His case: Switch 2 is the best console launch in history and the attach rate still came in well below Switch 1, the Mario Kart bundl... more

Ian Cassel has been picking microcaps for twenty years, and his argument in Stock Picker is that the edge everyone assumes has been arbitraged away is actually coming back. Not the spreadsheet edge. The one that comes from getting on a plane, spendin... more

A quarter of the companies on the London Stock Exchange's main board have disappeared in four years. Private equity keeps paying 50 and 60 percent premiums and still walking away with a bargain, because the starting valuations are broken. Swen Lorenz... more

In November 2025 Priority Technology's (PRTH, disclosure: long) chairman and CEO offered to take the company private at $6.00 to $6.15 a share, two days after a bad print knocked the stock from seven to five. Zack Buckley wrote a public letter opposi... more

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Recent Guests

Ian Cassel
Author of Stock Picker; founder of MicroCapClub and Planet MicroCap
Stock Picker book author; MicroCap Club/Planet MicroCap founder
Episode: Ian Cassel on Stock Picker, the book that blew me away | MicroCapClub
Sven Larsen
Founder at Undervalued-Shares (and author of letters critiquing UK capital allocation)
Undervalued-Shares
Episode: UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares
Alberto Viada
From Fruit Tree Capital
Fruit Tree Capital
Episode: $TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital
Yaron Naymark
Investor, 1 Main Capital
1 Main Capital
Episode: $LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
Evan Vanderveer
Investor at Vanshap Capital
Vanshap Capital
Episode: $NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Steve Gorelik
Investor, Firebird Management
Firebird Management
Episode: $DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
Ross O'Toole
Author of Breaking the Script: Mastery of Management Interviews
Author, Breaking the Script
Episode: Management interviews: the most underdeveloped skill in investing | Ross O'Toole
Hawkins Entrekin
Investor with a real estate background and founder of Valyte
Valyte
Episode: $PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
Ryan Bunn
Guest from Reference Equity
Reference Equity
Episode: $CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity

Host

Andrew Walker
Host focused on interviewing top investors and exploring value and event-driven ideas.

Reviews

4.8 out of 5 stars from 395 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 States4 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 Statesa year 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.

Audio quality and pacing are praised, with occasional complaints about interjections or ad reads.
Some feedback notes the show excels at actionable, stock-level theses and thoroughness.
Guests are highly relevant and provide deep investment thinking.
Listeners regard the host as a sharp interviewer who drives tight, insightful conversations.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Ian Cassel on Stock Picker, the book that blew me away | MicroCapClub
Q: How do you balance the emotional side of investing with discipline?
By building routines like journaling, meeting management teams to gain nuanced insights, and staying emotionally even-keeled through cycles, which helps me avoid overreacting to short-term moves and focus on longer-term fundamentals.
Zack Buckley on $PRTH's take private
Q: What makes Treasury Solutions particularly compelling within Priority?
Treasury Solutions is described as a high-margin, software-like cash-management backbone (CFTPay) that benefits from enterprise distribution and recurring revenue. Its margins and growth support a higher multiple than the traditional payments segment, contributing to a strong overall value proposition for Priority.
Zack Buckley on $PRTH's take private
Q: How do you view the long, ongoing strategic process and the lack of updates?
Despite limited public updates, the process appears to be active with negotiations behind the scenes and a robust process with independent advisers. The guest suggests the delay may reflect careful deliberation about maximizing intrinsic value, potentially involving third-party bids, and notes that a current comp like Payoneer informs the negotiation dynamics.
Zack Buckley on $PRTH's take private
Q: What is PRTH, and why is it interesting right now?
PRTH is a three-segment payments and software-enabled finance company. The Treasury/CFTPay segment, in particular, has high margins and recurring revenue, making the overall business seem undervalued relative to earnings potential and private-market comps. The investor on the episode argues the stock should trade higher given the strong cash flow and the quality of the Treasury solutions, which drives much of the value.
UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares
Q: What are the three main constituencies affecting a stock price, and which do you think bears the most responsibility?
There are owners, boards, and management; Sven argues boards bear significant responsibility due to governance and capital-allocation decisions, though all parties play a role and accountability is needed.

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?

This show features in-depth conversations with top investors and strategists, focusing on value investing, capital allocation, and event-driven theses. Episodes typically center on specific companies or sectors, linking macro trends to company fundamentals, with strong emphasis on deep-dive questions, management signals, and realistic theses that challenge traditional narratives. A recurring strength is pairing rigorous investment thinking with candid takes on leadership, data, and strategy, making it valuable for listeners who want structured insight into how successful investors assess opportunities and risks. A notable edge is the blend of traditional value approaches with contemporary themes like AI, private-market dynamics, and complex... 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. Behind the Balance Sheet
4. Excess Returns
5. The Meb Faber Show - Better Investing

How many episodes of Yet Another Value Podcast are there?

Yet Another Value Podcast launched 6 years ago and published 429 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. Ian Cassel
2. Sven Larsen
3. Alberto Viada
4. Yaron Naymark
5. Evan Vanderveer
6. Steve Gorelik
7. Ross O'Toole
8. Hawkins Entrekin

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