Rephonic
Artwork for Yet Another Value Podcast

Yet Another Value Podcast

Andrew Walker
Investment Strategies
Investing
Corporate Governance
Berkshire Hathaway
Value Investing
Carvana
Private Equity
Stock Market
Vistry Group
Reits
Mergers and Acquisitions
Fintool
Volaris
Saas
Data Centers
Warren Buffett
Artificial Intelligence
Emerging Markets
Watches Of Switzerland
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 weeklyEpisodes408Founded6 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for Yet Another Value Podcast

Latest Episodes

Fox's stock is down about 25% since it agreed to buy Roku for $22 billion, and the market has decided the deal is a blunder. Simeon McMillan of Accrued Interest thinks the market is wrong. His case: Roku controls roughly 44% of how Americans reach st... more

SpaceX is buying Cursor for ~$60B, and one of the early backers was SBF. So was a convicted fraudster also the greatest VC of all time? That's where June's random ramblings start. From there: why I've flipped from AI doom toward AI as a force multipl... more

The market has decided YouGov ($YOU.L) is an AI loser and cut it ~50% in a year. Jonathan Cohen of Zipperline Capital thinks it's an AI winner trading at 6-7x EBITDA, with a 20-year proprietary dataset AI makes more valuable, not less. We spend the f... more

Alex Roepers of Atlantic Investment Management lays out two deeply cheap special situations: Dauch (DCH) and Nomad Foods (NOMD). In both, management is sending "dark arts" signals (an aggressive CEO payout struck well above the current price, heavy i... more

Key Facts

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

Similar Podcasts

People also subscribe to these shows.

The Acquirers Podcast
The Acquirers PodcastTobias Carlisle
Value Investing with Legends
Value Investing with LegendsColumbia Business School
Behind the Balance Sheet
Behind the Balance SheetStephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities
Business Breakdowns
Business BreakdownsColossus | Investing & Business Podcasts
Excess Returns
Excess ReturnsExcess Returns

Recent Guests

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
James Elbaor
Investment professional; Marlton expert on Pershing Square complex
Marlton
Episode: Why $PSUS deserves a premium to NAV and $PS deserves a premium multiple | Marlton's James Elbaor
Rich Howe
Rich Howe, founder of stockspinoffinvesting.com
stockspinoffinvesting.com
Episode: $LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe
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

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 Statesa month 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 States8 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.

Pershing Square Challenge 2026 runner-ups on Baker Hughes $BKR
Q: What do you think the market is missing that makes this a risk-adjusted opportunity?
They argue the market underappreciates the magnitude and durability of the IET transformation and the potential for service revenue to become a larger portion of margins over time, which would support a long-duration growth thesis beyond the traditional oilfield services cycle.
Pershing Square Challenge 2026 runner-ups on Baker Hughes $BKR
Q: What made you guys want to choose Baker Hughes?
The team saw Baker Hughes as a rare blend of cyclical energy exposure with a long-term, high-quality IET growth story. The two-business model creates a compelling backstop: a robust install base and a shift toward higher-margin service revenue, plus strategic acquisitions like Chart to accelerate LNG services, all supported by a management team with a clear long-term orientation.
Pershing Square Challenge 2026 winners on DoorDash $DASH
Q: What was the core insight that set your Doordash thesis apart from the market view?
The US restaurant growth story remains in the middle innings, with a high likelihood of continued user growth and frequency expansion, which, when combined with favorable demographics and higher penetration, creates a durable upside beyond what the street expects.
Pershing Square Challenge 2026 winners on DoorDash $DASH
Q: What made you choose Doordash from thousands of publicly traded stocks for the Pershing Square Challenge?
We looked for a company with a simple, easily explainable business model, strong brand recognition, and clear upside from structurally durable growth drivers like US restaurant expansion, plus meaningful optionality from international and vertical expansions, all supported by extensive primary research.
$DRVN Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capital
Q: What could Roark do next?
Roark could drive a strategic process including restatement resolution, potential divestitures of non-core brands, or even a full or partial sale, depending on how the accounting cleanup and market conditions unfold.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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.

Where can I find podcast stats for Yet Another Value Podcast?

Rephonic provides a wide range of podcast stats for Yet Another Value Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Yet Another Value Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Yet Another Value Podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Yet Another Value Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Yet Another Value Podcast?

Rephonic provides comprehensive predictive audience data for Yet Another Value Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Yet Another Value Podcast have?

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 Acquirers Podcast
2. Value Investing with Legends
3. Behind the Balance Sheet
4. Business Breakdowns
5. Excess Returns

How many episodes of Yet Another Value Podcast are there?

Yet Another Value Podcast launched 6 years ago and published 408 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Yet Another Value Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Yet Another Value Podcast?

Rephonic pulls ratings and reviews for Yet Another Value Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Yet Another Value Podcast?

Rephonic provides full transcripts for episodes of Yet Another Value Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Yet Another Value Podcast?

Recent guests on Yet Another Value Podcast include:

1. Jasdot Alani
2. Hide Okada
3. Elliot Tompris
4. Aaron Samuels
5. James Elbaor
6. Rich Howe
7. Leo Trudel
8. Deiya Pernas

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days