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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
Artificial Intelligence
Private Equity
Carvana
Stock Market
Reits
Mergers and Acquisitions
Data Centers
Fintool
Real Estate
Saas
Volaris
Warren Buffett
Mexico
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 weeklyEpisodes435Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Yet Another Value Podcast

Latest Episodes

A bittersweet episode as it's the conclusion of Yet Another Value Podcast. Thank you to everyone who read, watched, listened and engaged all these years. Meeting so many great people has been the highlight of the whole thing, so please stay in touch.... more

Brizo Capital's Ben Isaac and I dig into the stuff we've bonded over for years: why the cavalry isn't coming to save value investors, the opportunity set in the UK, how investors can work with boards to improve governance and alignment, and whether r... more

Starbucks and Chipotle might be the merger with the fewest synergies two companies in the same industry could possibly have: different supply chains, different kitchens, you can't even put them under one roof. The only synergy is one man. Brian Nicco... more

Nicotine pouches might be the best new consumer category in decades: cheap to make, high margin, and sticky once someone gets hooked, the same traits that made Philip Morris a 16.5% a year compounder for close to a century. George Baxter of Saberpoin... more

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Recent Guests

Ben Isaac
Investor at Brizo Capital and Columbia business school instructor
Brizo Capital
Episode: The cavalry isn't coming: UK stocks, relistings, and AI analysts | Ben Isaac, Brizo Capital
George Baxter
Investor, Saberpoint Capital
Saberpoint Capital
Episode: $TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital
Andrew Carreon
Value investor and frequent collaborator with the host on this episode
Episode: $FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital
Simeon McMillan
From Accrued Interest, invited guest
Accrued Interest
Episode: $NTDOY: is Nintendo's flywheel actually there? | Accrued Interest
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
Zack Buckley
Founder of Buckley Capital
Buckley Capital
Episode: Zack Buckley on $PRTH's take private
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

Host

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

Reviews

4.8 out of 5 stars from 396 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 States5 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.

The cavalry isn't coming: UK stocks, relistings, and AI analysts | Ben Isaac, Brizo Capital
Q: Do you think the South Korea market right now, is that Japan 2.0 or are you seeing something different?
Isaac sees South Korea as attractive, with compelling valuations and reforms underway, but says more work is needed to make governance codes minority-shareholder-friendly. Family control and complex holding-company structures make its reform path different from Japan's.
The cavalry isn't coming: UK stocks, relistings, and AI analysts | Ben Isaac, Brizo Capital
Q: How has the analyst and internship role been evolving over the past few years as AI has come in?
Isaac says AI helps analysts gather information and process data faster, but students must use it to support rather than replace their thinking. Firms vary in their adoption because of compliance, security and data-access concerns. He expects AI to increase the value of analysts who can collect differentiated information through research and personal contacts.
$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest
Q: How does Simeon view Spotify's path to margin expansion?
He sees Spotify potentially expanding margins through ongoing licensing efficiency, better cost discipline on podcasts, and growing premium subscriptions, which could drive earnings growth even as multiple expansion moderates.
$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest
Q: What is Simeon's main concern with Nintendo's long-term flywheel thesis?
Simeon argues that Nintendo's flywheel is not as robust as bulls claim, because the company relies on hardware sales and a limited set of flagship titles; without stronger, ongoing exclusive content and a viable Switch 2 cycle, the hardware-driven growth may stall, limiting long-term shareholder upside.
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.

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. The Acquirers Podcast
2. Excess Returns
3. Behind the Balance Sheet
4. The Meb Faber Show - Better Investing
5. Chit Chat Stocks

How many episodes of Yet Another Value Podcast are there?

Yet Another Value Podcast launched 6 years ago and published 435 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. Ben Isaac
2. George Baxter
3. Andrew Carreon
4. Simeon McMillan
5. Ian Cassel
6. Sven Larsen
7. Zack Buckley
8. Alberto Viada

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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