Rephonic
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
MSG Sphere
Las Vegas
James Dolan
Sphere Entertainment
Vistry Group
UK Housing Market
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 weeklyEpisodes355Founded5 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for Yet Another Value Podcast

Latest Episodes

Andrei Stetsenko from Gymkhana Partners explores the investment case for Indian holdcos in general and Maharashtra Scooters in particular. Andrei outlines why he isn't just looking for a discount to NAV; he talks about how he breaks down the underlyi... more

Doug O’Loughlin of Fabricated Knowledge and SemiAnalysis returns to the podcast in to dive into all things AI, Power, and Corporate Governance. On the AI side, they discuss where we are in the cycle, if AI is a bubble, and what will drive the next le... more

In this month’s episode of Yet Another Value Podcast, host Andrew Walker reflects on key investing themes from October 2025. He probes Warren Buffett’s late-stage performance, introducing a concept called “risk riding” and considers the unseen risks ... more

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mario Cibelli of Marathon Partners for his fifth appearance. This time, they revisit Remitly (RELY), a name Mario originally pitched a year ago on podcast #266. The stock ... 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 Business Brew
The Business BrewBill Brewster
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

Recent Guests

Dom St. George
Investment professional at Cayucos Capital
Cayucos Capital
Episode: Unlocking Jardine Matheson's holdco value with Cayucos Capital's Dom St George
Steve Gorelik
Investment professional at Firebird Management
Firebird Management
Episode: Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH
Shomik Ghosh
Thoughtful investor known for deep research into growth companies
Episode: Shomik Ghosh's $CWAN bull thesis
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

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 360 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.

All things AI, Power, and Corporate Governance with SemiAnalysis's Doug O'Laughlin
Q: What is one significant difference in opinion between specialist investors and industry experts you encounter?
Specialist investors often focus on the competitive environment and the relative performance of companies, while industry experts are more concerned with the absolute demand for products within a growing market.
All things AI, Power, and Corporate Governance with SemiAnalysis's Doug O'Laughlin
Q: What do you think is one thing a generalist investor might not understand compared to a specialist investor?
The infrastructure side of semiconductors and energy is really hard to grasp for generalist investors as they may not see the scale and speed at which these industries are growing.
Marathon Partners' Mario Cibelli updates the Remitly Thesis $RELY
Q: What do you think would cause Remitly to not work out in the future?
Cibelli believes that if market penetration does not increase as anticipated, growth could stall, which would lead to disappointing investment prospects.
Marathon Partners' Mario Cibelli updates the Remitly Thesis $RELY
Q: Can you compare and contrast Remitly and Wise?
Cibelli expresses frustration over the frequent comparison, indicating that Wise has a strong base of shareholders and that both companies have different business models with distinct advantages.
Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH
Q: What are the predictors for the growth of Molina Healthcare?
Molina's growth is due to gaining market share through successful tenders and acquiring underperforming insurers.

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?

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

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

How many episodes of Yet Another Value Podcast are there?

Yet Another Value Podcast launched 5 years ago and published 355 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. Dom St. George
2. Steve Gorelik
3. Shomik Ghosh
4. Artem Fokin
5. Franco Chomonalez
6. Jingshu Zhang
7. Brian Laks
8. Orel Levy

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