Andrew Walker

Andrew Walker has 50 podcast episodes indexed on PodLexicon, appearing on shows including Yet Another Value Podcast and We Study Billionaires. Browse every conversation and read an AI-generated summary of each appearance.

Explore what Andrew Walker said about:
Artificial IntelligenceInvestingStartupsCryptoLeadershipMacroeconomicsClimatePersonal Finance

A tour through the media landscape with TSOH's Alex Morris

Yet Another Value Podcast · 2026-03-10

January 2026 Random Ramblings

Yet Another Value Podcast · 2026-01-28

Randy Baron's "Spicy" Victoria PLC Pitch

Yet Another Value Podcast · 2026-01-11

December 2025 Random Ramblings

Yet Another Value Podcast · 2025-12-30

UK Homebuilders with Christian Olesen from Olesen Value Fund

Yet Another Value Podcast · 2025-12-29

UK Homebuilders with Christian Olesen from Olesen Value Fund

Yet Another Value Podcast · 2025-12-29

$NATL and the sunset of ATMs with Undervalued and Undercovered's Hugo Navarro

Yet Another Value Podcast · 2025-12-26

John Malone's Memoirs: Born to be Wired book club

Yet Another Value Podcast · 2025-10-02

Artem Fokin on Improving with AI and Expert Calls

Yet Another Value Podcast · 2025-09-18

Sophon Capital's Thunderbird Entertainment Thesis $TBRD

Yet Another Value Podcast · 2025-09-12

How to get a job in investing

Yet Another Value Podcast · 2025-08-28

Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)

Yet Another Value Podcast · 2025-07-29

How Countries Go Broke (June 2025 Fintwit Book Club)

Yet Another Value Podcast · 2025-06-26

How Countries Go Broke (June 2025 Fintwit Book Club)

Yet Another Value Podcast · 2025-06-26

Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC

Yet Another Value Podcast · 2025-06-06

Pitch the PM's Doug Garber on $TUSK's mammoth cash balance

Yet Another Value Podcast · 2025-05-26

Random Ramblings April 2025

Yet Another Value Podcast · 2025-04-15

Avoiding the Zombie Biopharm trap at Keros $KROS

Yet Another Value Podcast · 2025-04-09

March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff

Yet Another Value Podcast · 2025-04-01

Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov

Yet Another Value Podcast · 2025-03-21

Yet Another Value's special situation: Sage Therapeutics $SAGE

Yet Another Value Podcast · 2025-02-20

SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers

Yet Another Value Podcast · 2025-02-11

Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"

Yet Another Value Podcast · 2025-01-21

Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks

Yet Another Value Podcast · 2024-11-20

Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services

Yet Another Value Podcast · 2024-11-15

GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis

Yet Another Value Podcast · 2024-10-13

Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch

Yet Another Value Podcast · 2024-08-20

Random Ramblings July 2024: stock price driving narrative + investing in products you don't like

Yet Another Value Podcast · 2024-07-25

Chris DeMuth's State of the Markets June 2024

Yet Another Value Podcast · 2024-07-03

Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination

Yet Another Value Podcast · 2024-07-01

Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift

Yet Another Value Podcast · 2024-06-18

Random Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertising

Yet Another Value Podcast · 2024-05-08

Chris DeMuth's State of the Markets April 2024

Yet Another Value Podcast · 2024-05-05

Matt Turk on why corporate history matters with Target Hospitality $TH

Yet Another Value Podcast · 2024-04-23

Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR

Yet Another Value Podcast · 2024-04-17

Chris DeMuth's State of the Markets March 2024

Yet Another Value Podcast · 2024-04-02

Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO

Yet Another Value Podcast · 2024-03-11

Chris DeMuth's State of the Markets February 2024

Yet Another Value Podcast · 2024-03-05

Oxy Capital's Pedro Sousa thesis on high quality, low cost gym facilities in the UK $GYM.L

Yet Another Value Podcast · 2024-02-22

The Science of Hitting's Alex Morris dissects "Letting Winners Run" philosophy and strategy

Yet Another Value Podcast · 2024-02-07

Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions

Yet Another Value Podcast · 2024-01-09

YAVP AMA hosted by Caro-Kann Capital's Artem Fokin

Yet Another Value Podcast · 2023-11-30

BONUS EPISODE: Michael Liu from Intelligent Fanatics Capital Management LIVE in VEGAS

Yet Another Value Podcast · 2023-05-21

Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE

Yet Another Value Podcast · 2023-02-13

TIP425: Top 5 predictions for 2022 w/ Andrew Walker

We Study Billionaires · 2022-02-25

Louis Camhi presents an ORIGINal investment thesis $ORGN

Yet Another Value Podcast · 2021-08-20

TIP359: The Rise and Fall of Archegos and Discovery w/ Andrew Walker

We Study Billionaires · 2021-07-09

Zack Silver on Liberty Media Investor Day and CuriosityStream (CURI)

Yet Another Value Podcast · 2020-11-24

Packy McCormick from Not Boring on Opendoor $IPOB

Yet Another Value Podcast · 2020-09-29

Announcing Yet Another Value Podcast

Yet Another Value Podcast · 2020-07-29