Yet Another Value Podcast

433 episodes · by Andrew Walker

About Yet Another Value Podcast

Yet Another Value Podcast is a podcast with 433 episodes in the PodLexicon database, each accompanied by a full searchable transcript and AI-generated summary. 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. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disc... PodLexicon indexes every episode of Yet Another Value Podcast and turns each one into a searchable AI summary — find the episode that covers a topic, track how that topic evolved over time, or compare what different guests said about it.

Topics Covered on Yet Another Value Podcast

Notable Guests on Yet Another Value Podcast

• Andrew Walker
• Chris Lee
• Alex Morris
• Chris Demuth
• Jeremy Raper
• Bern Hobart
• Chad Garcia
• Bill Chen
• Chris Muth
• Aaron Edelheit

Popular Episodes

• Guinea Value's Jinshu Zhang on Fiserv $FISV — Apr 2026
• Chris Paryse on Ferrellgas's big conversion $FGPR — Mar 2026
• March 2026 Random Ramblings — Mar 2026
• Night Watch's Roderick van Zuylen on Marex $MRX — Mar 2026
• Carriage House's Will Cleary on $FTAI — Mar 2026

Recent Episodes

• $TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital — October 01, 2026
• September 2026 Random Ramblings — September 25, 2026
• $FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital — September 22, 2026
• $NTDOY: is Nintendo's flywheel actually there? | Accrued Interest — September 18, 2026
• Ian Cassel on Stock Picker, the book that blew me away | MicroCapClub — September 15, 2026
• UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares — September 11, 2026
• Zack Buckley on $PRTH's take private — September 10, 2026
• $TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital — September 07, 2026
• $LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital — September 01, 2026
• $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo Navarro — August 30, 2026
• Late August 2026 Random Ramblings — August 27, 2026
• How to win a stock pitch competition | lessons from an Ira Sohn winner — August 25, 2026
• $ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners — August 20, 2026
• $NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital — August 17, 2026
• $DNOW: the boring distributor that could double on 2029 numbers | Firebird Management — August 14, 2026
• $HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove — August 07, 2026
• August 2026 Random Ramblings — August 04, 2026
• Management interviews: the most underdeveloped skill in investing | Ross O'Toole — August 02, 2026
• July 2026 Random Ramblings — July 27, 2026
• $LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley — July 24, 2026
• $PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin — July 20, 2026
• $CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity — July 14, 2026
• Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital — July 07, 2026
• $VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds — July 01, 2026
• Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA — June 30, 2026
• $FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest — June 28, 2026
• June 2026 Random Ramblings — June 25, 2026
• $YOU.L: is YouGov really an AI loser? | Jonathan Cohen, Zipperline Capital — June 21, 2026
• Alex Roepers on two deep-value special situations: $DCH and $NOMD — June 15, 2026
• Adam May on $ABVX's blowout data and subsequent stock crash — June 10, 2026
• Pershing Square Challenge 2026 finalists pitch Amadeus $AMS | the toll booth on global travel — June 04, 2026
• May 2026 Random Ramblings — May 31, 2026
• Pershing Square Challenge 2026 third place: Celsius $CELH — May 28, 2026
• Pershing Square Challenge 2026 runner-ups on Baker Hughes $BKR — May 25, 2026
• Pershing Square Challenge 2026 winners on DoorDash $DASH — May 22, 2026
• Why $PSUS deserves a premium to NAV and $PS deserves a premium multiple | Marlton's James Elbaor — May 19, 2026
• $DRVN Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capital — May 14, 2026
• $LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe — May 10, 2026
• $STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel — May 05, 2026
• Can Sprout Social Survive the SaaSpocalypse with Pernas Research's Deiya Pernas $SPT — April 30, 2026
• Chadd Garcia drills into LandBridge's value — April 26, 2026
• Investing in the SaaSpocalypse with Heller House's Marcelo Lima — April 23, 2026
• Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG — April 19, 2026
• April 2026 Random Ramblings — April 16, 2026
• Guinea Value's Jinshu Zhang on Fiserv $FISV — April 10, 2026
• Avory's Sean Emory on Clear Security $YOU — April 02, 2026
• Theravance's strategic review with Andy Summers $TBPH — March 29, 2026
• Night Watch's Roderick van Zuylen on Marex $MRX — March 27, 2026
• March 2026 Random Ramblings — March 25, 2026
• Adam May on investing in biotech $NKTR $ABVX — March 23, 2026