Home /
Podcasts /
Yet Another Value Podcast
Yet Another Value Podcast
421 episodes · by Andrew Walker
About Yet Another Value Podcast
Yet Another Value Podcast is a podcast with 421 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
Constellation Software's Origin and Model Scalability of Acquisition-Led Compounding Reverse DCF and Implied Returns Organic Growth, Pricing Power, and Churn Capital Allocation Discipline and Incentives Defensibility of Vertical Market Software Governance as an Investment Signal Spring-Loading and Option Grant Tactics
Notable Guests on Yet Another Value Podcast
Popular Episodes
Recent Episodes
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners — August 20, 2026$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, 2026August 2026 Random Ramblings — August 04, 2026Management interviews: the most underdeveloped skill in investing | Ross O'Toole — August 02, 2026July 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, 2026Adam 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, 2026Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA — June 30, 2026$FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest — June 28, 2026June 2026 Random Ramblings — June 25, 2026$YOU.L: is YouGov really an AI loser? | Jonathan Cohen, Zipperline Capital — June 21, 2026Alex Roepers on two deep-value special situations: $DCH and $NOMD — June 15, 2026Adam May on $ABVX's blowout data and subsequent stock crash — June 10, 2026Pershing Square Challenge 2026 finalists pitch Amadeus $AMS | the toll booth on global travel — June 04, 2026May 2026 Random Ramblings — May 31, 2026Pershing Square Challenge 2026 third place: Celsius $CELH — May 28, 2026Pershing Square Challenge 2026 runner-ups on Baker Hughes $BKR — May 25, 2026Pershing Square Challenge 2026 winners on DoorDash $DASH — May 22, 2026Why $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, 2026Can Sprout Social Survive the SaaSpocalypse with Pernas Research's Deiya Pernas $SPT — April 30, 2026Chadd Garcia drills into LandBridge's value — April 26, 2026Investing in the SaaSpocalypse with Heller House's Marcelo Lima — April 23, 2026Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG — April 19, 2026April 2026 Random Ramblings — April 16, 2026Guinea Value's Jinshu Zhang on Fiserv $FISV — April 10, 2026Avory's Sean Emory on Clear Security $YOU — April 02, 2026Theravance's strategic review with Andy Summers $TBPH — March 29, 2026Night Watch's Roderick van Zuylen on Marex $MRX — March 27, 2026March 2026 Random Ramblings — March 25, 2026Adam May on investing in biotech $NKTR $ABVX — March 23, 2026Chris Paryse on Ferrellgas's big conversion $FGPR — March 20, 2026Accrued Interest's Simeon McMillan on $VSNT and the evolving media space — March 14, 2026A tour through the media landscape with TSOH's Alex Morris — March 10, 2026Carriage House's Will Cleary on $FTAI — March 09, 2026Roy Swisa on $DJCO — March 03, 2026Investing in Biotech with Verdad Capital — February 24, 2026Flying through the Volaris thesis with Antipodes' Phillip Namara — February 20, 2026February 2026 Random Ramblings — February 17, 2026How investors can improve at expert calls and AI with AlphaSense's Ryan Fennerty — February 15, 2026Rules based investing with Methodical Investment's David Kaiser — February 08, 2026Bill Chen's follow up on REITs and $ALX — February 05, 2026Bill Chen on the current set up for REITs — February 03, 2026
Search all Yet Another Value Podcast transcripts →