327 Episodes

  1. David Capital Partners' Adam Patinkin on Lifecore's CDMO business $LFCR

    Published: 31/03/2025

  2. Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG

    Published: 24/03/2025

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

    Published: 21/03/2025

  4. Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP

    Published: 19/03/2025

  5. Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company

    Published: 14/03/2025

  6. Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter

    Published: 11/03/2025

  7. Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwit Book Club)

    Published: 05/03/2025

  8. Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research

    Published: 28/02/2025

  9. Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings

    Published: 26/02/2025

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

    Published: 20/02/2025

  11. Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA

    Published: 19/02/2025

  12. Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN

    Published: 13/02/2025

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

    Published: 11/02/2025

  14. Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy

    Published: 07/02/2025

  15. Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model

    Published: 04/02/2025

  16. 1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis

    Published: 02/02/2025

  17. Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT

    Published: 22/01/2025

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

    Published: 21/01/2025

  19. More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club January 2025)

    Published: 15/01/2025

  20. Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL

    Published: 02/01/2025

2 / 17

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-disclaimer

Visit the podcast's native language site