Yet Another Value Podcast

Por: Andrew Walker
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
366 episodios disponibles

Latest episodes of the podcast Yet Another Value Podcast

Mostrando página 4 de 19

Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG 24/03/2025
Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov 21/03/2025
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP 19/03/2025
Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company 14/03/2025
Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter 11/03/2025
Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwit Book Club) 05/03/2025
Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research 28/02/2025
Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings 26/02/2025
Yet Another Value's special situation: Sage Therapeutics $SAGE 20/02/2025
Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA 19/02/2025
Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN 13/02/2025
SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers 11/02/2025
Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy 07/02/2025
Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model 04/02/2025
1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis 02/02/2025
Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT 22/01/2025
Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted" 21/01/2025
More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club January 2025) 15/01/2025
Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL 02/01/2025
Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives 27/12/2024
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