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Yet Another Value Podcast podcast

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Yet Another Value Podcast

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  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

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

 

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Progress

Duration

Release Date

#358

November 2025 Random Ramblings

Host Andrew Walker delivers his November ramblings with four key themes. He kicks things o... more

14 Nov 2025

29 MINS

29:23

14 Nov 2025

#357

Shining a light on Golden Entertainment's "wealth transfer" $GDEN

On the heels of sending an open letter to the Golden Entertainment's (GDEN; disclosure... more

11 Nov 2025

25 MINS

25:34

11 Nov 2025

#356

Chadd Garcia breaks down WaterBridge's post-IPO value creation story $WBI

Chadd Garcia joins the five timers club and talks about his investment thesis for WaterBri... more

09 Nov 2025

55 MINS

55:47

09 Nov 2025

#355

Gymkhana Partners' Andrei Stetsenko on Maharashtra Scooters and Indian Holdcos

Andrei Stetsenko from Gymkhana Partners explores the investment case for Indian holdcos in... more

03 Nov 2025

55 MINS

55:24

03 Nov 2025

#354

All things AI, Power, and Corporate Governance with SemiAnalysis's Doug O'Laughlin

Doug O’Loughlin of Fabricated Knowledge and SemiAnalysis returns to the podcast in to dive... more

28 Oct 2025

1 HR 00 MINS

1:00:52

28 Oct 2025

#353

October 2025 Random Ramblings

In this month’s episode of Yet Another Value Podcast, host Andrew Walker reflects on key i... more

24 Oct 2025

27 MINS

27:22

24 Oct 2025

#352

Marathon Partners' Mario Cibelli updates the Remitly Thesis $RELY

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mario Cibel... more

20 Oct 2025

58 MINS

58:51

20 Oct 2025

#351

Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Zack Buckle... more

13 Oct 2025

57 MINS

57:32

13 Oct 2025

#350

Unlocking Jardine Matheson's holdco value with Cayucos Capital's Dom St George

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Dom St. Georg... more

07 Oct 2025

43 MINS

43:38

07 Oct 2025

#349

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

In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Byrne Hobart... more

02 Oct 2025

1 HR 02 MINS

1:02:16

02 Oct 2025

#348

Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Steve Gorel... more

29 Sep 2025

55 MINS

55:21

29 Sep 2025

#347

September 2025 Random Ramblings

In this monthly solo episode of Yet Another Value Podcast, host Andrew Walker tackles four... more

25 Sep 2025

34 MINS

34:27

25 Sep 2025

#346

Shomik Ghosh's $CWAN bull thesis

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes returning guest ... more

22 Sep 2025

53 MINS

53:32

22 Sep 2025

#345

Artem Fokin on Improving with AI and Expert Calls

In this episode of Yet Another Value Podcast, Andrew Walker teams up again with Artem Foki... more

18 Sep 2025

1 HR 02 MINS

1:02:12

18 Sep 2025

#344

Sophon Capital's Thunderbird Entertainment Thesis $TBRD

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Franco Chomon... more

12 Sep 2025

57 MINS

57:32

12 Sep 2025

#343

Yummy Century Egg's Guowei Zhang Echostar follow up $SATS

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Wei from Yu... more

08 Sep 2025

1 HR 00 MINS

1:00:06

08 Sep 2025

#342

Railroader (August 2025 fintwit book club)

In this episode of Yet Another Value Podcast Book Club, host Andrew Walker and co-host Byr... more

02 Sep 2025

58 MINS

58:46

02 Sep 2025

#341

How to get a job in investing

In this episode of Yet Another Value Podcast, host Andrew Walker steps away from tradition... more

28 Aug 2025

36 MINS

36:22

28 Aug 2025