Yet Another Value Podcast
Een podcast door Andrew Walker
319 Afleveringen
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Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital
Gepubliceerd: 21-5-2025 -
Pershing Square Challenge 2025 winners on Carlisle $CSL
Gepubliceerd: 19-5-2025 -
Random Ramblings May 2025
Gepubliceerd: 14-5-2025 -
Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA
Gepubliceerd: 8-5-2025 -
Clashing Over Commerce (Fintwit Book Club April 2025)
Gepubliceerd: 2-5-2025 -
AI in Investing with Daloopa's founder Thomas Li
Gepubliceerd: 30-4-2025 -
Random Ramblings April 2025
Gepubliceerd: 15-4-2025 -
Avoiding the Zombie Biopharm trap at Keros $KROS
Gepubliceerd: 9-4-2025 -
Windward's Marc Chalfin Turtle Beach Thesis $TBCH
Gepubliceerd: 8-4-2025 -
David Capital's Adam Patinkin Updates the Vistry Thesis $VTY
Gepubliceerd: 5-4-2025 -
Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)
Gepubliceerd: 2-4-2025 -
March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff
Gepubliceerd: 1-4-2025 -
David Capital Partners' Adam Patinkin on Lifecore's CDMO business $LFCR
Gepubliceerd: 31-3-2025 -
Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG
Gepubliceerd: 24-3-2025 -
Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov
Gepubliceerd: 21-3-2025 -
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
Gepubliceerd: 19-3-2025 -
Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company
Gepubliceerd: 14-3-2025 -
Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter
Gepubliceerd: 11-3-2025 -
Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwit Book Club)
Gepubliceerd: 5-3-2025 -
Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research
Gepubliceerd: 28-2-2025
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
