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PODCAST

Yet Another Value Podcast

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:

business investing

All Episodes

01:03:49

Pershing Square Challenge 2025 winners on Carlisle $CSL

Yet Another Value Podcast ·

2025/05/19

In this episode of Yet Another Value Podcast, host Andrew Walker interviews the first-year Columbia MBA team who unanimously won the 18th Annual Pershing Square Challenge with their investment thesis on Carlisle Companies (CSL). The team—Tuan, Dimitry, and Erik—shares their detailed research into the commercial roofing giant, exploring its competitive moats, sticky customer relationships, management alignment, valuation framework, and opportunities for expansion. They discuss their firsthand trade

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00:35:18

Random Ramblings May 2025

Yet Another Value Podcast ·

2025/05/14

In this May 2025 edition of Yet Another Value Podcast, host Andrew Walker shares a range of thoughts in his monthly solo ramble. He opens with macro commentary on market resilience post-"Liberation Day" and ongoing CEO uncertainty. He transitions to the role of AI in investing, using analogies from sports to explore how AI may alter investor success profiles. Andrew dives into how management teams' sales skills can mislead investors and shares his growing skepticism from biotech engagements. The

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01:24:30

Cliff Sosin from CAS on Carvana and a bunch of other...

Yet Another Value Podcast ·

2025/05/08

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Cliff Sosin of CAS Investment Partners for his second appearance. Known for his concentrated, long-term investing approach, Cliff discusses the unique characteristics of Carvana's lending model, the intricacies of subprime finance, and why he believes Carvana's comeback story deserves a closer look. The conversation explores Cliff's investment philosophy, alternative data use, and risk management, while diving

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01:00:47

Clashing Over Commerce (Fintwit Book Club April 2025)

Yet Another Value Podcast ·

2025/05/02

In this episode of the Yet Another Value Podcast FinTwit Book Club, Andrew Walker is joined by Byrne Hobart of The Diff to discuss Clashing Over Commerce, a sweeping political and economic history of U.S. trade policy. Against the backdrop of current debates on tariffs, they explore how deeply tariffs shaped American politics, the surprising economic nuance found in 19th-century policy, and the recurring tensions between protectionism and free trade. From supply chain shifts to presidential power

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01:05:59

AI in Investing with Daloopa's founder Thomas Li

Yet Another Value Podcast ·

2025/04/30

In this episode of Yet Another Value Podcast, host Andrew Walker shares a webinar conversation with Thomas Li, CEO and co-founder of Daloopa, diving into how AI is transforming the workflows of fundamental investors. They explore real-world applications across hedge funds and investment banks, highlighting both the promise and current limitations of large language models in financial analysis. From note synthesis to risk modeling and center book evaluations, Thomas outlines the practical realities

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00:28:00

Random Ramblings April 2025

Yet Another Value Podcast ·

2025/04/15

In this month’s episode of Yet Another Value Podcast, host Andrew Walker goes solo with his April Ramble, recorded just before a whirlwind travel schedule kicks off. He opens with an update on KROS, a position he's long, discussing the company’s surprising move to evaluate strategic alternatives and what it reveals about investor skepticism in the busted biotech space. Andrew continues with a candidcritique of the biotech sector’s structural inefficiencies, urging investors to push harder on

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00:34:47

Avoiding the Zombie Biopharm trap at Keros $KROS

Yet Another Value Podcast ·

2025/04/09

In this episode of Yet Another Value Podcast, host Andrew Walker returns for a solo discussion on Keros Therapeutics (KROS), a biotech firm navigating a dramatic fall from grace. Once buoyed by hopes for its leading drug Cybo (KER-012), KROS is now reeling from halted trials and a steep drop in share price. Andrew lays out the case for why this company, despite setbacks, may still hold considerable value. He explores KROS's licensing deal with Takeda, their significant cash reserves, and

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00:45:45

Windward's Marc Chalfin Turtle Beach Thesis $TBCH

Yet Another Value Podcast ·

2025/04/08

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Marc Chalfin of Windward Capital to discuss Turtle Beach. Known for its gaming headsets and peripherals, Turtle Beach is at the center of a compelling capital allocation story. Marc outlines why the company’s recent PDP acquisition, aggressive buyback strategy, and positioning ahead of the Nintendo Switch refresh and GTA VI release create a rare opportunity. He also breaks down the company’s corporate turnaround, supply

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01:00:55

David Capital's Adam Patinkin Updates the Vistry...

Yet Another Value Podcast ·

2025/04/05

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Adam Patinkin of David Capital for his third appearance—this time for a much-requested update on British homebuilder and regeneration specialist Vistry (RY). Adam originally laid out a bold thesis in early 2024 that Vistry’s transition to a pure-play partnerships business could mirror the NVR success story. But after a string of profit warnings and a collapsing share price, listeners wanted answers. Adam walks through

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01:01:25

Focus Capital Advisers' Mordechai Yavneh on the...

Yet Another Value Podcast ·

2025/04/02

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mordechai, head of Focus Capital Advisers, for his third appearance. They unpack what Mordechai calls the greatest acquisition of all time—Valeura Energy's buyout of Gulf of Thailand oil assets. The two deals, acquired at rock-bottom prices, now generate more than their cost in monthly free cash flow. Mordechai explains theasset's unusual geology, the long-tail economics of its reserves, and why the market still

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01:05:54

March 2025 Fintwit Book Club: Diary of a Very Bad...

Yet Another Value Podcast ·

2025/04/01

In this episode of the Yet Another Value Podcast Monthly Book Club, host Andrew Walker is joined by Byrne Hobart, author of The Diff newsletter, to discuss Diary of a Very Bad Year: Confessions of an Anonymous Hedge Fund Manager. The conversation explores the book’s candid insights from a hedge fund manager navigating the 2008 financial crisis. Andrew and Byrne dig into the accuracy of predictions made in real time, the psychology of uncertainty, and the relevance of past financial mistakes to

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01:11:52

David Capital Partners' Adam Patinkin on Lifecore's...

Yet Another Value Podcast ·

2025/03/31

Adam Patinkin, CFA, Managing Partner at David Capital Partners, LLC, joins the podcast to discuss his thesis on Lifecore Biomedical, Inc. (NASDAQ: LFCR), a fully integrated contract development and manufacturing organization (“CDMO”). For more information about David Capital Partners, please visit: https://davidpartners.com/Chapters:[0:00] Introduction + Episode sponsor: Fintool[2:23] Who is David Capital and why $LFCR is interesting to Adam[6:16] $LFCR history[12:55] What is a CDMO (Contract

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01:09:50

Plural Investing's Chris Waller on the entertainment...

Yet Another Value Podcast ·

2025/03/24

Chris Waller, Founder and CIO at Plural Investing, joins the podcast for the third time to discuss his thesis on Seaport Entertainment Group Inc. (NYSE American: SEG), whose focus is to deliver unparalleled experiences through a combination of restaurant, entertainment, sports, retail and hospitality offerings integrated into one-of-a-kind real estate that redefine entertainment and hospitality.For more information about Plural Invest, please visit: https://www.pluralinvesting.com/Plural

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00:31:35

Random Ramblings March 2025: the market sell off,...

Yet Another Value Podcast ·

2025/03/21

Welcome to the March 2025 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: the market sell off, relationships with management teams - pros and cons, activism and corporate governance, and where to liveChapters:[0:00] Introduction + Episode sponsor: Daloopa[2:30] The market sell off[15:45] Developing relationships with management teams[22:02] Corporate governance and activism[25:26] Where to

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00:59:11

Optimist Fund's Jordan McNamee on ThredUp's value...

Yet Another Value Podcast ·

2025/03/19

Jordan McNamee, Founder and CIO of Optimist Fund, joins the podcast to share his thesis on ThredUp Inc. (Nasdaq: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and accessories.For more information about Optimist Fund, please visit: https://www.optimistfund.com/Chapters:[0:00] Introduction + Episode sponsor: Daloopa[1:39] What is ThredUp $TDUP and why they are interesting to Jordan[13:45] Why is this going to be a good business in the long-term[18:16] Why are

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00:47:50

Simon Kold, Author of "On the Hunt for Great...

Yet Another Value Podcast ·

2025/03/14

Simon Kold, Author of "On the Hunt for Great Companies" and Founder & Portfolio Manager at Kold Investments, joins the podcast to discuss what makes a great company based on his research and writing of his new book, "On the Hunt for Great Companies."You can buy your copy of Simon's new book, "On the Hunt for Great Companies" here: https://www.amazon.com/Hunt-Great-Companies-Evaluating-Durability/dp/1394285744Chapters:[0:00] Introduction + Episode sponsor: Fintool[2:30] Why Simon decided to write

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00:48:00

Alex Morris, TSOH & Author of "Buffett and Munger...

Yet Another Value Podcast ·

2025/03/11

Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss the 2024 Berkshire Annual Letter.You can buy your copy of Alex's new book, "Buffett and Munger Unscripted" here: hhttps://amzn.to/4asUWNiChapters:[0:00] Introduction + Episode sponsor: Fintool[2:40] Alex's initial thoughts on Berkshire's 2024 annual letter[4:23] Was there anything different for Alex reading the letter this year (having worked on the Buffett book

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00:54:01

Advanced Portfolio Management: A Quant's Guide for...

Yet Another Value Podcast ·

2025/03/05

Welcome to the latest edition of Yet Another Value Podcast's Book Club. Once a month, Andrew and co-host, Byrne Hobart, will discuss their thoughts on the book, "Advanced Portfolio Management: A Quant's Guide for Fundamental Investors" by Giuseppe A. Paleologo.See Byrne's writing at: https://www.thediff.co/"Advanced Portfolio Management: A Quant's Guide for Fundamental Investors" on Amazon: https://www.amazon.com/Advanced-Portfolio-Management-Fundamental-Investors/dp/1119789796Chapters:[0:00]

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00:29:12

Random Ramblings FEB 2025: Libra, changing your mind,...

Yet Another Value Podcast ·

2025/02/28

Welcome to the February 2025 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: Libra and Argentina, some things you've learned that changed your mind recently, lucky or unlucky stocks and doing hands-on research and personal experience.Chapters:[0:00] Introduction + Episode sponsor: Alphasense[2:45] Libra and Argentina[7:38] Changing your mind[16:32] Lucky or unlucky stocks[18:46] Hands-on research

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00:54:45

Kerrisdale Capital's Sahm Adrangi on $ACMR's price...

Yet Another Value Podcast ·

2025/02/26

Sahm Adrangi, Chief Investment Officer at Kerrisdale Capital, joins the podcast to share his thesis on ACM Research, Inc. (NASDAQ: ACMR), develops, manufactures and sells semiconductor process equipment spanning cleaning, electroplating, stress-free polishing, vertical furnace processes, track, PECVD, and wafer- and panel-level packaging tools, enabling advanced and semi-critical semiconductor device manufacturing.Kerrisdale Capital's $ACMR write-up:

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128 results

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