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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

00:55:47

Chadd Garcia breaks down WaterBridge's post-IPO value...

Yet Another Value Podcast ·

2025/11/09

Chadd Garcia joins the five timers club and talks about his investment thesis for WaterBridge (WBI). WaterBridge is a recent IPO that manages water from oil drilling, largely in the Permian Basin. Chadd's spent a lot of time on oil services and infrastructure, and he breaks down how this investment relates to prior investments in LandBridge, Texas Pacific, and Secure. He also talks about the opportunity for growth and pricing power at

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00:55:24

Gymkhana Partners' Andrei Stetsenko on Maharashtra...

Yet Another Value Podcast ·

2025/11/03

Andrei Stetsenko from Gymkhana Partners explores the investment case for Indian holdcos in general and Maharashtra Scooters in particular. Andrei outlines why he isn't just looking for a discount to NAV; he talks about how he breaks down the underlying NAV and incentives of the key players when assessing an Indian holdco, and how he believes the control of the Bajaj Group can create long term value.Gymkhana Partners website: www.gymkhanapartners.comGymkhana's Q3 letter:

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01:00:52

All things AI, Power, and Corporate Governance with...

Yet Another Value Podcast ·

2025/10/28

Doug O’Loughlin of Fabricated Knowledge and SemiAnalysis returns to the podcast in to dive into all things AI, Power, and Corporate Governance. On the AI side, they discuss where we are in the cycle, if AI is a bubble, and what will drive the next leg of growth. On the corporate governance side, they discuss using signals like off-cycle PSU grants to reflexive incentive structures to find investments, as well as diving into some topical examples. (PS- Doug’s last appearance was podcast #166 on

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00:27:22

October 2025 Random Ramblings

Yet Another Value Podcast ·

2025/10/24

In this month’s episode of Yet Another Value Podcast, host Andrew Walker reflects on key investing themes from October 2025. He probes Warren Buffett’s late-stage performance, introducing a concept called “risk riding” and considers the unseen risks that may have shaped Buffett’s recent success. Andrew also critiques excessive investor relations spending, explores a tweet on the underappreciated value of averaging up, and questions the mindset behind stocks being “cheaper today than

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00:58:51

Marathon Partners' Mario Cibelli updates the Remitly...

Yet Another Value Podcast ·

2025/10/20

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mario Cibelli of Marathon Partners for his fifth appearance. This time, they revisit Remitly (RELY), a name Mario originally pitched a year ago on podcast #266. The stock has seen ups and downs since, prompting a fresh look at its fundamentals, growth trajectory, and competitive standing—especially against players like Wise. The duo explores key risks including stablecoin disruption, regulatory dynamics, fraud prevention,

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00:57:32

Working out Basic Fit's Value with Buckley Capital's...

Yet Another Value Podcast ·

2025/10/13

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Zack Buckley of Buckley Capital Partners to discuss Basic-Fit, Europe’s largest gym chain. Zack shares why the market has been overly pessimistic on the name, despite long-term growth potential. They break down what went wrong post-2020, unit economics, and whether Basic-Fit can finally deliver on expectations. Zack also outlines the opportunity in France’s 24/7 gym shift, the underappreciated moat in Basic-Fit's

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00:43:38

Unlocking Jardine Matheson's holdco value with...

Yet Another Value Podcast ·

2025/10/07

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Dom St. George from Cayucos Capital about Jardine Matheson, a complex, centuries-old conglomerate currently trading at a discount to its net asset value. Dom shares insights from over a decade of following the company, breaking down its historic roots, complicated structure, and the recent strategic overhaul under fifth-generation leadership. The conversation digs into the potential implications of new private equity hires,

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01:02:16

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

Yet Another Value Podcast ·

2025/10/02

In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Byrne Hobart from The Diff for the monthly book club. They discuss Born to Be Wired, the newly released memoir of John Malone. The conversation explores Malone’s strategic mastery, his historical and modern media investments, thoughts on taxation, and media regulation. Andrew and Byrne also reflect on Liberty’s recent underperformance, Malone’s approach to succession, and the evolving media landscape. They close with a

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00:55:21

Firebird Management's Steve Gorelik's Molina...

Yet Another Value Podcast ·

2025/09/29

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Steve Gorelik from Firebird Management for a deep dive into Molina Healthcare (ticker: MOH). Together, they explore the sharp drop in Molina's stock despite its long-standing compounder reputation. Steve outlines how Molina operates as a low-cost Medicaid-focused managed care organization, making it uniquely resilient amid rising medical costs and regulatory challenges. They discuss Molina’s competitive advantages,

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00:34:27

September 2025 Random Ramblings

Yet Another Value Podcast ·

2025/09/25

In this monthly solo episode of Yet Another Value Podcast, host Andrew Walker tackles four wide-ranging themes: Trump’s suggestion to change SEC reporting from quarterly to semi-annual filings, Elon Musk’s astonishing $1B open market Tesla buy, the potential for alpha from structural market changes, and the fine line between improvement and mindless investing practice. Andrew also shares candid thoughts on investor judgment and the current explosion of meme stocks. Tune in for an honest and

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00:53:32

Shomik Ghosh's $CWAN bull thesis

Yet Another Value Podcast ·

2025/09/22

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes returning guest Shomik Ghosh for a deep dive into Clearwater Analytics (C-WAN). Known for his detailed research, Shomik breaks down C-WAN’s business model, recent acquisitions, valuation metrics, and long-term growth outlook. They explore how Clearwater’s sticky, cloud-native platform is disrupting legacy financial systems and what makes its data architecture and integration vision compelling. From insurance to asset

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01:02:12

Artem Fokin on Improving with AI and Expert Calls

Yet Another Value Podcast ·

2025/09/18

In this episode of Yet Another Value Podcast, Andrew Walker teams up again with Artem Fokin, head of Caro-Kann Capital, for a deep dive into research tools reshaping modern investing. Originally recorded as a webinar for AlphaSense, they explore how AI and expert call libraries have revolutionized solo and institutional investor workflows. Artem shares how he integrates AlphaSense’s newest tools—like Grid and Deep Research—into his diligence process, and the pair compare approaches to conducting and

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00:57:32

Sophon Capital's Thunderbird Entertainment Thesis $TBRD

Yet Another Value Podcast ·

2025/09/12

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Franco Chomonalez from Sophon Capital to analyze Thunderbird Entertainment (TBRD). Franco shares why the microcap Canadian animation and media company—trading at just 1.6x EBITDA—fits Sophon’s investment criteria. They discuss Thunderbird’s three revenue models, its role as a low-cost production partner for Disney, and the competitive advantages stemming from Canadian tax credits. The conversation also explores failed

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01:00:06

Yummy Century Egg's Guowei Zhang Echostar follow up...

Yet Another Value Podcast ·

2025/09/08

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Wei from Yummy Century Stocks for a follow-up on EchoStar/Sats. They analyze the surprise $23 billion spectrum deal with AT&T, what it means for the rest of the spectrum portfolio, and whether liquidation or a new satellite venture is next. The discussion touches on cable’s strategic options, risks of regulatory interference, and shifting dynamics in fixed wireless and spectrum valuation. They also explore ongoing

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00:58:46

Railroader (August 2025 fintwit book club)

Yet Another Value Podcast ·

2025/09/02

In this episode of Yet Another Value Podcast Book Club, host Andrew Walker and co-host Byrne Hobart of The Diff discuss Railroader, the biography of Hunter Harrison—one of the most transformative figures in modern railroading. They explore Harrison’s management style, capital discipline, and the precision scheduled railroading model he pioneered. The conversation digs into his alliances with Bill Ackman and Paul Hilal, controversial board dynamics, and the balance between performance and persona

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00:36:22

How to get a job in investing

Yet Another Value Podcast ·

2025/08/28

In this episode of Yet Another Value Podcast, host Andrew Walker steps away from traditional investing talk to offer a focused career guide for young professionals. Aimed at college students, MBA candidates, or early-career professionals seeking entry into public market investing, Andrew shares practical advice on everything from earning credibility to crafting cold emails, writing substack pitches, and giving impactful stock pitches. He explains actionable strategies like starting a pseudonymous

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00:50:08

Guinea Value's Jingshu Zhang on $EDU

Yet Another Value Podcast ·

2025/08/24

In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Jingshu from Guinea Value to discuss New Oriental Education (ticker: EDU), a Chinese education services firm. They explore the company’s dramatic fall in 2021 following regulatory crackdowns, its surprising rebound, and its resilience in the face of industry headwinds. Jingshu shares rare firsthand insights from his own experience founding a similar business, giving unique context to New Oriental’s position in the market

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01:26:12

Perfecting the Investing Craft with Caro-Kann’s Artem...

Yet Another Value Podcast ·

2025/08/21

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back recurring guest Artem Fokin for a wide-ranging discussion on perfecting the craft of investing. Skipping individual stock pitches, they explore long-term process improvements, the role of AI in research, and how expert calls have changed their approach. Artem and Andrew debate the statistical validity of track records, the impact of conviction borrowing, and the future of market efficiency in an AI-driven world. Listeners

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00:30:44

August 2025 Random Ramblings

Yet Another Value Podcast ·

2025/08/19

In this August 2025 edition of Yet Another Value Podcast, host Andrew Walker returns with his signature monthly ramblings. Andrew unpacks the strange dynamics in today’s bifurcated market — where AI giants soar while traditional sectors flounder. He explores whether buybacks post-earnings miss signal strength or delusion, muses on “hot girl marketing” with a focus on Sydney Sweeney’s campaigns, and discusses what drives real ROI in celebrity partnerships. He closes with reflections on sizing up when

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01:00:18

SemiAnalysis' Jeremie Eliahou Ontiveros on all things...

Yet Another Value Podcast ·

2025/08/18

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes Jeremie from SemiAnalysis for a deep exploration into the surging demand for power infrastructure driven by AI. Jeremie breaks down the evolving trends in onsite gas turbines, the shift from diesel generators, and how data centers are racing to scale quickly. They dissect hyperscaler capex forecasts, the sustainability of GPU investments, and the contrasting strategies of CoreWeave and Oracle. The discussion extends to

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126 results

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