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22 episodes
Yet Another Value Podcast
by Andrew Walker · English
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 Views are my own and do not represent those of my employer.
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Farewell
Farewell episode from host Andrew Walker, ending “Another Value Podcast” after 400+ episodes and a decade of blog posts.
23 Oct 2026 · 2m · 4 chaptersThe cavalry isn't coming: UK stocks, relistings, and AI analysts | Ben Isaac, Brizo Capital
How AI is changing investment analyst/intern work; why “the cavalry isn’t coming” for UK governance; and whether UK (and other) firms should relist in the US for valuation and liquidity re-rates.
20 Oct 2026 · 1h 3m · 19 chaptersOctober 2026 Random Ramblings
Andrew Walker’s solo “monthly random ramblings” episode covering (1) how investors should judge management after a bad M&A deal is canceled, using Solstice Advanced Materials (SOLS) as an example;…
14 Oct 2026 · 33m · 18 chapters$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital
Whether Turning Point Brands (TPB) can become the “third player” in the U.S. nicotine pouch market alongside Zyn (Swedish Match/Philip Morris) and Velo (British American Tobacco/Reynolds).
1 Oct 2026 · 1h 19m · 23 chaptersSeptember 2026 Random Ramblings
Andrew Walker’s monthly “random ramblings” episode focused on (1) interest rates as “financial gravity” and why markets may be slow to adjust, (2) why major crashes/long bear markets seem rarer than…
25 Sep 2026 · 31m · 14 chapters$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital
Shift4 (FOUR) as a vertically integrated, card-present payments processor with strong restaurant, hotel, and stadium/event venue exposure; debate over whether organic growth is real amid payments…
22 Sep 2026 · 1h 7m · 28 chapters$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest
Yet Another Value episode with Simeon McMillan (Accrued Interest) covering Nintendo’s “flywheel” question and why he’s bearish, then shifting to why he’s bullish on Spotify and also bullish on…
18 Sep 2026 · 1h 7m · 26 chaptersIan Cassel on Stock Picker, the book that blew me away | MicroCapClub
Ian Cassel discusses his book Stock Picker and how he approaches microcap investing—blending personal narrative, qualitative research, and practical rules for visiting companies and interviewing…
15 Sep 2026 · 55m · 20 chaptersUK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares
The UK stock market is “dirt cheap” and undervalued; boards and major shareholders fail to act on capital allocation, governance, and investor communication, leading to frequent takeovers at large…
11 Sep 2026 · 57m · 22 chaptersZack Buckley on $PRTH's take private
Priority Technology Holdings (PRTH) and its CEO/Chairman Tom Priory’s November proposal to take the company private for about $6.00–$6.15 per share; Zach Buckley argues PRTH is undervalued and that…
10 Sep 2026 · 39m · 20 chapters$TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital
Tiendas 3B (TBBB), Mexico’s discount grocery retailer modeled after Aldi, and whether the stock is “too late” to buy given rapid growth, rich valuation, and risks of expanding beyond the current…
7 Sep 2026 · 49m · 22 chapters$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
Limbach (LMB) missed the data-center boom, but the guest argues it’s now an opportunity again due to stabilization in core owner-direct work and a new push into data centers.
1 Sep 2026 · 51m · 15 chapters$SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo Navarro
Seen Machines (S-C-E-E / C-S-E-E), a regulated DMS (driver monitoring system) duopoly in Europe, and why Hugo Navarro believes the company can generate “exploding” free cash flow via operating…
30 Aug 2026 · 52m · 21 chaptersLate August 2026 Random Ramblings
Andrew Walker’s solo “random ramblings” (Aug 26, 2026) on (1) equity risk premium vs bond yields and why P/E multiples didn’t fall in the 2010s, (2) public CEOs’ “weird” capital allocation, using…
27 Aug 2026 · 26m · 9 chapters
How to win a stock pitch competition | lessons from an Ira Sohn winner
How to win a stock pitch competition, framed as “selling yourself” and as a game where you must match the contest’s time horizon and judges’ investing style.
25 Aug 2026 · 29m · 19 chapters$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al (Israeli flag carrier) as a wartime transatlantic “monopoly” with downside protection: trades around ~2.3x EV/EBITDA, delevered balance sheet, large owned-asset base, and pricing power from…
20 Aug 2026 · 50m · 21 chapters$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Nubank (ticker NU) as a “Capital One in 1994 vs 2006” fintech banking parallel—why the market may be underpricing its long-term Brazil profit pool, plus risks from Brazil macro/credit, regulation,…
17 Aug 2026 · 52m · 20 chapters$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
D-NOW (D-N-O-W) as an oil-and-gas distributor poised for a turnaround after its 2014 spinoff and its more recent MRC Global merger; discussion centers on why the stock lagged for ~10 years and why…
14 Aug 2026 · 48m · 19 chapters$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
Cedar Grove Capital’s Paul Cerro discusses Hims & Hers (HIMS) and why he’s long again after prior successful long/short trades.
7 Aug 2026 · 1h 1m · 29 chaptersAugust 2026 Random Ramblings
Andrew Walker’s “bonus random ramblings” on (1) MicroStrategy/Strategy’s capital allocation and Bitcoin-linked strategy, (2) “situational awareness blow up” as a case study in risk management and…
4 Aug 2026 · 23m · 4 chaptersManagement interviews: the most underdeveloped skill in investing | Ross O'Toole
How to conduct and improve management interviews for fundamental investing, despite the risk of being misled by skilled, story-driven executives.
2 Aug 2026 · 49m · 16 chaptersJuly 2026 Random Ramblings
Andrew Walker’s July 2026 “Random Ramblings” covers (1) the “arrogance” of active investing and when to look in the mirror if you underperform, (2) evolving value principles vs chasing momentum (AI…
27 Jul 2026 · 28m · 9 chaptersWe use cookies.They keep VO running smoothly and help us improve it. Privacy policy