Yet Another Value Blog

Yet Another Value Blog

Home
Yet Another Value Podcast
Legal and Disclaimer
Archive
About
Weekend thoughts: this time IS different for busted biopharm, part 2 (this time is better and a call to action)
This post is part 2 in my series on busted biotechs.
1
Avoiding the Zombie Biopharm trap at Keros $KROS (podcast #306)
In this episode of Yet Another Value Podcast, host Andrew Walker returns for a solo discussion on his Keros Therapeutics (KROS) thesis. KROS is a…
1
Some mid-month (premium) tariff updates
My lord what a few weeks.
1
Windward's Marc Chalfin Turtle Beach Thesis $TBCH (episode #305)
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Marc Chalfin of Windward Capital to discuss Turtle Beach.
David Capital's Adam Patinkin Updates the Vistry Thesis $VTY (podcast #304)
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…
Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy) (episode #303)
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mordechai, head of Focus Capital Advisers, for his third appearance.
March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff (podcast #302)
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…
Weekend thoughts: this time IS different for busted biopharm, part 1 (history, hypotheticals, and examples)
Q1 is (almost) in the books.
7

March 2025

Some things and ideas: March 2025
My monthly overview (Monthly recurring piece)
David Capital Partners' Adam Patinkin on how Lifecore's CDMO business $LFCR (podcast #301)
Adam Patinkin, CFA, Managing Partner at David Capital Partners, LLC, joins the podcast to discuss his thesis on Lifecore Biomedical, Inc.
March 2025 premium update
Before we get to the updates- first, thank you so much for subscribing to the premium site!
4
Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG (podcast #300)
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…
Weekend thoughts: space phone wars, mobile operators words don't match their actions, and $ASTS
Q1 is (almost) in the books.
4
Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov (podcast #299)
Welcome to the March 2025 edition of Andrew's Random Ramblings on the Yet Another Value Podcast.
5
Another for the (premium) net cash blow up basket
I realize I’m a broken record, but my favorite space right now remains biotech trading below net cash. I’ve now written up four different ones: SAGE…
7
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP (podcast #298)
Jordan McNamee, Founder and CIO of Optimist Fund, joins the podcast to share his thesis on ThredUp Inc.
Some (premium) mid-month updates
With a bunch of market volatility and earnings season largely passed, I wanted to do a mid-month update on a bunch of premium names.
11
Simon Kold, Author of "On the Hunt for Great Companies," on what makes a great company (podcast #297)
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…
"Markets in turmoil": tariffs edition and rebalancing your portfolio
Every month, I like to use CNN’s fear and greed index to gauge Mr.
5
Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter (podcast #296)
Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss the 2024 Berkshire…
One more for the (premium) net cash basket
I realize I’m a broken record, but my favorite space right now remains biotech trading below net cash. I’ve written up three different ones: SAGE (which…
Fintwit Book Club February 2025: Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (podcast #295)
Welcome to the latest edition of Yet Another Value Podcast's Book Club.
Another (premium) squeeze
It has been a….
7
Some things and ideas: February 2025
My monthly overview (Monthly recurring piece)
7
© 2025 Andrew Walker
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture