Yet Another Value Blog
Subscribe
Sign in
Home
Yet Another Value Podcast
Legal and Disclaimer
Archive
About
Latest
Top
Discussions
Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA (podcast #310)
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Cliff Sosin of CAS Investment Partners for his second appearance.
May 8
12
Share this post
Yet Another Value Blog
Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA (podcast #310)
Copy link
Facebook
Email
Notes
More
Clashing Over Commerce (Fintwit Book Club April 2025; episode #309)
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…
May 2
7
Share this post
Yet Another Value Blog
Clashing Over Commerce (Fintwit Book Club April 2025; episode #309)
Copy link
Facebook
Email
Notes
More
April 2025
AI in Investing with Daloopa's founder Thomas Li (podcast #308)
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…
Apr 30
6
Share this post
Yet Another Value Blog
AI in Investing with Daloopa's founder Thomas Li (podcast #308)
Copy link
Facebook
Email
Notes
More
Random Ramblings April 2025 (podcast #307)
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…
Apr 15
8
Share this post
Yet Another Value Blog
Random Ramblings April 2025 (podcast #307)
Copy link
Facebook
Email
Notes
More
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…
Apr 9
8
Share this post
Yet Another Value Blog
Avoiding the Zombie Biopharm trap at Keros $KROS (podcast #306)
Copy link
Facebook
Email
Notes
More
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.
Apr 8
12
Share this post
Yet Another Value Blog
Windward's Marc Chalfin Turtle Beach Thesis $TBCH (episode #305)
Copy link
Facebook
Email
Notes
More
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…
Apr 5
9
Share this post
Yet Another Value Blog
David Capital's Adam Patinkin Updates the Vistry Thesis $VTY (podcast #304)
Copy link
Facebook
Email
Notes
More
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.
Apr 2
9
Share this post
Yet Another Value Blog
Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy) (episode #303)
Copy link
Facebook
Email
Notes
More
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…
Apr 1
8
Share this post
Yet Another Value Blog
March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff (podcast #302)
Copy link
Facebook
Email
Notes
More
March 2025
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.
Mar 31
8
Share this post
Yet Another Value Blog
David Capital Partners' Adam Patinkin on how Lifecore's CDMO business $LFCR (podcast #301)
Copy link
Facebook
Email
Notes
More
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…
Mar 24
15
Share this post
Yet Another Value Blog
Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG (podcast #300)
Copy link
Facebook
Email
Notes
More
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.
Mar 21
11
Share this post
Yet Another Value Blog
Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov (podcast #299)
Copy link
Facebook
Email
Notes
More
5
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.
Mar 19
6
Share this post
Yet Another Value Blog
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP (podcast #298)
Copy link
Facebook
Email
Notes
More
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…
Mar 14
5
Share this post
Yet Another Value Blog
Simon Kold, Author of "On the Hunt for Great Companies," on what makes a great company (podcast #297)
Copy link
Facebook
Email
Notes
More
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…
Mar 11
9
Share this post
Yet Another Value Blog
Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter (podcast #296)
Copy link
Facebook
Email
Notes
More
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.
Mar 5
7
Share this post
Yet Another Value Blog
Fintwit Book Club February 2025: Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (podcast #295)
Copy link
Facebook
Email
Notes
More
February 2025
Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research (podcast #294)
Welcome to the February 2025 edition of Andrew's Random Ramblings on the Yet Another Value Podcast.
Feb 28
6
Share this post
Yet Another Value Blog
Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research (podcast #294)
Copy link
Facebook
Email
Notes
More
Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings (podcast #293)
Sahm Adrangi, Chief Investment Officer at Kerrisdale Capital, joins the podcast to share his thesis on ACM Research, Inc.
Feb 26
3
Share this post
Yet Another Value Blog
Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings (podcast #293)
Copy link
Facebook
Email
Notes
More
Yet Another Value's special situation: Sage Therapeutics $SAGE (podcast #292)
In today's episode of the Yet Another Value Podcast, Host, Andrew Walker, shares his thesis and presentation on Sage Therapeutics, Inc.
Feb 20
7
Share this post
Yet Another Value Blog
Yet Another Value's special situation: Sage Therapeutics $SAGE (podcast #292)
Copy link
Facebook
Email
Notes
More
3
Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA (podcast #291)
Shaul Rosten, Equity Analyst, Global Value at Redwheel, joins the podcast to share his thesis on Ayvens ($AYV.PA), a provider of full-service leasing…
Feb 19
7
Share this post
Yet Another Value Blog
Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA (podcast #291)
Copy link
Facebook
Email
Notes
More
Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN (episode #290)
Marc Chalfin, CIO, Founder & Portfolio Manager, and Jay Upadhyay, Senior Research Analyst, at Windward Management LP, join the podcast to share their…
Feb 13
15
Share this post
Yet Another Value Blog
Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN (episode #290)
Copy link
Facebook
Email
Notes
More
SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers (podcast #289)
Jeremie Eliahou Ontiveros, Technology Analyst at SemiAnalysis, joins the podcast to share his thoughts on the supply/demand dynamics of AI and data…
Feb 11
14
Share this post
Yet Another Value Blog
SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers (podcast #289)
Copy link
Facebook
Email
Notes
More
Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy (podcast #288)
Shomik Ghosh, Partner at Boldstart Ventures, joins the podcast for the second time to discuss his thesis on Kelly Partners (ASX: KPG / OTCQX: KPGHF), a…
Feb 7
6
Share this post
Yet Another Value Blog
Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy (podcast #288)
Copy link
Facebook
Email
Notes
More
Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model (podcast #287)
Aaron Chan, Founder and Managing Partner at Recurve Capital LLC, joins the podcast to discuss his thesis on Carvana Co.
Feb 4
8
Share this post
Yet Another Value Blog
Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model (podcast #287)
Copy link
Facebook
Email
Notes
More
2
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts