Yet Another Value Podcast
Hosted by Andrew Walker · 14 decoded episodes · newest Oct 1, 2026
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
Episodes 14
- Oct 1, 2026 · 1h 20mTurning Point bets on pouches to become nicotine’s third forceThe thesis hinges on whether Turning Point’s legacy businesses can fund Free and Alp before regulation, manufacturing, and management execution test the growth story.
- Sep 25, 2026 · 32 minRate hikes expose hidden weakness beneath strong indexesThe episode connects delayed borrowing costs, shifting asset allocations, and investor psychology to a market that may look healthier than it is.
- Sep 22, 2026 · 1h 8mShift4’s valuation tests the durability of its growth storyThe episode weighs whether Shift4’s depressed valuation reflects a temporary payments selloff or weakening economics in its core businesses.
- Sep 18, 2026 · 1h 8mSpotify’s economics strengthen as Nintendo’s flywheel stallsThe discussion tests whether Nintendo has escaped hardware-cycle dependence while weighing Spotify’s improving economics against Netflix’s still-substantial growth prospects.
- Sep 15, 2026 · 56 minIan Cassel makes firsthand research a microcap edgeThe conversation connects microcap investing technique with the harder work of judgment, self-knowledge, and surviving losses without abandoning a sound process.
- Sep 11, 2026 · 58 minUK boards leave cheap stocks trapped in a valuation gapThe episode argues that low UK valuations reflect not only market sentiment but also governance, ownership, and capital-allocation failures that investors can challenge.
- Sep 10, 2026 · 40 minInvestor challenges Priority’s take-private priceThe proposed $6.00–$6.15 offer puts Priority’s strategic value, special committee process, and standalone prospects under scrutiny.
- Sep 1, 2026 · 52 minLimbach’s setback tests the data-center investment thesisThe episode examines whether Limbach’s earnings decline reflects temporary execution and fixed-cost pressure or a deeper failure to capture demand in mission-critical construction.
- Aug 30, 2026 · 53 minSeeing Machines bets on regulation to unlock automotive cash flowThe episode tests whether European driver-monitoring rules can turn Seeing Machines’ concentrated market position into durable cash generation before financing and competition become binding risks.
- Aug 27, 2026 · 27 minHigher rates test AI infrastructure and investor disciplineThe episode connects interest-rate sensitivity, financing risk, and management capital allocation to the harder question of identifying durable compounders.
- Aug 25, 2026 · 30 minWinning stock pitches starts with playing the judging gameA strong investment idea can lose if its pitch ignores the competition’s rules, judges, time horizon, and demand for differentiated evidence.
- Aug 20, 2026 · 51 minEl Al’s wartime windfall tests the value of a durable moatEl Al’s profits, cash generation, and scarce airport access look unusually attractive, but their durability depends on competition, government obligations, and customer-funded liabilities.