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
- Aug 17, 2026 · 53 minNubank tests the boundary between fintech and bankNubank’s valuation depends on whether investors see it as a scalable technology platform or a future mature bank exposed to Brazil’s risks.
- Aug 14, 2026 · 49 minDNOW bets on integration recovery to unlock distributor valueDNOW’s investment case depends on whether ERP disruption fades into stronger earnings and free cash flow without requiring a major rebound in drilling.