YAVP AMA hosted by Caro-Kann Capital's Artem Fokin

Nov 30, 2023

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Artem Fokin, Portfolio Manager at Caro-Kann Capital LLC, returns to the podcast to do a fun AMA, not as a guest, but putting his hosting skills to the test and interviewing YAVP host, Andrew Walker.

For more information about Caro-Kann Capital, please visit: http://caro-kann-capital.com/

Chapters:

[1:25] Introduction + Episode sponsor: Alphasense

[3:03] Idea/inspiration for launching Yet Another Value Podcast

[5:56] 5% that is not "Podcast Andrew"

[7:10] YAVP format - how Andrew got to this podcast format

[10:56] Sourcing guests

[18:07] Interview preparation process

[26:29] Interviewer inspiration and how Andrew's interview style have evolved

[30:14] Striking a balance between leading guests too much vs. letting guests go on their own paths

[32:07] What makes a stock pitch stand out? Good stock idea vs. good stock pitch

[36:55] How has being a podcast host made Andrew a better investor?

[39:37] Andrew's investment style and philosophy

[42:42] How many ideas did Andrew end up investing in post-publishing a podcast

[45:02] What Andrew has learned about building a network, a community and connecting with people from the podcast

[47:41] Three people in the world Andrew wants to have on the podcast and the funniest moment thus far

[53:28] Three companies that Andrew would like to see discussed on the podcast

[55:59] Where does Andrew want to see the podcast go

Today's episode is sponsored by: Alphasense

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