Yet Another Value Podcast
Andrew Walker
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
Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer
Episodes
Mentioned books
Jun 18, 2024 • 23min
Random Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis drift
Topics discussed in this podcast include investing in franchisees, blaming Investor Relations for stock price movements, strategies for competing with rivals, assessing interest in a stock, and the phenomenon of thesis drift in investing.
Jun 13, 2024 • 56min
Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting
Steven Gorelik, Lead Portfolio Manager at Firebird U.S. Value Fund, discusses why Akamai's security business makes $AKAM interesting. Topics include $AKAM valuation, cloud computing and delivery segments, CEO insider transactions, AI potential, and the synergy of Akamai's business segments for growth prospects.
Jun 10, 2024 • 1h 3min
1 Main Capital's Yaron Naymark returns to share update on International Workplace Group $IWG.L
1 Main Capital's Yaron Naymark discusses the $IWG.L thesis, CEO's share sell-off, franchise revenue margins, impact of WeWork bankruptcy, competitive landscape, worries about management franchise hitting a wall, US listing potential, and future catalysts for 2024-25.
Jun 7, 2024 • 1h 12min
Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI
Portfolio Manager Jacob Rubin shares insights on legacy brand names Caesars $CZR and Gannett $GCI. Topics include scale importance in gaming, Q1 performance analysis, digital ramp impact, valuation comparisons, Carl Icahn's investment, Gannett's AI and lawsuit potential, and market dynamics of legacy brand names.
Jun 3, 2024 • 45min
Chris DeMuth's State of the Markets May 2024
Financial analyst Chris DeMuth discusses the Tapestry/Capri merger, Enhabit $EHAB, ECIP banks, and $INBX deal. The podcast also features insights on Santangel's Review cap intro events, unique talent spotlighting, and the nuances of uncertain regulatory impacts on M&A deals.
Jun 3, 2024 • 1h 18min
Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing
Mario Cibelli, Managing Partner at Marathon Partners, discusses the innovative marketplace created by $XMTR for industrial manufacturing. Topics include network/marketplace value proposition, mechanics of the marketplace, cutting out the middleman, 'Instant Quote' feature, valuation, execution risks, and addressing headwinds.
May 20, 2024 • 57min
Asif Suria on the Six Special Situation Strategies to Outperform the Market
Author Asif Suria discusses six special situation strategies to outperform the market in his book. Topics include merger arbitrage, insider buying, buybacks, spinoffs, management changes, and SPACs. Real-world examples and insights on event-driven investing strategies are covered in the podcast.
May 17, 2024 • 1h 2min
HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis
Enrique Abeyta from HX Research discusses the importance of power generation, the looming power crisis, and his thesis on Talen Energy Corporation. Topics include the unique $TLNE thesis, upcoming election risks, demand response, and evaluating risks like nuclear accidents and capital allocation. The episode provides insights on the energy transition, AI technology, and post-bankruptcy processes in the power industry.
May 14, 2024 • 1h 4min
Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV
Winning team of Pershing Square Challenge 2024 shares pitch on Valvoline $VVV, discussing store density, DIY customer share, franchise model, EV risks, consumer behavior, bear case, and variant view generating alpha. They analyze fleet services, market penetration, and blending valuation metrics in the automotive industry.
May 8, 2024 • 19min
Random Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertising
Topics discussed in the podcast include investor conferences, control shareholders, energy drinks, and stock advertising. The episode also features a sponsorship message from YCharts and explores trends in majority shareholder deals, missed energy drink investments, and the implications of stock ticker advertising for investors.
