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
Jul 22, 2024 • 58min
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA
Guest Marc Rubinstein discusses 'The Trump Trade' and deep dives into Fannie Mae $FNMA. Topics include $FNMA's history, privatization argument, Trump's involvement, potential scenarios under a 2nd term, and final thoughts on the future. Sponsored by Daloopa for fundamental analysts seeking efficient financial modeling solutions.
Jul 15, 2024 • 1h 3min
Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK
Atla Global Management's CIO, John Haskell, discusses international real estate investing, emerging markets, and the ESR Group Limited ($1821.HK). Topics include taxation on global REITs, Vietnam market overview, ESR Group thesis, potential buyout, valuation, and related party transactions.
Jul 3, 2024 • 34min
Chris DeMuth's State of the Markets June 2024
Financial expert Chris DeMuth discusses market trends and investment opportunities in June 2024, covering election trades, $LQDA, Russell Rebalance arbitrage, Burford $BUR / Security National $SNFCA, and Presidential Debate impact on investing.
Jul 1, 2024 • 1h 8min
Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination
Financial analyst Ron Nussbaum from Maverick Value discusses the legal and fundamental aspects of the Capri / Tapestry acquisition, covering topics like FTC's lawsuit, industry uniqueness, judge's influence, market odds for the deal, and discrepancies between his view and the market's.
Jun 27, 2024 • 47min
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process
Buckley Capital's Zachary Buckley discusses his urging for $DNTL.TO to undergo a strategic review process. Topics include the differences between Canadian and US dentistry, acquisition synergies for mom & pop practices, the competitive landscape, and capital allocation priorities.
Jun 22, 2024 • 34min
BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS
Bob Robotti, Founder and CIO of Robotti & Co., discusses MicroCap/Small-Cap definitions, stock picker opportunities, old economy stocks, and AI's role in investments. Audience Q&A covers U.S. economy, interest rates, and portfolio construction strategies.
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.
