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Shomik Ghosh's $CWAN bull thesis
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes returning guest Shomik Ghosh for a deep dive into Clearwater Analytics (C-WAN). Known for his detailed research, Shomik break…
Published on 12 hours ago
Artem Fokin on Improving with AI and Expert Calls
In this episode of Yet Another Value Podcast, Andrew Walker teams up again with Artem Fokin, head of Caro-Kann Capital, for a deep dive into research tools reshaping modern investing. Originally reco…
Published on 4 days, 22 hours ago
Sophon Capital's Thunderbird Entertainment Thesis $TBRD
In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Franco Chomonalez from Sophon Capital to analyze Thunderbird Entertainment (TBRD). Franco shares why the microcap Canadian…
Published on 1 week, 3 days ago
Yummy Century Egg's Guowei Zhang Echostar follow up $SATS
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Wei from Yummy Century Stocks for a follow-up on EchoStar/Sats. They analyze the surprise $23 billion spectrum deal with…
Published on 2 weeks ago
Railroader (August 2025 fintwit book club)
In this episode of Yet Another Value Podcast Book Club, host Andrew Walker and co-host Byrne Hobart of The Diff discuss Railroader, the biography of Hunter Harrison—one of the most transformative fig…
Published on 2 weeks, 6 days ago
How to get a job in investing
In this episode of Yet Another Value Podcast, host Andrew Walker steps away from traditional investing talk to offer a focused career guide for young professionals. Aimed at college students, MBA can…
Published on 3 weeks, 4 days ago
Guinea Value's Jingshu Zhang on $EDU
In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Jingshu from Guinea Value to discuss New Oriental Education (ticker: EDU), a Chinese education services firm. They explor…
Published on 4 weeks, 1 day ago
Perfecting the Investing Craft with Caro-Kann’s Artem Fokin
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back recurring guest Artem Fokin for a wide-ranging discussion on perfecting the craft of investing. Skipping individual stoc…
Published on 1 month ago
August 2025 Random Ramblings
In this August 2025 edition of Yet Another Value Podcast, host Andrew Walker returns with his signature monthly ramblings. Andrew unpacks the strange dynamics in today’s bifurcated market — where AI …
Published on 1 month ago
SemiAnalysis' Jeremie Eliahou Ontiveros on all things datacenter / power
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes Jeremie from SemiAnalysis for a deep exploration into the surging demand for power infrastructure driven by AI. Jeremie break…
Published on 1 month ago