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$NATL and the sunset of ATMs with Undervalued and Undercovered's Hugo Navarro
Hugo Navarro of Undervalued and Undercovered discusses NCR Atlas (NATL), a company operating at the intersection of legacy cash infrastructure and modern outsourcing economics. The conversation cente…
Published on 7 hours ago
Investing in growth tech with Lead Edge Capital's Evan Skorpen
A wide-ranging conversation with Lead Edge Capital's Evan Skorpen talking about applying a concentrated, long-term strategy to growth tech investing. Key topics include capital allocation, executive …
Published on 4 days, 9 hours ago
The Fairfax Way with David Thomas $FFH.TO
David Thomas, author of The Fairfax Way (amazon link: https://amzn.to/4adQ7JS), comes on the podcast for a wide-ranging podcast on Fairfax, including the company's origins, macro wins, missteps in in…
Published on 1 week, 3 days ago
November 2025 Random Ramblings
Host Andrew Walker delivers his November ramblings with four key themes. He kicks things off with a story about craps in Vegas to illustrate how early wins in investing can falsely reinforce flawed s…
Published on 1 month, 1 week ago
Shining a light on Golden Entertainment's "wealth transfer" $GDEN
On the heels of sending an open letter to the Golden Entertainment's (GDEN; disclosure: long) board, host Andrew Walker dives deeper into Golden's take private deal and why he believes it transfers ~…
Published on 1 month, 2 weeks ago
Chadd Garcia breaks down WaterBridge's post-IPO value creation story $WBI
Chadd Garcia joins the five timers club and talks about his investment thesis for WaterBridge (WBI). WaterBridge is a recent IPO that manages water from oil drilling, largely in the Permian Basin. Ch…
Published on 1 month, 2 weeks ago
Gymkhana Partners' Andrei Stetsenko on Maharashtra Scooters and Indian Holdcos
Andrei Stetsenko from Gymkhana Partners explores the investment case for Indian holdcos in general and Maharashtra Scooters in particular. Andrei outlines why he isn't just looking for a discount to …
Published on 1 month, 3 weeks ago
All things AI, Power, and Corporate Governance with SemiAnalysis's Doug O'Laughlin
Doug O’Loughlin of Fabricated Knowledge and SemiAnalysis returns to the podcast in to dive into all things AI, Power, and Corporate Governance. On the AI side, they discuss where we are in the cycle,…
Published on 1 month, 4 weeks ago
October 2025 Random Ramblings
In this month’s episode of Yet Another Value Podcast, host Andrew Walker reflects on key investing themes from October 2025. He probes Warren Buffett’s late-stage performance, introducing a concept c…
Published on 2 months ago
Marathon Partners' Mario Cibelli updates the Remitly Thesis $RELY
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mario Cibelli of Marathon Partners for his fifth appearance. This time, they revisit Remitly (RELY), a name Mario origin…
Published on 2 months ago