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March 2026 Random Ramblings
In this episode of Yet Another Value Podcast, host Andrew Walker returns with his monthly solo ramblings covering several themes shaping current mark…
12 hours ago
Adam May on investing in biotech $NKTR $ABVX
In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Adam May, a physician, dermatologist, and biotech investor, about how he…
2 days, 12 hours ago
Chris Paryse on Ferrellgas's big conversion $FGPR
Chris Paryse breaks down Ferrellgas (FGPR), a propane distributor emerging from a complex post-bankruptcy structure. The conversation focuses on the …
5 days, 12 hours ago
Accrued Interest's Simeon McMillan on $VSNT and the evolving media space
Simeon McMillan of Accrued Interest about the shifting media landscape and recent industry restructurings. Simeon brings experience from inside major…
1 week, 4 days ago
A tour through the media landscape with TSOH's Alex Morris
Host Andrew Walker speaks with Alex Morris of The Science of Hitting about the rapidly shifting media landscape. They examine the failed Netflix bid …
2 weeks, 1 day ago
Carriage House's Will Cleary on $FTAI
Host Andrew Walker speaks with Will Cleary of Carriage House Fund about FTAI Aviation and its rapidly expanding jet engine aftermarket platform. Will…
2 weeks, 2 days ago
Roy Swisa on $DJCO
Roy Swisa talks about Daily Journal (DJCO) and the evolving thesis behind its valuation. Roy shares how independent research into Journal Technologie…
3 weeks, 1 day ago
Investing in Biotech with Verdad Capital
Dan Rasmussen and Greg Obenshain of Verdad Capital discuss their white paper on quantitative investing in biotech. Topics include why biotech’s compl…
1 month ago
Flying through the Volaris thesis with Antipodes' Phillip Namara
Phil Namara of Antipodes discusses Volaris (VLRS), a Mexican low-cost airline with significant domestic exposure and cross-border routes into the U.S…
1 month ago
February 2026 Random Ramblings
In this episode of Yet Another Value Podcast, host Andrew Walker shares his February monthly random ramblings, recorded on February 12, 2026. He exam…
1 month, 1 week ago