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Old West's Brian Laks dives into metals, mining, and uranium
In this episode of the Yet Another Value Podcast, host Andrew Walker welcomes back Brian Laks of Old West Management for his third appearance on the show. Brian shares deep insights into uranium, cop…
Published on 1 month, 1 week ago
Hidden Gems' Chris Waller Judges Scientific Thesis
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Chris Waller, founder of Hidden Gems Investing, for his third appearance. Chris shares his deep research into Judges Sci…
Published on 1 month, 1 week ago
Anek Capital's Orel Levy's Cellebrite Thesis $CLBT
In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Orel Levy of Anek Capital to discuss Cellebrite (ticker: CLBT). The conversation explores Cellebrite’s digital forensics …
Published on 1 month, 3 weeks ago
Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)
In this episode of Yet Another Value Podcast Book Club, host Andrew Walker is joined by Byrne Hobart of The Diff to explore Softwar, the 2003 biography of Oracle co-founder Larry Ellison. Together, t…
Published on 1 month, 3 weeks ago
Kingdom Capital's David Bastian on United Natural Foods $UNFI
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back David Bastian of Kingdom Capital to analyze United Natural Foods Inc. (UNFI), a grocery distributor at the center of a c…
Published on 1 month, 4 weeks ago
Random Ramblings July 2025
In this July 2025 episode of Yet Another Value Podcast, host Andrew Walker shares his latest market reflections. He opens with sharp takes on the speculative surge in crypto-linked equities and quest…
Published on 1 month, 4 weeks ago
Midyear 2025 podcast ideas updates
In this solo update, host Andrew Walker revisits his three 2025 stock ideas (disclosure: long all three!): Sage Therapeutics (SAGE), Keros Therapeutics (KROS), and Full House Resorts (FLL). He breaks…
Published on 2 months, 1 week ago
How Countries Go Broke (June 2025 Fintwit Book Club)
In this monthly book club edition of Yet Another Value Podcast, host Andrew Walker is joined by Byrne Hobart of The Diff and Capital Gains to unpack Ray Dalio’s latest book, How Countries Go Broke: T…
Published on 2 months, 3 weeks ago
Yummy Century Egg's Guowei Zhang on Echostar $SATS
In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Guowei from the substack "Yummy Century Stocks" for an extensive discussion on EchoStar (SATS). They dig into the company…
Published on 2 months, 4 weeks ago
Rhizome Partner's Bill Chen's post-NAREIT takeaways
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Bill Chen of Rhizome Partners, one of the platform's most popular and deeply knowledgeable guests in real estate investi…
Published on 3 months ago