Podcast Episodes
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How investors can improve at expert calls and AI with AlphaSense's Ryan Fennerty
Host Andrew Walker speaks with Ryan Fennerty of AlphaSense about how investors can improve their use of expert calls and AI tools. Ryan shares practi…
1 month, 1 week ago
Rules based investing with Methodical Investment's David Kaiser
In this episode of Yet Another Value Podcast, host Andrew Walker speaks with David Kaiser, founder of Methodical Investments, a rules-based quantitat…
1 month, 2 weeks ago
Bill Chen's follow up on REITs and $ALX
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Bill Chen for the fastest return in YAVP history. After running out of…
1 month, 2 weeks ago
Bill Chen on the current set up for REITs
Host Andrew Walker welcomes back Bill Chen for a wide-ranging discussion centered on the world of REITs. Though the conversation was intended to focu…
1 month, 3 weeks ago
January 2026 Random Ramblings
Andrew Walker returns solo for his January 2026 ramblings and discusses the current market euphoria, responses to his “weird markets” thesis, the all…
1 month, 3 weeks ago
Avation Post-Mortem with Jeremy Raper $AVAP
Jeremy Raper returns for a deep-dive postmortem on his high-conviction investment in aviation leasing company AVAP. From sourcing the deal via Twitte…
2 months ago
General Market Thoughts and the Case for Change at HUMM with Jeremy Raper
YAVP hall of famer Jeremy Raper returns to cover a wide range of topics—from Jeremy’s decision to shut down his investment blog to his perspective on…
2 months ago
Adam Buckstein's Stride Thesis $LRN
Adam Buckstein from ASB partners explores Stride Inc. (formerly K12), the largest provider of virtual public schools in the U.S. Adam dives deep into…
2 months ago
The (Working) Theory of Weird Markets
In this solo episode of Yet Another Value Podcast, host Andrew Walker introduces and unpacks his evolving investment concept: the Theory of Weird Mar…
2 months, 1 week ago
Boyar Research's Jon Boyar on 2026's Forgotten 40 $UBER $BATRA
Jon Boyar of Boyar Research for an (almost) annual discussion on the “Forgotten 40” — a curated list of 40 overlooked, value-oriented stocks. Jon out…
2 months, 1 week ago