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Findell Capital's Brian Finn on Oportun $OPRT
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Brian Finn of Findell Capital for his fourth appearance. Brian, owning approximately 10% of Oportun Financial (OPRT), di…
Published on 3 months ago
Recurve Capital's Aaron Chan on Cogent $CCOI
In this episode of Yet Another Value Podcast, host Andrew Walker returns with Aaron Chan from Recurve Capital to explore Cogent Communications (CCOI). Aaron breaks down the legacy internet business, …
Published on 3 months, 1 week ago
Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC
In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Ben Kelleran of Kontrarian Korner to discuss Sable Offshore, a company attempting to revive the Santa Ynez oil unit off th…
Published on 3 months, 2 weeks ago
The Snowball (May 2025 Fintwit Book Club)
In this edition of the Yet Another Value Podcast Book Club, host Andrew Walker reunites with Byrne Hobart of The Diff to revisit The Snowball, Alice Schroeder’s biography of Warren Buffett. Triggered…
Published on 3 months, 2 weeks ago
Muddy Waters' Darren McLean on investing in the mining sector
In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Darren McLean of Muddy Waters about investing in the mining sector. Darren shares how informational edges and a deep under…
Published on 3 months, 2 weeks ago
Fintool's Nicolas Bustamante on using AI to improve in investing
In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Nic Bustamante, founder of FinTool, an AI-powered platform designed for equity analysts and investors. They probe how AI i…
Published on 3 months, 3 weeks ago
Pitch the PM's Doug Garber on $TUSK's mammoth cash balance
In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Doug Garber, founder of the Pitch the PM podcast, to dissect Mammoth Energy (TUSK). They explore TUSK's mammoth (pun inte…
Published on 3 months, 3 weeks ago
Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital
In this episode of Yet Another Value Podcast, host Andrew Walker shares a keynote Q&A from the Showcase Vegas event with returning guest Artem Fokin of Caro-Kann Capital. Artem breaks down his concep…
Published on 4 months ago
Pershing Square Challenge 2025 winners on Carlisle $CSL
In this episode of Yet Another Value Podcast, host Andrew Walker interviews the first-year Columbia MBA team who unanimously won the 18th Annual Pershing Square Challenge with their investment thesis…
Published on 4 months ago
Random Ramblings May 2025
In this May 2025 edition of Yet Another Value Podcast, host Andrew Walker shares a range of thoughts in his monthly solo ramble. He opens with macro commentary on market resilience post-"Liberation D…
Published on 4 months, 1 week ago