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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 out…
4 months, 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 th…
4 months, 3 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…
5 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…
5 months ago
Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Zack Buckley of Buckley Capital Partners to discuss Basic-Fit, Europe’…
5 months, 1 week ago
Unlocking Jardine Matheson's holdco value with Cayucos Capital's Dom St George
In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Dom St. George from Cayucos Capital about Jardine Matheson, a complex, c…
5 months, 2 weeks ago
John Malone's Memoirs: Born to be Wired book club
In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Byrne Hobart from The Diff for the monthly book club. They discuss Born…
5 months, 3 weeks ago
Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Steve Gorelik from Firebird Management for a deep dive into Molina Hea…
5 months, 3 weeks ago
September 2025 Random Ramblings
In this monthly solo episode of Yet Another Value Podcast, host Andrew Walker tackles four wide-ranging themes: Trump’s suggestion to change SEC repo…
6 months ago
Shomik Ghosh's $CWAN bull thesis
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes returning guest Shomik Ghosh for a deep dive into Clearwater Analytics (C-W…
6 months ago