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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 5 months 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 5 months, 1 week 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 5 months, 3 weeks 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 6 months 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 6 months 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 6 months, 1 week ago
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 6 months, 2 weeks 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 6 months, 2 weeks 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 6 months, 3 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 6 months, 3 weeks ago