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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 6 months, 3 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 7 months 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 7 months 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 7 months, 1 week 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 7 months, 1 week 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 7 months, 2 weeks ago
Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Cliff Sosin of CAS Investment Partners for his second appearance. Known for his concentrated, long-term investing approa…
Published on 7 months, 3 weeks ago
Clashing Over Commerce (Fintwit Book Club April 2025)
In this episode of the Yet Another Value Podcast FinTwit Book Club, Andrew Walker is joined by Byrne Hobart of The Diff to discuss Clashing Over Commerce, a sweeping political and economic history of…
Published on 7 months, 4 weeks ago
AI in Investing with Daloopa's founder Thomas Li
In this episode of Yet Another Value Podcast, host Andrew Walker shares a webinar conversation with Thomas Li, CEO and co-founder of Daloopa, diving into how AI is transforming the workflows of funda…
Published on 8 months ago
Random Ramblings April 2025
In this month’s episode of Yet Another Value Podcast, host Andrew Walker goes solo with his April Ramble, recorded just before a whirlwind travel schedule kicks off. He opens with an update on KROS, …
Published on 8 months, 2 weeks ago