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Artem Fokin on Improving with AI and Expert Calls
In this episode of Yet Another Value Podcast, Andrew Walker teams up again with Artem Fokin, head of Caro-Kann Capital, for a deep dive into research…
6 months, 1 week ago
Sophon Capital's Thunderbird Entertainment Thesis $TBRD
In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Franco Chomonalez from Sophon Capital to analyze Thunderbird Entertainme…
6 months, 1 week ago
Yummy Century Egg's Guowei Zhang Echostar follow up $SATS
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Wei from Yummy Century Stocks for a follow-up on EchoStar/Sats. They a…
6 months, 2 weeks ago
Railroader (August 2025 fintwit book club)
In this episode of Yet Another Value Podcast Book Club, host Andrew Walker and co-host Byrne Hobart of The Diff discuss Railroader, the biography of …
6 months, 3 weeks ago
How to get a job in investing
In this episode of Yet Another Value Podcast, host Andrew Walker steps away from traditional investing talk to offer a focused career guide for young…
6 months, 3 weeks ago
Guinea Value's Jingshu Zhang on $EDU
In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Jingshu from Guinea Value to discuss New Oriental Education (ticker: ED…
7 months ago
Perfecting the Investing Craft with Caro-Kann’s Artem Fokin
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back recurring guest Artem Fokin for a wide-ranging discussion on perfectin…
7 months ago
August 2025 Random Ramblings
In this August 2025 edition of Yet Another Value Podcast, host Andrew Walker returns with his signature monthly ramblings. Andrew unpacks the strange…
7 months ago
SemiAnalysis' Jeremie Eliahou Ontiveros on all things datacenter / power
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes Jeremie from SemiAnalysis for a deep exploration into the surging demand fo…
7 months, 1 week ago
Old West's Brian Laks dives into metals, mining, and uranium
In this episode of the Yet Another Value Podcast, host Andrew Walker welcomes back Brian Laks of Old West Management for his third appearance on the …
7 months, 1 week ago