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Avoiding the Zombie Biopharm trap at Keros $KROS
In this episode of Yet Another Value Podcast, host Andrew Walker returns for a solo discussion on Keros Therapeutics (KROS), a biotech firm navigating a dramatic fall from grace. Once buoyed by hopes…
Published on 8 months, 3 weeks ago
Windward's Marc Chalfin Turtle Beach Thesis $TBCH
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Marc Chalfin of Windward Capital to discuss Turtle Beach. Known for its gaming headsets and peripherals, Turtle Beach is…
Published on 8 months, 3 weeks ago
David Capital's Adam Patinkin Updates the Vistry Thesis $VTY
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Adam Patinkin of David Capital for his third appearance—this time for a much-requested update on British homebuilder and…
Published on 8 months, 3 weeks ago
Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mordechai, head of Focus Capital Advisers, for his third appearance. They unpack what Mordechai calls the greatest acqui…
Published on 8 months, 4 weeks ago
March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff
In this episode of the Yet Another Value Podcast Monthly Book Club, host Andrew Walker is joined by Byrne Hobart, author of The Diff newsletter, to discuss Diary of a Very Bad Year: Confessions of an…
Published on 8 months, 4 weeks ago
David Capital Partners' Adam Patinkin on Lifecore's CDMO business $LFCR
Adam Patinkin, CFA, Managing Partner at David Capital Partners, LLC, joins the podcast to discuss his thesis on Lifecore Biomedical, Inc. (NASDAQ: LFCR), a fully integrated contract development and m…
Published on 8 months, 4 weeks ago
Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG
Chris Waller, Founder and CIO at Plural Investing, joins the podcast for the third time to discuss his thesis on Seaport Entertainment Group Inc. (NYSE American: SEG), whose focus is to deliver unpar…
Published on 9 months ago
Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov
Welcome to the March 2025 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: the market sell off,…
Published on 9 months, 1 week ago
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
Jordan McNamee, Founder and CIO of Optimist Fund, joins the podcast to share his thesis on ThredUp Inc. (Nasdaq: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and …
Published on 9 months, 1 week ago
Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company
Simon Kold, Author of "On the Hunt for Great Companies" and Founder & Portfolio Manager at Kold Investments, joins the podcast to discuss what makes a great company based on his research and writing …
Published on 9 months, 2 weeks ago