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Hidden Gems' Chris Waller Judges Scientific Thesis
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Chris Waller, founder of Hidden Gems Investing, for his third appearan…
7 months, 2 weeks ago
Anek Capital's Orel Levy's Cellebrite Thesis $CLBT
In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Orel Levy of Anek Capital to discuss Cellebrite (ticker: CLBT). The con…
7 months, 3 weeks ago
Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)
In this episode of Yet Another Value Podcast Book Club, host Andrew Walker is joined by Byrne Hobart of The Diff to explore Softwar, the 2003 biograp…
7 months, 3 weeks ago
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. …
8 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 spe…
8 months 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 Therapeuti…
8 months, 2 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 …
8 months, 3 weeks 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 discus…
9 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 …
9 months 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…
9 months, 1 week ago