Podcast Episodes
Back to Search
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 Comm…
10 months, 3 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 …
10 months, 3 weeks 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 sch…
11 months, 1 week ago
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 navigatin…
11 months, 2 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 it…
11 months, 2 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 …
11 months, 2 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. T…
11 months, 3 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 d…
11 months, 3 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: LF…
11 months, 3 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. (NY…
1 year ago