Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer
336 episodes transcribedAbdullah Al-Rezwan from Mostly Borrowed Ideas (https://mbi-deepdives.com/) comes on the pod to talk about his new service and his recent deep dive tha...
Our first threesome was such a success, we decided to do it again! Dan and Matt come back on to discuss all of the updates on the BMY CVR since our fi...
Edwin Dorsey, the founder of the Bear Cave, comes on to talk about short selling, his new newsletter, and his recent report highlighting the red flags...
Shomick Ghosh (aka Minion Capital), a Principal at Boldstart, talks about his experience as a Venture Capitalist and how he balances investing in both...
Packy McCormick from Not Boring (https://notboring.substack.com/) comes on to talk about the burgeoning Not Boring empire, his experience in angel inv...
Bill Brewster discusses his investment into QRTEA. QRTEA is part of the John Malone / Liberty family and owns HSN and QVC. Currently, QRTEA is undergo...
Matt Turk and Dan Schneeberger do an extremely deep dive into BMYRT. BMYRT is a contingent value right (CVR) established when Bristol-Myers Squibb (BM...
Clifford Sosin from CAS Investment Partners discusses his investment track record, his investments in Herbalife (HLF) and Carvana (CVNA), and then div...
Marc Rubinstein from Net Interest (https://netinterest.substack.com/) discusses everything happening in the financial sector: how big banks are takin...
Dave Waters of Alluvial Capital and OTCAdventures.com comes on the pod to talk about how he got started, his adventures in foreign markets, and his cu...
Byrne Hobart from The Diff (https://diff.substack.com/) joins us to talk about his recent "The Death of Fang+" series. We dive deep into the...
Mario Cibelli, the founder of Marathon Partners and breakout star of the book Netflixed, talks about his background, how he invested in Netflix in the...
David Kim from Scuttleblurb (https://www.scuttleblurb.com/) comes on to talk about his research process and Carvana (CVNA).
An interview with Mike from Non-Gaap (https://nongaap.substack.com/). We discuss the corporate dark arts, how insiders profited from good news at Koda...
An interview with Elliot Turner of RGA (http://rgaia.com). We discuss why Elliot missed Shopify, how the lessons from Shopify helped him invest in Rok...
Our inaugural episode is an interview with Jeremy Raper of Raper Capital (https://rapercapital.com/). We start by discussing Jeremy's credit back...
