Yet Another Value Podcast

Andrew Walker 431 - $NTDOY: is Nintendo's flywheel actually there? | Accrued Interest

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

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18 Σεπ 2026

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Yet Another Value Podcast

Επεισόδια

$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest

Ian Cassel on Stock Picker, the book that blew me away | MicroCapClub

UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares

Zack Buckley on $PRTH's take private

$TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

$SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo Navarro

Late August 2026 Random Ramblings

How to win a stock pitch competition | lessons from an Ira Sohn winner

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital

$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management

$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove

August 2026 Random Ramblings

Management interviews: the most underdeveloped skill in investing | Ross O'Toole

July 2026 Random Ramblings

$LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley

$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin

$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity

Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital

$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds

Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA

$FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest

June 2026 Random Ramblings

$YOU.L: is YouGov really an AI loser? | Jonathan Cohen, Zipperline Capital

Alex Roepers on two deep-value special situations: $DCH and $NOMD

Adam May on $ABVX's blowout data and subsequent stock crash

Pershing Square Challenge 2026 finalists pitch Amadeus $AMS | the toll booth on global travel

May 2026 Random Ramblings

Pershing Square Challenge 2026 third place: Celsius $CELH

Pershing Square Challenge 2026 runner-ups on Baker Hughes $BKR

Pershing Square Challenge 2026 winners on DoorDash $DASH

Why $PSUS deserves a premium to NAV and $PS deserves a premium multiple | Marlton's James Elbaor

$DRVN Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capital

$LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe

$STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel

Can Sprout Social Survive the SaaSpocalypse with Pernas Research's Deiya Pernas $SPT

Chadd Garcia drills into LandBridge's value

Investing in the SaaSpocalypse with Heller House's Marcelo Lima

Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG

April 2026 Random Ramblings

Guinea Value's Jinshu Zhang on Fiserv $FISV

Avory's Sean Emory on Clear Security $YOU

Theravance's strategic review with Andy Summers $TBPH

Night Watch's Roderick van Zuylen on Marex $MRX

March 2026 Random Ramblings

Adam May on investing in biotech $NKTR $ABVX

Chris Paryse on Ferrellgas's big conversion $FGPR

Accrued Interest's Simeon McMillan on $VSNT and the evolving media space

A tour through the media landscape with TSOH's Alex Morris