Yet Another Value Podcast
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
6 episodes
Episodes
Yet Another Value Podcast
Rate hikes expose hidden weakness beneath strong indexes
The episode connects delayed borrowing costs, shifting asset allocations, and investor psychology to a market that may look healthier than it is.
Sep 25, 2026 · 32 min
Yet Another Value Podcast
Shift4’s valuation tests the durability of its growth story
The episode weighs whether Shift4’s depressed valuation reflects a temporary payments selloff or weakening economics in its core businesses.
Sep 22, 2026 · 1h 8m
Yet Another Value Podcast
Spotify’s economics strengthen as Nintendo’s flywheel stalls
The discussion tests whether Nintendo has escaped hardware-cycle dependence while weighing Spotify’s improving economics against Netflix’s still-substantial growth prospects.
Sep 18, 2026 · 1h 8m
Yet Another Value Podcast
Ian Cassel makes firsthand research a microcap edge
The conversation connects microcap investing technique with the harder work of judgment, self-knowledge, and surviving losses without abandoning a sound process.
Sep 15, 2026 · 56 min
Yet Another Value Podcast
UK boards leave cheap stocks trapped in a valuation gap
The episode argues that low UK valuations reflect not only market sentiment but also governance, ownership, and capital-allocation failures that investors can challenge.
Sep 11, 2026 · 58 min
Yet Another Value Podcast
Investor challenges Priority’s take-private price
The proposed $6.00–$6.15 offer puts Priority’s strategic value, special committee process, and standalone prospects under scrutiny.
Sep 10, 2026 · 40 min