Yet Another Value Podcast
Andrew Walker named his podcast with self-deprecating honesty, and the show delivers exactly what the title implies: rigorous conversations about undervalued stocks with professional investors who are putting real money behind their ideas. Andrew runs the companion blog yetanothervalueblog.com and has built a reputation in the value investing community for thorough, original research.
The format is mostly one-on-one interviews published roughly twice per week, with guests typically being fund managers, analysts, or researchers who specialize in a specific company or sector. Episodes run anywhere from 30 minutes to over an hour depending on how deep the analysis goes. Andrew also publishes monthly solo episodes he calls "Random Ramblings" where he reflects on his own portfolio, recent market developments, and ideas he's been working through.
Recent interviews have covered topics like the Volaris thesis with Antipodes' Phillip Namara and how investors can improve their expert network calls using AI tools. The show gravitates toward event-driven and special situation investing, not just traditional buy-and-hold value. That makes it particularly useful for investors who look for catalysts rather than simply cheap multiples.
With 377 episodes and a 4.6-star rating from 104 reviews, the audience is smaller but highly engaged. This isn't a mass-market show, and that's the point. The conversations assume a baseline level of financial literacy and reward listeners who want actionable, specific investment analysis rather than broad market commentary.
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