Yet Another Value Podcast

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Just a note that I’m moving the podcast to a dedicated section of Yet Another Value Blog. You can find the dedicated podcast feed here. If you already subscribe to the podcast, there should be no need to do anything on your end as we’ve imported all of the subscribers over to the…
Andrew Walker
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Jeremy Raper return to the podcast to talk about his latest campaign at FAR. FAR is an extremely small company on an international exchange, so…
Andrew Walker
Bill Chen breaks down his thesis for FRPH. FRPH is a conservatively managed real estate company with a great management team and a history of growing…
Andrew Walker
Jon Boyar from the Boyar Value Group returns to the podcast to discuss his high conviction thesis for Scotts Miracle-Gro (SMG). SMG was a massive COVID…
Andrew Walker
Rich Howe, founder of stock spinoff investing, walks through the bull case for NXDT. NXDT is a closed end fund trading at a huge discount to NAV; the…
Andrew Walker
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Josh Young, CIO of Bison Investments, discusses his thoughts on the oil market and why he thinks energy prices are going much higher. Then he dives into…
Andrew Walker
Keith Smith goes through his TIGO investment thesis. TIGO is very cheap, and a recent acquisition the CEO described as “a no brainer” will result in a…
Andrew Walker
Vadim Perelman goes through his thesis on Basic-Fit (BFIT) and why he thinks it could be a >10x in <10 years. Key topics include a detailed walk through…
Andrew Walker
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Yet Another Value Podcast

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