Yet Another Value Podcast

We're moving to Yet Another Value Blog!

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.

Mar 2, 2022 • 

Andrew Walker

February 2022

Jeremy Raper is going FAR (Podcast #96)

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…

Feb 28, 2022 • 

Andrew Walker

Bill Chen breaks down $FRPH's SOTP (podcast #95)

Bill Chen breaks down his thesis for FRPH.

Feb 22, 2022 • 

Andrew Walker

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Jon Boyar thinks SMG's stock is set to grow (podcast #94)

Jon Boyar from the Boyar Value Group returns to the podcast to discuss his high conviction thesis for Scotts Miracle-Gro (SMG).

Feb 7, 2022 • 

Andrew Walker

Rich Howe thinks $NXDT could be the next $NXRT (podcast #93)

Rich Howe, founder of stock spinoff investing, walks through the bull case for NXDT.

Feb 3, 2022 • 

Andrew Walker

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January 2022

Josh Young journeys through the energy space (Podcast 92)

Josh Young, CIO of Bison Investments, discusses his thoughts on the oil market and why he thinks energy prices are going much higher.

Jan 27, 2022 • 

Andrew Walker

Podcast #91: Keith Smith thinks $TIGO is a cheap special situation

Keith Smith goes through his TIGO investment thesis.

Jan 24, 2022 • 

Andrew Walker

Podcast #90: Vadim Perelman's Basic-Fit thesis $BFIT

Vadim Perelman goes through his thesis on Basic-Fit (BFIT) and why he thinks it could be a >10x in <10 years.

Jan 13, 2022 • 

Andrew Walker

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Podcast #89: $RENN is Chris DeMuth's best idea for 2022

Chris DeMuth discusses RenRen (RENN) and why it’s his best idea for 2022. You can find a lot of background on RENN in my original RENN podcast with Ian…

Jan 10, 2022 • 

Andrew Walker

December 2021

Podcast #88: Jacob Rubin is bullish on $GLNG

Jacob Rubin returns to the podcast for a two part episode.

Dec 21, 2021 • 

Andrew Walker

Podcast #87: Jacob Rubin is flying with $FTAI

Jacob Rubin returns to the podcast for a two part episode.

Dec 17, 2021 • 

Andrew Walker

Podcast #86: Kuppy is active on $LEE

Kuppy comes on the pod to discuss his recent filing on LEE.

Dec 16, 2021 • 

Andrew Walker

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