Yet Another Value Podcast

Episodes

February 2026 Random Ramblings

February 17, 2026

Host Andrew Walker discusses the AI-driven 'SaaS apocalypse', the challenges of investing in panics without hard assets, and investor psychology.

How investors can improve at expert calls and AI with AlphaSense's Ryan Fennerty

February 15, 2026

AlphaSense's Ryan Fennerty reveals how investors can master expert calls and AI tools to combat bias, synthesize data, and find a durable edge.

Rules based investing with Methodical Investment's David Kaiser

February 8, 2026

David Kaiser of Methodical Investments explains his rules-based, value-focused strategy and the importance of consistency over adaptation.

Bill Chen's follow up on REITs and $ALX

February 5, 2026

Bill Chen details the deep value case for Alexander's ($ALX), breaking down its shrewd debt deal, sum-of-the-parts, and aligned management.

Bill Chen on the current set up for REITs

February 3, 2026

Bill Chen discusses the investment thesis for REITs, detailing a total return framework, the turning capital cycle, and unique liquidation plays.

Avation Post-Mortem with Jeremy Raper $AVAP

January 23, 2026

An activist's post-mortem on Avation ($AVAP): how securing a discounted block, deep sector knowledge, and operational changes unlocked value.

General Market Thoughts and the Case for Change at HUMM with Jeremy Raper

January 21, 2026

Investor Jeremy Raper discusses global markets, activism, and his campaign at HUMM Group, highlighting undervalued opportunities and governance issues.

Adam Buckstein's Stride Thesis $LRN

January 18, 2026

Adam Buckstein presents Stride ($LRN): a sticky, recession-resistant leader in virtual K-12 education, trading at a deep discount after a fixable error.

The (Working) Theory of Weird Markets

January 15, 2026

To beat increasingly efficient markets, investors must embrace the 'Theory of Weird Markets' by focusing on unique, N-of-1 events.

Boyar Research's Jon Boyar on 2026's Forgotten 40 $UBER $BATRA

January 13, 2026

Jon Boyar unveils 2026's Forgotten 40 themes. Deep dives on a tax-driven catalyst for Atlanta Braves ($BATRA) and Uber's ($UBER) AV moat.

Randy Baron's "Spicy" Victoria PLC Pitch

January 11, 2026

Randy Baron pitches Victoria PLC, a highly levered UK flooring company down 95%, as a "spicy" special situation play on a cyclical turn.

Lake Cornelia Capital's Judd Arnold on $TOI and a bunch of other stuff

January 8, 2026

Judd Arnold discusses his shift to inflection investing, prioritizing liquidity over traditional valuation, and presents the bull case for $TOI.

December 2025 Random Ramblings

December 30, 2025

Reflecting on 10 years of investing, Andrew Walker argues markets are getting weirder, simple value is dead, and alpha lies in unique situations.

UK Homebuilders with Christian Olesen from Olesen Value Fund

December 29, 2025

UK homebuilders like Bellway offer a compelling risk/reward, trading below tangible book value despite strong ROEs and conservative balance sheets.

$NATL and the sunset of ATMs with Undervalued and Undercovered's Hugo Navarro

December 26, 2025

NCR Atlas (NATL): A deep dive into the ATM duopoly. Is it a declining business or a hidden value play with ATM-as-a-Service growth?