Yet Another Value Podcast
Andrew Walker
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
Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer
Episodes
Mentioned books
9 snips
May 10, 2026 • 54min
$LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe
Rich Howe, operator of StockSpinOffInvesting.com who studies corporate spin-offs, lays out a sum-of-the-parts bull case for Liberty Global, highlighting a Ziggo spin as a near-term catalyst and a hidden ventures portfolio. The conversation covers management credibility, deleveraging versus buybacks, Ziggo and VMO2 risks, and how spins and asset sales could crystallize value.
7 snips
May 5, 2026 • 39min
$STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel
Leo Trudel, investment analyst at Aurelian Research focused on healthcare and industrials. He breaks down Stevanato’s business making vials and prefilled syringes, the oral versus injectable GLP-1 debate, capacity and oversupply concerns, margin upside from higher-value solutions, regulatory lock-in and capital allocation plans.
Apr 30, 2026 • 50min
Can Sprout Social Survive the SaaSpocalypse with Pernas Research's Deiya Pernas $SPT
Deiya Pernas, research analyst and founder of Pernas Research focused on SaaS valuation and market perception. She unpacks Sprout Social’s platform, API and integration complexity, AI and compliance risks. Short takes on switching costs, stock-based compensation and governance, plus whether acquisition or market re-rating could change Sprout’s outlook.
9 snips
Apr 26, 2026 • 1h 2min
Chadd Garcia drills into LandBridge's value
Chad Garcia, Permian Basin infrastructure investor specializing in land, water and waste-management royalties. He explains LandBridge’s land-based royalty model and pore-space growth potential. He compares valuation versus peers, discusses strategic land buys and WaterBridge links. He also explores the Permian data-center angle and updates on Secure Energy’s acquisition.
18 snips
Apr 23, 2026 • 1h 7min
Investing in the SaaSpocalypse with Heller House's Marcelo Lima
Marcelo Lima, investor and founder of Heller House Capital who follows and backs software companies, joins to debate the so-called SaaSpocalypse. He argues AI often speeds incumbent roadmaps rather than kills them. Short takes cover valuation moves, enterprise moats, headless interfaces, agent limits, real AI tooling costs, and whether AI is infrastructure or replacement.
Apr 19, 2026 • 58min
Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG
Tolu Bukola, an investment analyst at Aganju Capital, outlines a detailed take on DraftKings and the threats from prediction markets. He walks through DraftKings’ sportsbook and growing iGaming economics. He discusses regulatory pathways, how exchanges work, timing risks, market-share scenarios, and valuation implications.
8 snips
Apr 16, 2026 • 33min
April 2026 Random Ramblings
A wide-ranging look at why recent SaaS selloffs may mask deeper valuation and dilution problems. He considers AI as both a threat to software terminal value and a reason to hedge with big-cap tech options. There is a discussion about pattern recognition in investing and when it helps or misleads. The episode ends with candid thoughts on the emotional cost of missing big opportunities.
Apr 10, 2026 • 1h 4min
Guinea Value's Jinshu Zhang on Fiserv $FISV
Jingshu Zhang, founder/analyst at Guinea Value who does on-the-ground payments research, joins to dissect Fiserv and the payments landscape. They tackle AI disruption fears, leadership missteps and a strategic reset under new executives. On-the-ground Clover checks, capital allocation debates, insider alignment and activist options round out the conversation.
11 snips
Apr 2, 2026 • 1h 4min
Avory's Sean Emory on Clear Security $YOU
Sean Emory, an investor and analyst at Avory & Co who focuses on security and identity, breaks down Clear Security’s biometric airport network and its subscription economics. He digs into pricing power, airport partnerships, TSA and airline competition, and a nascent enterprise identity push. The conversation touches on how disruptions and partnerships like Amex shape demand and long-term durability.
13 snips
Mar 29, 2026 • 47min
Theravance's strategic review with Andy Summers $TBPH
Andy Summers, CIO of Summers Value and value investor, joins to analyze Theravance after a Phase 3 setback. He discusses Yupelri’s royalty potential, balance sheet strength and cost cuts. They explore strategic review dynamics, potential buyers and China upside. The conversation highlights valuation assumptions, downside scenarios and why the situation may offer asymmetric risk-reward.
