Yet Another Value Podcast - podcast cover

Yet Another Value Podcast

Andrew Walker•yetanothervalueblog.substack.com
Business
Investing
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
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Episodes

Packy McCormick from Not Boring on Opendoor $IPOB

Packy McCormick from Not Boring (https://notboring.substack.com/) comes on to talk about the burgeoning Not Boring empire, his experience in angel investing, and his current investment into Opendoor (IPOB).

Sep 29, 2020•56 min

Shopping for value: Bill Brewster on $QRTEA

Bill Brewster discusses his investment into QRTEA. QRTEA is part of the John Malone / Liberty family and owns HSN and QVC. Currently, QRTEA is undergoing some financial engineering which has some people recalling the classic John Malone special situations discussed in You Can Be a Stock Market Genius (https://amzn.to/32ApFqv). Bill talks about why the market might be overlooking QRTEA and why he's excited by the financial engineering. You can find Bill on twitter @BillBrewsterSCG (https://twitte...

Sep 15, 2020•58 min

A threesome on drugs: talking $BMYRT with Matt and Dan

Matt Turk and Dan Schneeberger do an extremely deep dive into BMYRT. BMYRT is a contingent value right (CVR) established when Bristol-Myers Squibb (BMY) bought Celgene. While CVR's are extremely risky and there is a real chance of this proving worthless, Matt and Dan walk through what a CVR is, why a CVR might be overlooked, and why they think the odds of approval for the drugs underlying BMY's CVR are much higher than the market suggests. Again, CVRs are risky, and nothing in this podcast is in...

Sep 14, 2020•1 hr 19 min

Clifford Sosin on Cardlytics $CDLX

Clifford Sosin from CAS Investment Partners discusses his investment track record, his investments in Herbalife (HLF) and Carvana (CVNA), and then dives deep into his current investment into Cardlytics (CDLX).

Sep 10, 2020•1 hr 22 min

Marc Rubinstein from Net Interest on the Financial Sector

Marc Rubinstein from Net Interest (https://netinterest.substack.com/) discusses everything happening in the financial sector: how big banks are taking share during COVID, and financial sectors FANG equivalents.

Sep 03, 2020•1 hr 3 min

Byrne Hobart from The Diff on The Death of FANG+

Byrne Hobart from The Diff (https://diff.substack.com/) joins us to talk about his recent "The Death of Fang+" series. We dive deep into the question "Which of Amazon / Apple / Microsoft / Google / Netflix / Facebook" is most likely to see serious declines over the next ten years?

Aug 20, 2020•59 min

Mario Cibelli from Marathon Partners on $UBER

Mario Cibelli, the founder of Marathon Partners and breakout star of the book Netflixed , talks about his background, how he invested in Netflix in the early 2000s, and his current investment in Uber. We also dive into two of his twitter threads: one on how interviewing the management at Expedia changed how he looked at companies, and one on how a due diligence trip to a Netflix Distribution Center opened his eyes to Netflix's moat....

Aug 19, 2020•1 hr 13 min

Mike from Non-Gaap on the Corporate Dark Arts

An interview with Mike from Non-Gaap (https://nongaap.substack.com/). We discuss the corporate dark arts, how insiders profited from good news at Kodak (KODK) and Vaxart (VXRT), and more.

Aug 06, 2020•1 hr 16 min

Elliot Turner on Dropbox $DBX

An interview with Elliot Turner of RGA (http://rgaia.com). We discuss why Elliot missed Shopify, how the lessons from Shopify helped him invest in Roku, and a little on ANGI and Twitter. Then, we dive deep into his thesis on Dropbox (DBX).

Aug 04, 2020•57 min

Jeremy Raper on StoneX $SNEX

Our inaugural episode is an interview with Jeremy Raper of Raper Capital ( https://rapercapital.com/ ). We start by discussing Jeremy's credit background and how he's looking at the markets today; then, we dive deep into one of his favorite investing ideas: StoneX (SNEX)

Aug 03, 2020•1 hr 9 min

Announcing Yet Another Value Podcast

A new podcast from yetanothervalueblog.com, Yet Another Value Podcast will dive deep into interesting investment ideas with savvy investors.

Jul 29, 2020•14 sec
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