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-dis ...
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Africa-focused technology, digital and innovation ecosystem insight and commentary.
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Each episode will profile a business and attempt to examine the quality of that business in terms of value proposition, commercialization efficiency, competitive advantage, and reinvestment opportunities. Each episode is broken up into two parts. Part One includes fundamental analysis of that business, and Part Two includes a discussion with an expert of that business. Part One lays out the framework. Part Two puts meat on the bone.
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Listen to business adventures and learn capital strategies that explain how money has been invested, measured, tracked, and sourced creating companies that have achieved their CEO's vision. Ambitious CEOs and business owners share a common drive to maximize the potential of their organization. If your goal is to increase per-share value this podcast is for you.
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“The noblest pleasure is the joy of understanding.” - Leonardo da Vinci Understanding investing is the key to long-term investing success. But it's not a destination. It's a journey. Listen in as your host, Dr. Richard Smith, takes you on a multi-faceted tour through the world of successful investing. Dr. Smith shares his insights from over two decades of applying his background in mathematics and systems science to investing and helping tens of thousands of individual investors manage and t ...
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What is impacting investing? What is driving the huge demand for new infrastructure projects? Why is sustainable real estate no longer a nice to have? What can we expect from the smart cities of the future? PATRIZIA's podcast channel answers these questions and so much more, with in-depth analysis from thought-leaders from around the world and our team of PATRIZIA experts and external guests. Tune in for fascinating insights into the worlds of real estate and infrastructure. Find out more at ...
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Career & Life Journeys: Hosted by Adam Posner, he interviews top experts, entrepreneurs, and thought leaders from the world of Entrepreneurship, Talent Acquisition, Personal Growth, and other world-class amazing humans to decode their success via their insights into their own career journeys and personal growth. The goal of #thePOZcast is to showcase amazing humans who share their stories to inspire you to harness your inner tenacity to drive your life and career forward. Adam Posner is the ...
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Brief. Informative. Unbiased. Published on Sunday evening UTC time. ‘Financial Markets Weekly’, is the official podcast of Succinct, a professional information services company that creates content related to global financial markets for individuals. This channel was created as a complement to our subscription service and follows the same principles. A curated product covering essential market events and asset behaviour with no room for storytelling, triviality, tips, speculation, or opinion ...
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An original podcast series produced by the Cabinet Makers Association, created specifically for the woodworking industry. We bring together a pair of industry professionals to talk about issues and challenges impacting their businesses, as well as best practices to help combat those obstacles.
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Kyle Forrest: The Future of HR Leadership @ Deloitte: LIVE from Transform
18:28
18:28
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18:28LIVE from Transform 2025!Kyle Forrest is the Future of HR Leader at Deloitte Consulting, responsible for identifying emerging trends and developing research-backed insights that shape the evolving HR landscape. He advises organizations on the human-related aspects of major business events, including mergers, acquisitions, divestitures, and business…
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John Baldino: The State of HR & TA Tech: LIVE from Transform
18:44
18:44
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18:44LIVE from Transform 2025!John Baldino is the President @ Humareso | Human Resources Strategy, Talent Management, HR Tech and more! He is on a mission is to equip people and empower organizations. We build it all through comprehensive consulting and HR solutions. Our team's dedication to organizational design, talent management, and employee engagem…
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Innovating Venture Building Support: David Ogundeko on Funema’s Vision for Backing African Ventures
50:41
50:41
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50:41Episode overview:In this conversation, David Ogundeko shares the journey of Funema, an impact-focused alternative investment firm operating for nine years across Nigeria, South Africa, and the US. He discusses his approach to venture building for early-stage founders, why Africa needs a unique investment approach, and how his firm addresses the "ch…
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The Future of Work: Insights from Dr. Angela Jackson
42:33
42:33
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42:33Chapters 00:00 Introduction to the Future of Work 01:26 The Impact of Family Background on Career 03:05 Career Journey and Work-Life Integration 05:48 The Shift in Workplace Culture Post-Pandemic 10:56 The Importance of Intentional Office Presence 14:39 Future of Work Grand Challenge and Reskilling 19:15 AI's Role in the Future of Work 21:26 Empowe…
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Adria Ferrier: Workplace AI for Life's Milestones: LIVE from Transform
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16:24
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16:24LIVE from Transform 2025!Adria Ferrier is the founder of Elayne, an AI copilot for financial and estate management. Elayne's mission is to modernize estate planning and affairs settlements, making it more accessible, efficient, and integrated into daily life. She launched Elayne after experiencing firsthand the disjointed, frustrating challenges fa…
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Steve Hunt: The Science of Hiring: LIVE from Transform
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20:40LIVE from Transform 2025 in Las Vegas!Steve Hunt is focused on helping companies design and deploy technology-enabled processes to improve workforce adaptability, experience, and productivity. I believe that meaningful and fulfilling work is critical to human happiness. Creating high-quality work environments positively influences the lives of empl…
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AJ Thomas: Making Good Trouble: LIVE from Transform!
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15:08
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15:08LIVE from Transform 2025!AJ Thomas is Founder and CEO of The Troublemaker Lab, an experience lab for legendary founders and their teams, and Founder and General Partner at Good Trouble Ventures, a VC fund investing in the Future of Entertainment & Creativity and its Digital Transformation. With a non-traditional background spanning startups, ventur…
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E-commerce Insights from Global Branding Expert Bashak Ilhan
39:52
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39:5200:00 Introduction to Branding and Business Development 02:50 The Influence of Family on Entrepreneurial Spirit 06:08 Early Experiences in Business and Marketing 09:02 Understanding E-commerce and Market Trends 12:12 The Essence of Branding and Customer Connection 15:01 Navigating Business Transformation Challenges 18:00 Consulting Dynamics and Cli…
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Cori Faro: Unpacking the Employee Value Proposition: LIVE from Transform!
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20:10LIVE from Transform 2025 Las Vegas!Cori Faro is the VP of Talent Acquisition at Okta, where she leads a global team with over 17 years of experience in the recruiting industry. Under her leadership, Okta has strengthened its commitment to comprehensive hiring practices and innovative talent strategies. Cori is dedicated to enhancing the candidate e…
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In this month’s episode of Yet Another Value Podcast, host Andrew Walker goes solo with his April Ramble, recorded just before a whirlwind travel schedule kicks off. He opens with an update on KROS, a position he's long, discussing the company’s surprising move to evaluate strategic alternatives and what it reveals about investor skepticism in the …
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Trailblazing Workplace Expert Laurie Ruettimann: LIVE from Transform!
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12:40Laurie Ruittimann: The Future of Hiring – Live from Transform 2025Laurie Ruettimann is a former HR leader turned writer, entrepreneur, and speaker. In 2009, CNN recognized her as one of America’s top career advisors and Forbes named her blog as one of the Top 100 blogs for women. Those two events propelled her into the spotlight of fixing the world…
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Mita Mallick: On a Mission to Fix What’s Broken at Work: LIVE from Transform
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15:58
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15:58LIVE from Transform 2025 in Las Vegas! Mita Mallick is a change maker with a track record of transforming culture and business. She gives innovative, culturally resonant ideas a voice and serves customers and communities with purpose. She’s had an extensive career as a multicultural marketer in the beauty and consumer goods space, being a fierce ad…
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Hugo Malan: Future Proofing Workforce Solutions
47:38
47:38
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47:3800:00 Introduction to Yugo Milan and His Background 03:06 The Intersection of Technology and Talent Strategy 06:00 Government Efficiency and Workforce Management 08:55 Navigating Layoffs and Performance Management 12:00 Job Market Strategies for the Unemployed 15:05 Understanding Workforce Solutions 18:08 The Need for Better People Management 21:04…
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Avoiding the Zombie Biopharm trap at Keros $KROS
34:47
34:47
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34:47In this episode of Yet Another Value Podcast, host Andrew Walker returns for a solo discussion on Keros Therapeutics (KROS), a biotech firm navigating a dramatic fall from grace. Once buoyed by hopes for its leading drug Cybo (KER-012), KROS is now reeling from halted trials and a steep drop in share price. Andrew lays out the case for why this com…
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CHRO Angela Cheng-Cimini: LIVE from Transform 2025
13:35
13:35
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13:35LIVE from Transform 2025!Angela most recently served as the Senior Vice President, Talent &; Chief Human Resources Officer for Harvard Business Publishing. In this role, Cheng-Cimini led the Human Resources and Facilities & Administration units, spearheaded efforts to develop a talent roadmap that supports the business strategy and created a deeply…
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Windward's Marc Chalfin Turtle Beach Thesis $TBCH
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45:45In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Marc Chalfin of Windward Capital to discuss Turtle Beach. Known for its gaming headsets and peripherals, Turtle Beach is at the center of a compelling capital allocation story. Marc outlines why the company’s recent PDP acquisition, aggressive buyback strategy, and posit…
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HiBob CMO Sarah Reynolds: Live from Transform 2025
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20:43Live from Transform 2025!Sarah Reynolds (they/them) is a creative, award-winning marketing executive and advocate for diversity, equity, inclusion, and belonging (DEIB). A veteran of the HR software market, Sarah is currently Chief Marketing Officer at Hibob, where they bring their deep industry knowledge, passion for storytelling, and keen eye for…
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Tubi's People Leaders: Natasha Valani & Cristina Navarro: LIVE from Transform 2025
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21:24
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21:24Live from Transform 2025 in Las Vegas!I am excited to welcome Tubi's people leaders, Natasha Valani & Cristina Navarro.Natasha Valani serves as the Senior Vice President of Human Resources for Tubi Media Group at Fox Corporation. In her role, she oversees talent management, performance, recruitment, culture & belonging, as well as the overall emplo…
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Adapt or Be Left Behind: Marie Lora-Mungai on AI and the Future of African Filmmaking
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29:26Meet Marie Lora-Mungai, expert advisor in African creative industries and sports business and founder of Restless Global - whose 20-year journey from CNN journalist to production company founder to industry advisor gives her a unique vantage point on Africa's creative economy.In thought-provoking conversation with Andile Masuku, Lora-Mungai makes a…
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David Capital's Adam Patinkin Updates the Vistry Thesis $VTY
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1:00:55
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1:00:55In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Adam Patinkin of David Capital for his third appearance—this time for a much-requested update on British homebuilder and regeneration specialist Vistry (RY). Adam originally laid out a bold thesis in early 2024 that Vistry’s transition to a pure-play partnerships busines…
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Mike Koenigs: Identifying Your Superpower for Success
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1:00:0100:00 Introduction to Mike Koenigs 01:16 Humble Beginnings and Early Influences 02:51 Journey into Technology and Early Career 05:12 The Rise of Digital Marketing and Early Resistance 10:00 First Exit and Transition to Consulting 15:06 Guiding Founders and Identifying Superpowers 21:56 Navigating Identity Crisis After Exits 24:01 AI Automation and …
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PAT Perspectives #11: ELTIFs: Widening the pool of investors to drive growth in Europe and exploring PATRIZIA’s infrastructure offering
14:09
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14:09Last month, PATRIZIA announced the launch of its first European Long-Term Investment Fund – known as an ELTIF. The strategy – named PATRIZIA Infrastructure Invest – is aimed at retail and professional investors in infrastructure. But what exactly is an ELTIF? In the latest episode of PAT Perspectives - the podcast where we ask our guests five key q…
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Amira Barger: EVP @ Edelman: The Price of Nice: Live @ Transform 2025
16:23
16:23
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16:23LIVE from Transform 2025 in Las Vegas!Amira Barger is an award-winning Executive Vice President of Communications and Head of DEI Advisory at Edelman, providing senior reputation management and polycultural counsel to clients across the globe. Recently named Woman of the Year by Women Health Care Executives, Top 100 Executives by Involve People, To…
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Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)
1:01:25
1:01:25
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1:01:25In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mordechai, head of Focus Capital Advisers, for his third appearance. They unpack what Mordechai calls the greatest acquisition of all time—Valeura Energy's buyout of Gulf of Thailand oil assets. The two deals, acquired at rock-bottom prices, now generate more than their …
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Daniel Chait - CEO @ Greenhouse: The Future of Hiring – Live from Transform 2025
21:51
21:51
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21:51LIVE from Transform 2025!Daniel Chait is CEO & co-founder of Greenhouse, the fastest-growing enterprise Talent Acquisition Suite. Greenhouse helps thousands of companies around the world become great at hiring, by creating tools to help deliver exceptional candidate experiences; identify and attract top talent; make smarter hiring decisions; and dr…
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March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff
1:05:54
1:05:54
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1:05:54In this episode of the Yet Another Value Podcast Monthly Book Club, host Andrew Walker is joined by Byrne Hobart, author of The Diff newsletter, to discuss Diary of a Very Bad Year: Confessions of an Anonymous Hedge Fund Manager. The conversation explores the book’s candid insights from a hedge fund manager navigating the 2008 financial crisis. And…
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Mike Stafiej: CEO @ ERIN, Employee Referral Automation- LIVE from Transform 2025
14:53
14:53
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14:53Live from Transform 2025 in Las Vegas!Mike Stafiej is the founder and CEO of ERIN, a Pittsburgh-based SaaS startup that streamlines employee referrals for enterprise businesses around the world. ERIN is a strategic recruiting tool for hundreds of businesses with over 3 million employees in over 100 countries, and has automated over half a billion d…
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David Capital Partners' Adam Patinkin on Lifecore's CDMO business $LFCR
1:11:52
1:11:52
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1:11:52Adam Patinkin, CFA, Managing Partner at David Capital Partners, LLC, joins the podcast to discuss his thesis on Lifecore Biomedical, Inc. (NASDAQ: LFCR), a fully integrated contract development and manufacturing organization (“CDMO”). For more information about David Capital Partners, please visit: https://davidpartners.com/ Chapters: [0:00] Introd…
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Brett Coin- Chief Transformation Officer at Findem- LIVE from Transform 2025
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21:57
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21:57Brett Coin is the Chief Transformation Officer at Findem, an AI first, workflow automation platform for sourcing, CRM and analytics. Prior to Findem, Brett spent 20+ years in TA as a practitioner in sourcer, recruiter, manager and leadership roles for global companies such as Okta, Intuit and Cisco. Brett is originally from New Jersey, but has been…
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Rhona Barnett-Pierce: The Power of Video in Recruitment & Talent Attraction
43:08
43:08
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43:0800:00 Introduction to Rona Barnett-Pearse 03:02 Rona's Journey into Talent Acquisition 06:13 The Role of Content in Talent Attraction 09:01 Navigating the Interview Process 11:57 Transitioning to Entrepreneurship 15:03 Building Perceptible Studios 18:06 Authenticity in Video Content Creation 19:35 The Art of Delegation and Trust 21:25 Leveraging Vi…
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PAT Perspectives #10: Strategic asset mandates - tailored client solutions for individual assets
8:37
8:37
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8:37As part of PATRIZIA’s diversified platform, the company sources and takes on single asset mandates. Known within the firm as ‘strategic asset mandates’, this workstream looks after EUR 2 billion worth of assets. But what exactly are strategic asset mandates? In the latest episode of PAT Perspectives - the podcast where we ask our guests five key qu…
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Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG
1:09:50
1:09:50
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1:09:50Chris Waller, Founder and CIO at Plural Investing, joins the podcast for the third time to discuss his thesis on Seaport Entertainment Group Inc. (NYSE American: SEG), whose focus is to deliver unparalleled experiences through a combination of restaurant, entertainment, sports, retail and hospitality offerings integrated into one-of-a-kind real est…
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Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov
31:35
31:35
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31:35Welcome to the March 2025 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: the market sell off, relationships with management teams - pros and cons, activism and corporate governance, and where to live Chapters: [0:00] Introduction + Episode spon…
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From Policy to Independent Media: Fatu Ogwuche on Creative Storytelling in Tech
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42:01
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42:01Episode overview: In this conversation, Fatu Ogwuche shares insights into her transition from working at Meta and consulting for Nigeria's Electoral Commission to launching her own media platform, Big Tech This Week. She discusses her entrepreneurial spirit, creative approach to storytelling, and the unique position independent creators hold in tod…
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From Producer to Top Sports Broadcaster: Cultivating Audacity with Anne Marie Anderson
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55:49
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55:4900:00 Introduction to Anne Marie Anderson 05:39 The Journey Begins: Early Influences and Career Path 10:06 Breaking into Broadcasting: First Experiences on Air 12:51 Recalibrating Rejection: Lessons Learned 13:30 Navigating a Male-Dominated Industry 18:29 Learning from Legends: Phil Jackson and Kobe Bryant 22:39 The Impact of Kobe Bryant's Legacy 2…
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Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
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59:11
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59:11Jordan McNamee, Founder and CIO of Optimist Fund, joins the podcast to share his thesis on ThredUp Inc. (Nasdaq: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and accessories. For more information about Optimist Fund, please visit: https://www.optimistfund.com/ Chapters: [0:00] Introduction + Episode sponsor: Dal…
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Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company
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47:50Simon Kold, Author of "On the Hunt for Great Companies" and Founder & Portfolio Manager at Kold Investments, joins the podcast to discuss what makes a great company based on his research and writing of his new book, "On the Hunt for Great Companies." You can buy your copy of Simon's new book, "On the Hunt for Great Companies" here: https://www.amaz…
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Beyond Style: Max Israel’s Mission to Empower Men with Y Chroma
1:12:26
1:12:26
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1:12:2600:00 Introduction to Max Israel and Ychroma 02:03 The Entrepreneurial Spirit and Origin Stories 04:42 Journey into Tech and Early Ventures 09:15 Building a Software Company from Scratch 12:59 Navigating Challenges in Business 19:03 The Emotional Journey of Exiting a Business 21:28 The Birth of Ychroma and Fashion Aspirations 24:10 The Birth of Ych…
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Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter
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48:00Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss the 2024 Berkshire Annual Letter. You can buy your copy of Alex's new book, "Buffett and Munger Unscripted" here: hhttps://amzn.to/4asUWNi Chapters: [0:00] Introduction + Episode sponsor: Fintool [2:40] Alex's initial…
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Ben Weiss: Building the Future of Sneakers with AI
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43:23
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43:2300:00 Introduction to Ben Weiss and Sintelay 02:51 Lessons from Family: Resilience and Independence 04:41 The Entrepreneurial Spark: Inspiration from Steve Jobs 06:39 Navigating the Transition to Entrepreneurship 08:16 Networking: The Key to Opportunities 10:36 The Birth of Legends and Leaders Podcast 12:34 The First Episode: Insights and Preparati…
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#26 The solar investment opportunity in Asia-Pacific
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30:26According to the Institute for Energy Economics and Financial Analysis, there is the potential for USD 395 billion of investment into solar photovoltaic power projects in Asia-Pacific (APAC) through to 2050. The region is blessed with sunshine, while already challenged by the consequences of a rise in temperature attributed to carbon emissions, mak…
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Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwit Book Club)
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54:01
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54:01Welcome to the latest edition of Yet Another Value Podcast's Book Club. Once a month, Andrew and co-host, Byrne Hobart, will discuss their thoughts on the book, "Advanced Portfolio Management: A Quant's Guide for Fundamental Investors" by Giuseppe A. Paleologo. See Byrne's writing at: https://www.thediff.co/ "Advanced Portfolio Management: A Quant'…
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Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research
29:12
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29:12Welcome to the February 2025 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: Libra and Argentina, some things you've learned that changed your mind recently, lucky or unlucky stocks and doing hands-on research and personal experience. Chapters: …
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Steve Cadigan: LinkedIN's First CHRO: The Human Side of Recruiting in a Tech-Driven World
1:08:34
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1:08:3400:00 Introduction to Steve Cadigan and His Journey 02:04 Discovering a Passion for HR and Recruiting 05:40 The Human Element in Recruiting 07:34 Leveraging Technology in Talent Acquisition 10:37 Reimagining Recruiting for Future Needs 12:42 Creating a Culture of Growth and Learning 15:24 The Challenge of Experience vs. Potential 17:14 Every Busine…
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PAT Perspectives #9: The student housing investment proposition and its value-add edge in the European living sector
7:33
7:33
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7:33Ever since PATRIZIA’s formation in 1984, the company has had a focus on the European living sector. This evergreen focus is reflected in the company’s new strategy, which is targeting growth to EUR 100 billion AUM by 2030, with the living sector one of the five growth areas central to this ambition. One of the most eye-catching sub-sectors in this …
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From Tradition to Technology: Lessons in Leadership and Operations
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30:10In episode 20, Gregory Paolini, founder of Gregory Paolini Design and secretary of the Cabinet Makers Association (CMA), takes over as host to chat with fellow board member Jason Norvell, owner of Norvell Inc. in Slidell, Louisiana. Jason shares the journey of his family-owned shop, founded in 1978, and how implementing a CNC router transformed eff…
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Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings
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54:45
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54:45Sahm Adrangi, Chief Investment Officer at Kerrisdale Capital, joins the podcast to share his thesis on ACM Research, Inc. (NASDAQ: ACMR), develops, manufactures and sells semiconductor process equipment spanning cleaning, electroplating, stress-free polishing, vertical furnace processes, track, PECVD, and wafer- and panel-level packaging tools, ena…
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The Lea Turner Story: The Unfiltered Reality of Entrepreneurship
1:12:58
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1:12:5800:00 Introduction to Leah Turner and Her Journey 03:12 The Evolution of Leah's Career and Business 06:00 Navigating Challenges and Embracing Change 08:51 Finding Authenticity on LinkedIn 12:03 Overcoming Haters and Building Resilience 15:09 The Foundation of Leah's Training Approach 17:57 The Transition from Transcription to LinkedIn Training 20:5…
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Carrier Neutral: How Unicorn Factory Aims to Open Up Africa’s Internet Infrastructure
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26:55This episode features an engaging conversation with Rob Bergman, Chief Investment Officer at Unicorn Factory, exploring the nuanced intersection of digital infrastructure investment and internet connectivity ecosystem development across Africa.Episode overview:Andile Masuku engages with Bergman to unpack his 12-year journey in African investment, e…
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Yet Another Value's special situation: Sage Therapeutics $SAGE
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36:34In today's episode of the Yet Another Value Podcast, Host, Andrew Walker, shares his thesis and presentation on Sage Therapeutics, Inc. (NASDAQ: SAGE), a biopharmaceutical company committed to pioneering solutions to deliver life-changing brain health medicines, so every person can thrive. For more information and to subscribe to the Yet Another Va…
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