Creator Post Archive
Yet Another Value Podcast
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Jul 3, 2026
Was SBF the greatest VC of all time? #investing #venturecapital
The creator discusses Sam Bankman-Fried's (SBF) venture capital investments, questioning if SBF was a genius investor despite his fraudulent activities. The creator highlights SBF's investment in Cursor, which was later acquired by SpaceX for $60 billion, as an exceptionally good investment, stating they've never made one as good.
Jul 2, 2026
This fintech moves 15% of Pakistan's GDP $VEON #valueinvesting #fintech
The creator highlights the significant fintech operations of JazzCash, a subsidiary of VEON, processing 15% of Pakistan's GDP. Management has indicated intentions to crystallize this value through strategic means like a spin-off or IPO, suggesting a potential undervaluation of this segment.
Jul 1, 2026
$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
The podcast discusses Veon (VEON), an emerging market telecom company listed on Nasdaq. The company presents a sum-of-the-parts story, owning a significant stake in Ukraine's telecom company KYIV and having growth potential through super apps in Pakistan and Bangladesh. However, the discussion also acknowledges the company's challenging history and the inherent risks of emerging market telecom.
Jun 30, 2026
Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA
This episode features finalists from the Pershing Square Challenge discussing MSA Safety ($MSA). The team presents MSA as a high-quality compounder trading at reasonable multiples, with potential for accelerated growth and improved ROIC due to upcoming cycles, particularly in the fire safety sector. The discussion also includes a promotional segment for the sponsor, TRDA.com.
Jun 28, 2026
$FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest
The podcast discusses the Fox-Roku deal, with Simeon McMillan expressing a bullish view on the merger, particularly on Roku, despite the market's negative reaction to Fox's stock. They also briefly touch upon Spotify, Google, and Meta.
Jun 25, 2026
June 2026 Random Ramblings
The host discusses various topics including SBF's past investments, the impact of AI on investing, the concept of time horizon arbitrage, and a Polymarket resolution involving MicroStrategy's Bitcoin sales. He also promotes an upcoming AI webinar with AlphaSense and mentions SpaceX's acquisition of Cursor, noting SBF's prior investment in Cursor.
Jun 21, 2026
$YOU.L: is YouGov really an AI loser? | Jonathan Cohen, Zipperline Capital
The podcast discusses the UK market and dives deep into YouGov, a stock owned by guest John Cohen. YouGov is trading cheaply, plans to buy back stock, and despite the market viewing it as an 'AI loser,' the company believes AI will be beneficial. The host also promotes an upcoming AI webinar with AlphaSense.
Jun 15, 2026
Alex Roepers on two deep-value special situations: $DCH and $NOMD
The host and guest discuss two deep-value special situation stocks: DCH and NOMD. The host has positions in both and finds them interesting and undervalued, noting some 'dark arts' angles related to management signaling undervaluation. The discussion begins with DCH, detailing its formation through a merger and its history with Melrose Industries.
Jun 10, 2026
Adam May on $ABVX's blowout data and subsequent stock crash
The host Andrew Walker welcomes Adam May back to the Yet Another Value Podcast to discuss biotech investing, focusing on Abc (ABVX) and Nectar Therapeutics. The conversation highlights Abc's recent blowout data release, which was accompanied by safety concerns, leading to a significant stock price drop. Walker discloses a personal long position in Abc and Nectar.
Jun 4, 2026
Pershing Square Challenge 2026 finalists pitch Amadeus $AMS | the toll booth on global travel
Andrew Walker of Yet Another Value Podcast interviews Team Amadeus, finalists in the Pershing Square Challenge, who pitched Amadeus (AMS), a company in the travel technology sector. The discussion touches on Amadeus's recent 30% stock decline, its perceived AI-proof nature in the SaaS landscape, and a significant investment by Constellation Software in a competitor, Sabre.
May 31, 2026
May 2026 Random Ramblings
The creator discusses the state of the markets, concerns about AI impacting intellectual jobs, the cyclical nature of memory stocks and AI companies, the importance of flexibility in investment strategies, and thoughts on company management. He also mentions a personal position in a MicroStrategy Bitcoin trade and touches on preferred equity.
May 28, 2026
Pershing Square Challenge 2026 third place: Celsius $CELH
The podcast features a discussion about Celsius (CELH) presented by a team that placed third in the Pershing Square Challenge. The team conducted a proprietary survey on consumer behavior related to energy drinks. The discussion highlights Celsius's growth relative to peers like Monster, Pepsi, and Coke, and touches upon acquisition, integration, and new entrant risks. The podcast is sponsored by Trada, a platform for buyside interviews.
May 25, 2026
Pershing Square Challenge 2026 runner-ups on Baker Hughes $BKR
The Yet Another Value Podcast features the team that placed second in the Pershing Square Challenge, focusing on their Baker Hughes pitch. The host highlights the team's exceptional diligence, including over 30 expert calls and expo visits, comparing it to private equity levels of research. The discussion also touches upon Baker Hughes' past investment in C3.ai and the team's interviews with former executives.
May 22, 2026
Pershing Square Challenge 2026 winners on DoorDash $DASH
Andrew Walker hosts the winning team from the Pershing Square Challenge, who pitched DoorDash ($DASH). The students conducted extensive primary research, including interviews with 90 individuals, to support their thesis on the company. The podcast also features a sponsor segment for Trada.com, a platform for stock research and discussions.
May 19, 2026
Why $PSUS deserves a premium to NAV and $PS deserves a premium multiple | Marlton's James Elbaor
The podcast discusses two entities related to the Pershing Square complex: PSUS, a new closed-end fund, and PS, the management company that recently IPO'd. The guest, James Elbaor, believes PSUS deserves a premium to its Net Asset Value (NAV) and sees potential in PS as a management company. The discussion also revisits Pershing Square Holdings (PSH), a UK investment trust, noting its strong performance relative to the S&P 500 since September 2022, despite a recent pullback, and highlights its continued discount to NAV.
May 14, 2026
$DRVN Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capital
The podcast discusses Driven Brands (DRVN), an automotive aftermarket company, focusing on its quick lube business, Take 5. The host, Andrew Walker, discloses a long position in DRVN and highlights the company's ongoing accounting restatement as a significant risk. The discussion revisits a previous podcast on the company from two and a half years ago, noting significant developments since then.
May 10, 2026
$LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe
The podcast discusses Liberty Global (LBTYK), a company that has historically been complex for value investors. The stock is currently trading at $12, with $10 per share in investments and $5 per share in cash on its balance sheet. The company is planning a spin-off of a business valued between $12-$15 per share, alongside another existing business. The host expresses caution due to past negative experiences with the company and concerns about John Malone's control.
May 5, 2026
$STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel
The podcast discusses Stevanato Group (STVN), a manufacturer of containers for biologics and drugs, and its position in the GLP-1 market. The discussion touches on the company's capital expenditures, the potential impact of oral GLP-1s, and its valuation. The episode also features a sponsor segment for AlphaSense, highlighting its AI tools for earnings season analysis.
Apr 30, 2026
Can Sprout Social Survive the SaaSpocalypse with Pernas Research's Deiya Pernas $SPT
The podcast features Deiya Pernas from Pernas Research discussing Sprout Social (SPT), a company that has been significantly impacted by the "SaaSpocalypse." Despite a 50% stock drop this year, Pernas believes the market reaction is overblown, and the company is positioning itself as an AI beneficiary and a systems of record provider. The discussion also touches on the broader SaaS industry and the perceived overpayment of corporate boards.
Apr 26, 2026
Chadd Garcia drills into LandBridge's value
This podcast episode features Chad Garcia discussing Landbridge, a land play benefiting from activity in the Permian Basin. Garcia believes the market is underestimating Landbridge's growth potential despite its seemingly high headline multiple. The episode also includes a sponsorship segment for AlphaSense, highlighting its AI tools for navigating earnings season.
Apr 23, 2026
Investing in the SaaSpocalypse with Heller House's Marcelo Lima
The podcast features Marcelo Lima from Hellerhouse Capital discussing the "SaaS apocalypse" narrative. Lima argues that the current opportunities in the software sector are overblown and represent a generational chance to invest in top-tier companies, contrary to the prevailing negative sentiment.
Apr 19, 2026
Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG
This episode of Yet Another Value Podcast features Tolu Ojukola from Aganju Capital discussing DraftKings (DKNG). The conversation focuses on the regulatory landscape surrounding prediction markets and its impact on DraftKings, exploring various legal and regulatory angles. Ojukola's pitch on DraftKings ranked third in a SumZero competition.
Apr 16, 2026
April 2026 Random Ramblings
The creator discusses various topics including SaaS, AI hedging, pattern recognition, and the impact of AI on investors. He also shares a personal anecdote about a missed investment opportunity. The podcast is sponsored by Fiscal.ai, a real-time fundamental API tracker.
Apr 10, 2026
Guinea Value's Jingshu Zhang on Fiserv $FISV
Andrew Walker hosts Jingshu Zhang of Gini Value to discuss Fiserv (FISV). Zhang has conducted extensive primary research, including interviewing over 100 Clover customers and industry insiders, to provide a deep dive into the company. The podcast also features a sponsor plug for Trada, a platform for stock discussion, and mentions a free sample Fiserv transcript from Trada.
Apr 2, 2026
Avory's Sean Emory on Clear Security $YOU
The host discusses Clear Security (YOU) as a fascinating business with a unique moat, contrasting its premium offering with the free TSA line. The recent TSA shutdown has significantly boosted Clear's stock due to long TSA lines, acting as a strong advertisement for the service. The podcast also features a sponsor plug for Trotta, a platform for stock discussions.
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