Creator Post Archive
Yet Another Value Podcast
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Mar 29, 2026
Theravance's strategic review with Andy Summers $TBPH
The Yet Another Value Podcast features a discussion with Andy Summers about Theravance (TBPH), a single-product pharmaceutical company focused on the COPD drug Yupelri. Both the host and guest disclose they are long the stock, highlighting its protected downside and interesting risk-reward profile. The drug is marketed in partnership with Viatris, with Theravance handling marketing in the hospital setting.
Mar 27, 2026
Night Watch's Roderick van Zuylen on Marex $MRX
Andrew Walker interviews Roderick van Zuylen about Marex (MRX). Walker expresses interest in Marex, noting it has characteristics of past companies he's overlooked that later performed exceptionally well, citing StoneX as an example. The podcast also features a sponsor segment for Fiscal AI, a stock research terminal.
Mar 25, 2026
March 2026 Random Ramblings
The creator discusses market volatility, the impact of software on investment track records, a personal rule about stocks that don't move for three years, and thoughts on position sizing after significant price swings. A significant portion of the content is a sponsor read for Fiscal AI, highlighting Robinhood's prediction market revenue growth as an example of data analysis.
Mar 23, 2026
Adam May on investing in biotech $NKTR $ABVX
This episode features a discussion with Adam May, a physician and prominent figure in Biotech FinTwit. The conversation delves into his background, his journey into investing in small to mid-cap biotech companies, and the inherent risks and potential rewards within the sector. The host also highlights a sponsor, Trada, a platform for buy-side interviews about stocks.
Mar 20, 2026
Chris Paryse on Ferrellgas's big conversion $FGPR
This podcast episode discusses Ferrellgas (FGPR), an MLP that recently underwent a significant conversion which is expected to materially change the company's liquidity and set it up for future re-listing. The discussion highlights the company's history of bankruptcy and heavy debt, but focuses on the positive implications of the recent conversion, which is happening in real-time.
Mar 14, 2026
Accrued Interest's Simeon McMillan on $VSNT and the evolving media space
Andrew Walker interviews Simeon McMillan from Accrued Interest about the media sector, with a particular focus on Versant (VSNT), a spin-off from Comcast. McMillan has written extensively on Versant, detailing its story and risks. The conversation also touches on broader media trends, including Paramount, Netflix, AI, and sports.
Mar 10, 2026
A tour through the media landscape with TSOH's Alex Morris
The creator is hosting a live webinar with AlphaSense on March 10th at 1 p.m. Eastern to discuss the media space, covering topics like the Netflix/Paramount/Warner Brothers situation, sports rights, Disney's new CEO, video games, and AI content. The webinar will feature live Q&A and a replay will be available.
Mar 9, 2026
Carriage House's Will Cleary on $FTAI
The host introduces Will Clary from Carriage House Fund, highlighting his expertise in concentrated value investing. They plan to discuss FTAI, noting its cult following and short interest. The host also promotes an upcoming webinar with AlphaSense on media and communication topics.
Mar 3, 2026
Roy Swisa on $DJCO
This episode features Roy Swissa discussing his consultancy work with The Daily Journal Corporation (DJCO) and broader topics like expert interviews and AI. The host also promotes an upcoming webinar on media, telecom, and communications with AlphaSense.
Feb 24, 2026
Investing in Biotech with Verdad Capital
The creator interviews Dan and Greg from Verdad Capital to discuss their paper on value and fundamental quantitative investing in biotech. The conversation is framed as a deep dive into a fascinating topic that the creator learned a lot from.
Feb 20, 2026
Flying through the Volaris thesis with Antipodes' Phillip Namara
The podcast features an interview with Phillip Namara from Antipodes discussing Volaris (VLRS), a low-cost Mexican airline. The discussion covers domestic growth tailwinds, capacity constraints, and a potential merger, offering insights into the airline industry and Volaris's business model.
Feb 5, 2026
Bill Chen's follow up on REITs and $ALX
This podcast episode features a follow-up discussion with Bill Chen, focusing on REITs and specifically Alexander's Group (ALX). The conversation aims to delve deeper into real estate investing topics, building on a previous discussion.
Jan 18, 2026
Adam Buckstein's Stride Thesis $LRN
The host introduces Adam Bing, who will discuss Stride (formerly K12), trading under the ticker LRN. The host expresses personal interest in the company, noting it trades cheaply and presents an interesting investment opportunity despite potential business questions.
Dec 26, 2025
$NATL and the sunset of ATMs with Undervalued and Undercovered's Hugo Navarro
The creator discusses NCR Atlas (NATL), a company that makes ATMs, and explores the push and pull between the perception of cash being on the way out and the potential for a "beautiful sunset" business. The podcast is sponsored by TRDA, a platform for expert calls between buysiders.
Nov 11, 2025
Shining a light on Golden Entertainment's "wealth transfer" $GDEN
The creator discusses Golden Entertainment (GDEN), a company recently involved in a take-private deal. While acknowledging the deal was announced at a significant premium, the creator argues it represents a wealth transfer from minority shareholders to insiders and believes the deal needs restructuring for a fair outcome.
Oct 20, 2025
Marathon Partners' Mario Cibelli updates the Remitly Thesis $RELY
This podcast episode features Mario Cibelli from Marathon Partners discussing Remitly, a company he previously pitched. The conversation revisits the Remitly thesis, touching on stablecoins, risks, and comparisons to Wise. The episode also includes a sponsor segment for trytroda.com.
Sep 29, 2025
Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH
The creator and guest Steve Gorick discuss Molina Healthcare (MOH), a company with a history of compounding growth that has recently seen its stock price cut in half. They explore whether the company can return to its previous growth trajectory despite potential headwinds in the Medicaid space, regulatory issues, and tax concerns. The discussion highlights the company's current attractive valuation at around 10x earnings.
Sep 22, 2025
Shomik Ghosh's $CWAN bull thesis
This is the first part of a two-part podcast episode featuring Shomik Ghosh discussing his investment thesis on Clearway Energy (CWAN). The host, Andrew Walker, introduces Ghosh and highlights the depth of his research, particularly on growth companies. The episode also includes a sponsorship message for TRA, a platform for call transcripts and investor interviews.
Sep 8, 2025
Yummy Century Egg's Guowei Zhang Echostar follow up $SATS
The podcast features a follow-up discussion on EchoStar (SATS) with Guowei Zhang from Yummy Century Stocks. They cover a recent spectrum deal, future prospects, risks, and opportunities. The conversation also touches on First Broadcast Affiliates and the Nexr Techno deal, as well as strategies for managing losing investments.
Aug 24, 2025
Guinea Value's Jingshu Zhang on $EDU
This episode features Jingshu Zhang from Guinea Value discussing New Oriental Education (EDU). The conversation delves into unique insights about the business that go beyond typical SEC filings, exploring risks, capital allocation, and providing interesting anecdotes. The podcast is sponsored by AlphaSense and Tegas.
Aug 1, 2025
Anek Capital's Orel Levy's Cellebrite Thesis $CLBT
The host introduces Oral Levy from Anek Capital to discuss Cellebrite. The host expresses significant interest in Cellebrite, noting it's a company he doesn't currently own but may invest in the future. The podcast is sponsored by TRDA, a platform for anonymized buy-side stock discussions.
Jul 29, 2025
Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)
The hosts discuss the book "Soft War: An Intimate Portrait of Larry Ellison and Oracle," published in 2003. They found the book thought-provoking, especially with the benefit of 20 years of hindsight, offering insights into tech migrations and the evolution of Oracle and Larry Ellison. They advise skipping the sections about boats.
Jul 25, 2025
Kingdom Capital's David Bastian on United Natural Foods $UNFI
The podcast features David Bastian from Kingdom Capital discussing United Natural Foods (UNFI), which is described as a favorite turnaround stock within the value investing community. The discussion is noted to be in-depth, with both hosts having done significant research on the company.
Jun 24, 2025
Yummy Century Egg's Guowei Zhang on Echostar $SATS
The host and guest discuss EchoStar (SATS), a company that has announced it may skip interest payments and potentially face bankruptcy. The situation is described as complex and interesting, attracting attention from various investment funds.
Jun 16, 2025
Findell Capital's Brian Finn on Oportun $OPRT
The creator interviews Brian Finn of Finnell Capital about Opportune Financial (OPRT). Finn, who owns approximately 10% of the company, is running a proxy fight and discusses his reasons, the potential upside, and operational improvements he believes can be made. Listeners are reminded of Finn's significant stake and encouraged to do their own research.
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