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Everything the podcasts said · one show
Yet Another Value Podcast
≈ 2–3 a week
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Andrew Walker single-stock deep dives with fund managers.

In the last 30 days, Yet Another Value Podcast produced 86 attributed ideas; most-discussed: FOUR, TPB, SPOT.

0
Ideas · 7d
86
Ideas · 30d
518
Ideas · all time
69
Episodes
Names this show discusses most
30D
FOUR · 19TPB · 14SPOT · 57974.T · 5NFLX · 4LEN · 1PAR · 1TOST · 1
90D
FOUR · 19TPB · 14SPOT · 57974.T · 5NFLX · 4LEN · 1PAR · 1TOST · 1

Theses first heard here · 3

Corporate governance discount debate for REITsFIRST HEARD 3 FEB
Uber's AV strategy as a re-rating catalystFIRST HEARD 13 JAN · UBER GOOGL
UK equities trade at severe private-equity discountsFIRST HEARD 11 JAN
Latest attributed ideas · most recent first
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
TPB as the third player in US pouches
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Nicotine pouches as the new tobacco
Open in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Domestic manufacturing as a major cost catalyst
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Legacy business valued at $35-45 per share
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Slotting fees to decline as contracts annualize
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Path to $1,000 stock by 2030
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
US C-store channel limits brand proliferation
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
PMTA rules shut door on VC-backed upstarts
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
ATM raise likely for Alp stake consolidation
TPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Legacy business provides valuation floor
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
New CEO under the gun, a show-me story
TPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
FRE's marketing spend lacks ROI, identity
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Alp's success tied to rebel archetype, not just Tucker
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Domestic production a major EBITDA catalyst
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
C-store economics favor pouch expansion
Open in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Energy drinks parallel for pouch marketing
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
25 SEP3W AGOSeptember 2026 Random Ramblings
Market fragility from engineered stability
Open in Zortix →
25 SEP3W AGOSeptember 2026 Random Ramblings
Overconfidence as a common trait among greats
Open in Zortix →
25 SEP3W AGOSeptember 2026 Random Ramblings
Interest rate gravity's lagged effect on stocks
Open in Zortix →
25 SEP3W AGOSeptember 2026 Random Ramblings
Imposter syndrome versus overconfidence in investors
Open in Zortix →
25 SEP3W AGOSeptember 2026 Random Ramblings
Vanishing long bear markets and crashes
Open in Zortix →
25 SEP3W AGOSeptember 2026 Random Ramblings
Higher rates compress merger arb spreads
Open in Zortix →
25 SEP3W AGOSeptember 2026 Random Ramblings
Natural evolution away from mentors
Open in Zortix →
25 SEP3W AGOSeptember 2026 Random Ramblings
Agentic AI disrupting consumer inertia
Open in Zortix →
25 SEP3W AGOSeptember 2026 Random Ramblings
Journaling as a tool for investor evolution
Open in Zortix →
25 SEP3W AGOSeptember 2026 Random Ramblings
Pain beneath market highs: housing, small caps
LENOpen in Zortix →
25 SEP3W AGOSeptember 2026 Random Ramblings
Mentorship lessons from Stock Picker
Open in Zortix →
22 SEP4W AGO$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real?
Restaurant vertical as a high-margin cash cow
ORIGINAL IDEAFIRST ON FOUR IN 30 DAYSFOUROpen in Zortix →
22 SEP4W AGO$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real?
Shift4's vertical integration in card-present payments
ORIGINAL IDEAFIRST ON FOUR IN 30 DAYSFOUROpen in Zortix →
22 SEP4W AGO$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real?
Shift4's organic growth driver: Shift4Dine POS
ORIGINAL IDEAFIRST ON FOUR IN 30 DAYSFOUROpen in Zortix →
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION