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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 35 attributed ideas; most-discussed: TPB, FOUR, LEN.

11
Ideas · 7d
35
Ideas · 30d
461
Ideas · all time
71
Episodes
Names this show discusses most
30D
TPB · 14FICO · 1IMAX · 1SBUX · 1CMG · 1SMCI · 1NFLX · 1SOLS · 1
90D
TPB · 14FOUR · 13LEN · 2FICO · 1IMAX · 1SBUX · 1CMG · 1SMCI · 1

Theses first heard here · 9

AI as a tangential value unlock for legacy assetsFIRST HEARD 14 OCT
AI commoditization threat to banking profitsFIRST HEARD 17 AUG
UK equities trade at severe private-equity discountsFIRST HEARD 27 JUL
SaaS sell-off overblown on AI disruption fearsFIRST HEARD 23 APR · CRM
Micron's earnings surge outpaces its soaring stockFIRST HEARD 6 APR · MU
Latest attributed ideas · most recent first
20 OCT1W AGOThe cavalry isn't coming: UK stocks, relistings, and AI analysts
UK stocks as global businesses at cheap prices
Open in Zortix →
20 OCT1W AGOThe cavalry isn't coming: UK stocks, relistings, and AI analysts
Relisting to the US as more than multiple arbitrage
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20 OCT1W AGOThe cavalry isn't coming: UK stocks, relistings, and AI analysts
UK's cheap global businesses
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20 OCT1W AGOThe cavalry isn't coming: UK stocks, relistings, and AI analysts
International cost-of-equity decomposition
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20 OCT1W AGOThe cavalry isn't coming: UK stocks, relistings, and AI analysts
Corporate governance: the cavalry isn't coming
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20 OCT1W AGOThe cavalry isn't coming: UK stocks, relistings, and AI analysts
AI expands demand for good analysts
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20 OCT1W AGOThe cavalry isn't coming: UK stocks, relistings, and AI analysts
Private equity's UK opportunity
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20 OCT1W AGOThe cavalry isn't coming: UK stocks, relistings, and AI analysts
Pushback: relisting as a sugar high vs buybacks
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20 OCT1W AGOThe cavalry isn't coming: UK stocks, relistings, and AI analysts
The cavalry isn't coming for value investors
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20 OCT1W AGOThe cavalry isn't coming: UK stocks, relistings, and AI analysts
Students' superpower: access to unique information
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20 OCT1W AGOThe cavalry isn't coming: UK stocks, relistings, and AI analysts
South Korea as an attractive reform market
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14 OCT2W AGOOctober 2026 Random Ramblings
Monopoly pricing power invites unexpected competition
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDEFICOOpen in Zortix →
14 OCT2W AGOOctober 2026 Random Ramblings
Index gains mask broad market despondency
Open in Zortix →
14 OCT2W AGOOctober 2026 Random Ramblings
Starbucks-Chipotle merger driven by one CEO
SBUXOpen in Zortix →
14 OCT2W AGOOctober 2026 Random Ramblings
AI as a tangential value unlock for legacy assets
Open in Zortix →
14 OCT2W AGOOctober 2026 Random Ramblings
Russell's 'flaw' helped dodge AI bubble pops
ORIGINAL IDEAFIRST ON SMCI IN 30 DAYSSMCIOpen in Zortix →
14 OCT2W AGOOctober 2026 Random Ramblings
Microdramas as unexpected competition for Netflix
SHOWS SPLIT14 SHOWS · NOT ALL ON THE SAME SIDENFLXOpen in Zortix →
14 OCT2W AGOOctober 2026 Random Ramblings
SOLS merger pullback as management test
SOLSOpen in Zortix →
14 OCT2W AGOOctober 2026 Random Ramblings
Homebuilders' land banks as an AI windfall trade
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDELENOpen in Zortix →
1 OCT4W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Nicotine pouches as the new tobacco
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1 OCT4W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
TPB as the third player in US pouches
ORIGINAL IDEAFIRST ON TPB IN 30 DAYSTPBOpen in Zortix →
1 OCT4W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Path to $1,000 stock by 2030
ORIGINAL IDEAFIRST ON TPB IN 30 DAYSTPBOpen in Zortix →
1 OCT4W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
PMTA rules shut door on VC-backed upstarts
ORIGINAL IDEAFIRST ON TPB IN 30 DAYSTPBOpen in Zortix →
1 OCT4W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Slotting fees to decline as contracts annualize
ORIGINAL IDEAFIRST ON TPB IN 30 DAYSTPBOpen in Zortix →
1 OCT4W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Domestic manufacturing as a major cost catalyst
ORIGINAL IDEAFIRST ON TPB IN 30 DAYSTPBOpen in Zortix →
1 OCT4W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Legacy business valued at $35-45 per share
ORIGINAL IDEAFIRST ON TPB IN 30 DAYSTPBOpen in Zortix →
1 OCT4W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
US C-store channel limits brand proliferation
ORIGINAL IDEAFIRST ON TPB IN 30 DAYSTPBOpen in Zortix →
1 OCT4W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Legacy business provides valuation floor
ORIGINAL IDEAFIRST ON TPB IN 30 DAYSTPBOpen in Zortix →
1 OCT4W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
New CEO under the gun, a show-me story
ORIGINAL IDEAFIRST ON TPB IN 30 DAYSTPBOpen in Zortix →
1 OCT4W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
ATM raise likely for Alp stake consolidation
ORIGINAL IDEAFIRST ON TPB IN 30 DAYSTPBOpen in Zortix →
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION