Yet Another Value Podcast

Yet Another Value Podcast is a podcast from Andrew Walker, the founder of yetanothervalueblog.substack.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.

Dave Johnson from Caligan Partners discusses his thesis on Evolus (EOLS). Evolus is a one product company. Their product, Jeuveau, is a Botox competitor…
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Chris DeMuth joins the podcast to discuss the state of the markets in September 2022 and what’s catching his eye in event driven land, including an…
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The team from CoVest discusses why they launched CoVest and then dives deep into their thesis for OEC. You can learn more about CoVest here. Please…
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Dave Waters from Alluvial Capital returns to the podcast to discuss his thesis on PX. You can find Dave’s first appearance (back in the absolute depths…
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James Elbaor, founder and CIO of Marlton Capital, discusses his investment thesis for Pershing Square Holdings (PSH). Please follow the podcast on…
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Jon Boyar returns to the podcast to talk about the Dolan Discounts at MSGS and MSGE. Both MSGE and MSGS were profiled in Jon’s Fresh Looks report, which…
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Andrew Carreon, founder of Emeth Value, discusses his thesis on Diversified Energy (DEC; trades in London). Key points include how the company can get…
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