Yet Another Value Podcast
Andrew WalkerA podcast focused exclusively on value investing ideas
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 24 | Founded | 5 years ago | Last Issue | 4 years ago |
| Active | |||||
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yetanothervaluepodcast.substack.comLatest Issues
We're moving to Yet Another Value Blog!
Just a note that I’m moving the podcast to a dedicated section of Yet Another Value Blog. You can find the dedicated podcast feed here.
If you already subscribe to the podcast, there should be no need to do anything on your end as we’ve im...
Jeremy Raper is going FAR (Podcast #96)
Jeremy Raper return to the podcast to talk about his latest campaign at FAR. FAR is an extremely small company on an international exchange, so listeners should do their own work, but Jeremy thinks the company is in play and substantially u...
Bill Chen breaks down $FRPH's SOTP (podcast #95)
Bill Chen breaks down his thesis for FRPH. FRPH is a conservatively managed real estate company with a great management team and a history of growing NAV and monetizing assets at opportunistic times. You can see my thread on FRPH here, and...
Jon Boyar thinks SMG's stock is set to grow (podcast #94)
Jon Boyar from the Boyar Value Group returns to the podcast to discuss his high conviction thesis for Scotts Miracle-Gro (SMG). SMG was a massive COVID beneficiary, and shares have sold off in kind with other COVID beneficiaries. Jon thinks...
Rich Howe thinks $NXDT could be the next $NXRT (podcast #93)
Rich Howe, founder of stock spinoff investing, walks through the bull case for NXDT. NXDT is a closed end fund trading at a huge discount to NAV; the fund is planning to transition to a REIT and Rich thinks that makes the stock very catalys...
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Authors
The writers behind this newsletter.
Yet Another Value Blogger. Portfolio manager and head of research at Rangeley Capital.
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