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Adam May on $ABVX's blowout data and subsequent stock crash
Abivax posted maybe the best ulcerative colitis data anyone's seen, then crashed 60% on a cancer signal Adam May argues is statistical noise. We dig into whether $ABVX is now a mispriced takeout: the…
Pershing Square Challenge 2026 finalists pitch Amadeus $AMS | the toll booth on global travel
Amadeus $AMS is down roughly 25% because the market lumped it in with the SaaS names AI is supposed to gut. Team Amadeus, Pershing Square Challenge finalists, argue it's the opposite: a…
May 2026 Random Ramblings
A market that refuses to go down, AI coming for the investor's job, and MicroStrategy quietly becoming the entire preferred-equity market. Andrew's monthly ramble across five things he can't stop…
Pershing Square Challenge 2026 third place: Celsius $CELH
Celsius trades at ~20x earnings while growing ~18% a year, cheaper than Monster (~34x) and even Coke (~25x) despite faster growth. The Pershing Square Challenge third-place team makes the long case…
Pershing Square Challenge 2026 runner-ups on Baker Hughes $BKR
Team Baker Hughes, the second-place finishers in the 2026 Pershing Square Challenge, discuss their Baker Hughes thesis and why they believe the market hasn't fully appreciated the company's evolution…
Pershing Square Challenge 2026 winners on DoorDash $DASH
The winners of the Pershing Square Challenge 2026 discuss their Doordash pitch, including why the growth story still has room to run (and the 90 primary research calls they made to back up that…
Why $PSUS deserves a premium to NAV and $PS deserves a premium multiple | Marlton's James Elbaor
James Elbaor of Marlton makes the case that $PSUS will trade at a premium to NAV instead of the typical closed-end fund discount and that $PS will ultimately trade at a premium multiple to peers like…
$DRVN Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capital
Driven Brands ($DRVN) puked on a February accounting restatement. Kyle Mowery (GrizzlyRock Capital) walks through why Take 5 remains a crown jewel and could be worth the entire EV of the company…
$LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe
Rich Howe of Stock Spin-Off Investing makes the bull case for Liberty Global ($LBTYK): cheap on a sum-of-the-parts, an upcoming Ziggo spin to crystallize value, and a hidden ventures portfolio.…
$STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel
Stevanato (STVN) makes the glass vials and pre-filled syringes that GLP-1 drugs ship in. The stock has sold off on fears that oral GLP-1s replace injectables, but Aurelian Research's Leo Trudel…
Can Sprout Social Survive the SaaSpocalypse with Pernas Research's Deiya Pernas $SPT
In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Deiya Pernas of Pernas Research about Sprout Social (SPT) and the broader SaaS selloff. They examine the company’s…
Chadd Garcia drills into LandBridge's value
In this episode of Yet Another Value Podcast, host Andrew Walker is joined by returning guest Chad Garcia to discuss LandBridge and the broader Permian Basin ecosystem. Chad outlines how land-based…
Investing in the SaaSpocalypse with Heller House's Marcelo Lima
In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Marcelo Lima of Heller House Capital about the "SaaSpocalypse". Marcelo shares his perspective from years of following…
Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG
In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Tolu Bukola from Aganju Capital about DraftKings and the growing threat from prediction markets. Tolu explains DraftKings’…
April 2026 Random Ramblings
In this episode of Yet Another Value Podcast, host Andrew Walker shares his April monthly ramblings, covering a range of investing topics top of mind. He examines the recent selloff in SaaS companies…
Guinea Value's Jinshu Zhang on Fiserv $FISV
In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Jingshu Zhang from Guinea Value about Fiserv (FISV) and the broader payments sector. They examine the recent drawdown…
Avory's Sean Emory on Clear Security $YOU
Sean Emory of Avory & Co analyzes Clear Security, a biometric identity platform operating in airports nationwide. They examine the company’s subscription model, competitive positioning against…
Theravance's strategic review with Andy Summers $TBPH
In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Andy Summers, CIO of Summers Value, to discuss Theravance (TBPH; disclosure: long). Both share their perspectives as…
Night Watch's Roderick van Zuylen on Marex $MRX
In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Roderick van Zuylen of Nightwatch to analyze Marex (MRX), a futures commission merchant operating in a consolidated…
March 2026 Random Ramblings
In this episode of Yet Another Value Podcast, host Andrew Walker returns with his monthly solo ramblings covering several themes shaping current markets. He starts by discussing recent volatility and…
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Yet Another Value Podcast has published 404 episodes since July 2020, covering topics in Business, Investing.
Yet Another Value Podcast is currently highly active with new episodes weekly. Average episode length is 58m.
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