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Apocalist Book Club

Antonella Inserra

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Welcome to the Apocalist Book Club! Your hosts Nella and Raven are reading all apocalyptic fiction in chronological order. Join the club--you have time now. Updated every 3rd Wednesday of the month.
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Twisted Hunger

Twisted Hunger

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Want a cure for the zombie virus??? Twisted Hunger may be your answer. Here, we combine the expert with the everyday and venture into topics that are designed to quench your thirst for light and our desire to spread it. Curious to know more . . . just listen! And by the way, Welcome to the Twist!
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Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.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. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-dis ...
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In this episode of Zombie Book Club, we sit down with Darren Smith, host of The Undead Symphony podcast and author of the novel by the same name. Darren shares how his journey from reviewing over 300 zombie films to writing a novel was inspired by listener misconceptions and a desire to explore deeper themes within the genre. We delve into the uniq…
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In this episode of Yet Another Value Podcast, host Andrew Walker shares a keynote Q&A from the Showcase Vegas event with returning guest Artem Fokin of Caro-Kann Capital. Artem breaks down his concept of “superpowers” in investing—an individual’s unique edge based on comparative advantage—and how it shapes portfolio decisions. The discussion extend…
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In this episode of Yet Another Value Podcast, host Andrew Walker interviews the first-year Columbia MBA team who unanimously won the 18th Annual Pershing Square Challenge with their investment thesis on Carlisle Companies (CSL). The team—Tuan, Dimitry, and Erik—shares their detailed research into the commercial roofing giant, exploring its competit…
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In this May 2025 edition of Yet Another Value Podcast, host Andrew Walker shares a range of thoughts in his monthly solo ramble. He opens with macro commentary on market resilience post-"Liberation Day" and ongoing CEO uncertainty. He transitions to the role of AI in investing, using analogies from sports to explore how AI may alter investor succes…
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In this episode of Zombie Book Club, hosts Dan and Leah delve into the resistance against Negan's authoritarian rule in The Walking Dead. Analyzing the responses of Alexandria, Hilltop, the Kingdom, and Oceanside, they explore how each community transitions from trauma-induced reactions to organized rebellion. The discussion highlights the evolutio…
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In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Cliff Sosin of CAS Investment Partners for his second appearance. Known for his concentrated, long-term investing approach, Cliff discusses the unique characteristics of Carvana's lending model, the intricacies of subprime finance, and why he believes Carvana's comeback …
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In this episode of Zombie Book Club, we welcome Catherine Larkin—also known as Author X Zombie—author and illustrator of the Wizards of the Apocalypse series. Catherine shares her journey from crafting stories in high school to building the richly imagined world of Skeletonia, where intelligent zombies don armor, cast spells, and follow the command…
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In this episode of the Yet Another Value Podcast FinTwit Book Club, Andrew Walker is joined by Byrne Hobart of The Diff to discuss Clashing Over Commerce, a sweeping political and economic history of U.S. trade policy. Against the backdrop of current debates on tariffs, they explore how deeply tariffs shaped American politics, the surprising econom…
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In this episode of Yet Another Value Podcast, host Andrew Walker shares a webinar conversation with Thomas Li, CEO and co-founder of Daloopa, diving into how AI is transforming the workflows of fundamental investors. They explore real-world applications across hedge funds and investment banks, highlighting both the promise and current limitations o…
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In this episode of Zombie Book Club, hosts Dan and Leah sit down with comic creators Rowen H. and Erica B. to discuss their indie series Days Worth Living. Set in 2005 Illinois, this emotionally charged zombie apocalypse narrative follows elementary school teacher Joshua Martins and bus driver Phil as they strive to protect six children during a fi…
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In this episode of Zombie Book Club, we dive deep into the chilling parallels between Negan from The Walking Dead and real-world authoritarian regimes. By breaking down Negan’s methods into four distinct phases—consolidating power, eroding democratic institutions, establishing totalitarian control, and sustaining the regime—we expose the disturbing…
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In this month’s episode of Yet Another Value Podcast, host Andrew Walker goes solo with his April Ramble, recorded just before a whirlwind travel schedule kicks off. He opens with an update on KROS, a position he's long, discussing the company’s surprising move to evaluate strategic alternatives and what it reveals about investor skepticism in the …
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In this episode of Zombie Book Club, we welcome Canadian comic creator Ray Jamison to discuss his fantasy-horror comic series, The Madcaps. Born from a decade-long Dungeons & Dragons campaign, The Madcaps follows four unconventional heroes—Sarlac, Drak, Chasgo, and Dunnan—as they reunite in their hometown of Ivywood to confront a zombie outbreak li…
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In this episode of Yet Another Value Podcast, host Andrew Walker returns for a solo discussion on Keros Therapeutics (KROS), a biotech firm navigating a dramatic fall from grace. Once buoyed by hopes for its leading drug Cybo (KER-012), KROS is now reeling from halted trials and a steep drop in share price. Andrew lays out the case for why this com…
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In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Marc Chalfin of Windward Capital to discuss Turtle Beach. Known for its gaming headsets and peripherals, Turtle Beach is at the center of a compelling capital allocation story. Marc outlines why the company’s recent PDP acquisition, aggressive buyback strategy, and posit…
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In this episode, we discuss the warning signs (hyperinflation, climate disasters, failing infrastructure) and debunk the myth of the lone survivalist. From Rome’s collapse to today’s crises, the real key to resilience? Community. We’ll explore mutual aid networks, food sovereignty, and decentralized solutions that actually work—because when systems…
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In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Adam Patinkin of David Capital for his third appearance—this time for a much-requested update on British homebuilder and regeneration specialist Vistry (RY). Adam originally laid out a bold thesis in early 2024 that Vistry’s transition to a pure-play partnerships busines…
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In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mordechai, head of Focus Capital Advisers, for his third appearance. They unpack what Mordechai calls the greatest acquisition of all time—Valeura Energy's buyout of Gulf of Thailand oil assets. The two deals, acquired at rock-bottom prices, now generate more than their …
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In this episode of the Yet Another Value Podcast Monthly Book Club, host Andrew Walker is joined by Byrne Hobart, author of The Diff newsletter, to discuss Diary of a Very Bad Year: Confessions of an Anonymous Hedge Fund Manager. The conversation explores the book’s candid insights from a hedge fund manager navigating the 2008 financial crisis. And…
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Adam Patinkin, CFA, Managing Partner at David Capital Partners, LLC, joins the podcast to discuss his thesis on Lifecore Biomedical, Inc. (NASDAQ: LFCR), a fully integrated contract development and manufacturing organization (“CDMO”). For more information about David Capital Partners, please visit: https://davidpartners.com/ Chapters: [0:00] Introd…
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What happens when a disastrous blind date collides with a zombie apocalypse—and the zombies themselves are looking for love? Steve Urena, creator of the indie comic Zombie Date Night, joins us to discuss his hilariously twisted take on romance and horror. We dive into his unique zombie mythology (where undead couples hunt in pairs), the mall-set ch…
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Chris Waller, Founder and CIO at Plural Investing, joins the podcast for the third time to discuss his thesis on Seaport Entertainment Group Inc. (NYSE American: SEG), whose focus is to deliver unparalleled experiences through a combination of restaurant, entertainment, sports, retail and hospitality offerings integrated into one-of-a-kind real est…
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In this episode of Zombie Book Club, we sit down with author Jenna Chrisphonte to discuss her groundbreaking novel Talc: A Haitian Zombie Story. Jenna reimagines zombie mythology through an authentic Haitian lens, tracing its origins to colonial exploitation and pharmaceutical manipulation. We explore how Vodou, Haitian history, and modern systems …
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Welcome to the March 2025 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: the market sell off, relationships with management teams - pros and cons, activism and corporate governance, and where to live Chapters: [0:00] Introduction + Episode spon…
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Jordan McNamee, Founder and CIO of Optimist Fund, joins the podcast to share his thesis on ThredUp Inc. (Nasdaq: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and accessories. For more information about Optimist Fund, please visit: https://www.optimistfund.com/ Chapters: [0:00] Introduction + Episode sponsor: Dal…
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The flu has knocked us down this week, but it's given us a perfect lens to examine what feels like America's own viral infection – fascism. With voices raspy from illness and minds sharpened by urgency, we dive into what's happening across our country right now, and why veterans like Dan are standing up against it. This week's episode takes an unex…
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Simon Kold, Author of "On the Hunt for Great Companies" and Founder & Portfolio Manager at Kold Investments, joins the podcast to discuss what makes a great company based on his research and writing of his new book, "On the Hunt for Great Companies." You can buy your copy of Simon's new book, "On the Hunt for Great Companies" here: https://www.amaz…
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Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss the 2024 Berkshire Annual Letter. You can buy your copy of Alex's new book, "Buffett and Munger Unscripted" here: hhttps://amzn.to/4asUWNi Chapters: [0:00] Introduction + Episode sponsor: Fintool [2:40] Alex's initial…
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Join us as we sit down with Gerard Clarke, author of the debut novel The End. This sweeping zombie apocalypse epic takes readers on a years-long journey through survival, moral dilemmas, and the resilience of humanity. From the fall of civilization to the rise of new communities, Clarke’s novel explores what it means to rebuild when everything fami…
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Welcome to the latest edition of Yet Another Value Podcast's Book Club. Once a month, Andrew and co-host, Byrne Hobart, will discuss their thoughts on the book, "Advanced Portfolio Management: A Quant's Guide for Fundamental Investors" by Giuseppe A. Paleologo. See Byrne's writing at: https://www.thediff.co/ "Advanced Portfolio Management: A Quant'…
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In this episode of Zombie Book Club, we explore the eerie parallels between zombie fiction and the realities of navigating life under growing fascism. Join Dan and Leah as they discuss practical coping strategies, the power of storytelling, and the importance of community-building in turbulent times. From grassroots activism to creative resilience,…
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Welcome to the February 2025 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: Libra and Argentina, some things you've learned that changed your mind recently, lucky or unlucky stocks and doing hands-on research and personal experience. Chapters: …
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Sahm Adrangi, Chief Investment Officer at Kerrisdale Capital, joins the podcast to share his thesis on ACM Research, Inc. (NASDAQ: ACMR), develops, manufactures and sells semiconductor process equipment spanning cleaning, electroplating, stress-free polishing, vertical furnace processes, track, PECVD, and wafer- and panel-level packaging tools, ena…
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In this episode, we delve into the world of "Zombie: Survival Infection" with its creator, James S. Cole. James shares insights into the game's unique mechanics, the upcoming expansion "Mortal Reckoning," and his creative journey from childhood inspiration to game designer. We discuss the balance of strategy and morality in the game, the challenges…
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In today's episode of the Yet Another Value Podcast, Host, Andrew Walker, shares his thesis and presentation on Sage Therapeutics, Inc. (NASDAQ: SAGE), a biopharmaceutical company committed to pioneering solutions to deliver life-changing brain health medicines, so every person can thrive. For more information and to subscribe to the Yet Another Va…
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Shaul Rosten, Equity Analyst, Global Value at Redwheel, joins the podcast to share his thesis on Ayvens ($AYV.PA), a provider of full-service leasing, flexible subscription services, fleet management and multi-mobility solutions to large international corporates, SMEs, professionals and private individuals. For more information about Redwheel, plea…
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Join the Zombie Book Club as we dive into the haunting and thought-provoking world of Nailah King, author and founder of The Content Witches. In this episode, Nailah shares her journey of writing stories centered on haunted women pushed to the brink, blending supernatural elements with powerful narratives about identity, survival, and societal chal…
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Marc Chalfin, CIO, Founder & Portfolio Manager, and Jay Upadhyay, Senior Research Analyst, at Windward Management LP, join the podcast to share their thesis on Groupon (NASDAQ: GRPN). For more information about Windward Management LP, please visit:https://www.windwardmg.com/ Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:16] What is Gr…
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Jeremie Eliahou Ontiveros, Technology Analyst at SemiAnalysis, joins the podcast to share his thoughts on the supply/demand dynamics of AI and data centers. For more information about SemiAnalysis, please visit:https://semianalysis.com/ Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:22] Supply and demand dynamics of AI; perspective on …
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The socio-political landscape today is a turbulent sea, and we're navigating through it with a critical lens, dissecting the power wielded by influential figures like Elon Musk and Donald Trump. What parallels can we draw between our dystopian fears and the historical realities of Western imperialism? This episode challenges listeners to reflect on…
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Shomik Ghosh, Partner at Boldstart Ventures, joins the podcast for the second time to discuss his thesis on Kelly Partners (ASX: KPG / OTCQX: KPGHF), a specialist chartered accounting network established in 2006 to provide a better service to private clients, private businesses & their owners, and families. For more information about Shomik Ghosh a…
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Aaron Chan, Founder and Managing Partner at Recurve Capital LLC, joins the podcast to discuss his thesis on Carvana Co. (NYSE: CVNA), the leading e-commerce platform for buying and selling used cars. For more information about Aaron Chan and Recurve Capital, please visit: https://recurvecap.com/ Carvana - Recurve’s Response to Hindenburg’s Short At…
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Yaron Naymark, Founder of 1 Main Capital, is back for the fifth time on the podcast to provide an update on his thesis for International Workplace Group plc (LSE: IWG), and how he overcomes the general investor skepticism associated with the company. For more information about Yaron Naymark and 1 Main Capital, please visit: https://www.1maincapital…
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Join us for a thrilling episode of the Zombie Book Club as we welcome back the brilliant Laurie Calcaterra, creator of the spaghetti western undead apocalypse series, Path of the Pale Rider. We dive deep into Issue 5, exploring the mysteries of Dwayne Fink’s revelations, Jude’s journey, and the eerie parallels between Laurie’s apocalyptic world and…
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In this episode of the Zombie Book Club, hosts Dan and Leah sit down with Z. Martin Brown, author of the tech-zombie thriller The Non-Essentials. They delve into the novel's unique take on zombie lore, discussing themes of fear, survival, and societal absurdities. Zach shares insights from his diverse experiences in the film industry, small busines…
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Rory Wallace, Chief Investment Officer at Outerbridge Capital, joins the podcast to discuss his thesis on Allot Ltd. (NASDAQ: ALLT), a leading global provider of innovative network intelligence and security solutions for service providers and enterprises worldwide. For more information about Rory Wallace and Outbridge Capital, please visit: https:/…
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Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss his first book, "Buffett and Munger Unscripted." You can buy your copy of Alex's new book, "Buffett and Munger Unscripted" here: https://amzn.to/4asUWNi Chapters: [0:00] Introduction + Episode sponsor: Fintool [3:03] …
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Would vegans survive and even thrive in a zombie apocalypse? In this lively episode of the Zombie Book Club, we dive into this thought-provoking question with special guest Jo Salazar, author of the gripping novel The Dead Weight. Together, we explore the practicalities of vegan survival in a post-apocalyptic world, from foraging wild plants and mu…
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In this bonus episode, Andrew and Byrne Hobart from The Diff discuss the 2008 book More Than a Numbers GameSee Byrne's writing at: https://www.thediff.co/More Than a Numbers Game on amazon: https://amzn.to/4ajREfe See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer…
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In this episode of the Zombie Book Club, we are joined by acclaimed author Sylvester Barzey to discuss his latest novel, Dead Soil. Set against the backdrop of the transatlantic slave trade, Barzey's work masterfully intertwines pirate adventures with zombie horror, delving into themes of resilience, power dynamics, and historical injustices. The c…
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