Best WBI Podcasts (2026)

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December 2025 Random Ramblings 30:07

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22m ago30:07

30:07

Host Andrew Walker delivers his monthly random ramblings for December 2025, reflecting on a decade of "professional public-market investing". Andrew shares a developing thesis on why markets are becoming increasingly strange, drawing parallels to evolution in sports, chess, and technology. He examines how efficiency, quant strategies, leverage, and…

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UK Homebuilders with Christian Olesen from Olesen Value Fund 50:59

3d ago50:59

50:59

Christian Olesen of Olesen Value Funds discusses the opportunities in UK homebuilders. The discussion centers on why the UK equity market remains deeply out of favor and how this pessimism has created compelling value in residential developers. Christian outlines the cyclical dynamics driving depressed demand, explains why Bellway stands out among …

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$NATL and the sunset of ATMs with Undervalued and Undercovered's Hugo Navarro 58:47

1h ago58:47

58:47

Hugo Navarro of Undervalued and Undercovered discusses NCR Atlas (NATL), a company operating at the intersection of legacy cash infrastructure and modern outsourcing economics. The conversation centers on whether ATMs represent a declining business or a misunderstood opportunity, unpacking NCR Atlas’s valuation, free cash flow profile, and competit…

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Investing in growth tech with Lead Edge Capital's Evan Skorpen 1:11:37

3d ago1:11:37

1:11:37

A wide-ranging conversation with Lead Edge Capital's Evan Skorpen talking about applying a concentrated, long-term strategy to growth tech investing. Key topics include capital allocation, executive incentives, and investing in "air pockets." [00:00:00] Podcast and guest introduction [00:02:59] Lead Edge strategy overview [00:07:16] AI’s impact on …

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The Fairfax Way with David Thomas $FFH.TO 59:05

9d ago59:05

59:05

David Thomas, author of The Fairfax Way (amazon link: https://amzn.to/4adQ7JS), comes on the podcast for a wide-ranging podcast on Fairfax, including the company's origins, macro wins, missteps in insurance, and what the future looks like for Fairfax as Prem approaches his 80s. __________________________________________________________ [00:00:00] A…

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November 2025 Random Ramblings 29:23

1M ago29:23

29:23

Host Andrew Walker delivers his November ramblings with four key themes. He kicks things off with a story about craps in Vegas to illustrate how early wins in investing can falsely reinforce flawed strategies. Andrew also explores the mental traps of buying stocks he initially passed on, offers cautious commentary on shorting the so-called "AI bubb…

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Shining a light on Golden Entertainment's "wealth transfer" $GDEN 25:34

2M ago25:34

25:34

On the heels of sending an open letter to the Golden Entertainment's (GDEN; disclosure: long) board, host Andrew Walker dives deeper into Golden's take private deal and why he believes it transfers ~$300m of value from minority shareholders to insiders. Open letter to GDEN board: https://www.yetanothervalueblog.com/p/an-open-letter-to-the-golden-en…

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Chadd Garcia breaks down WaterBridge's post-IPO value creation story $WBI 55:47

2M ago55:47

55:47

Chadd Garcia joins the five timers club and talks about his investment thesis for WaterBridge (WBI). WaterBridge is a recent IPO that manages water from oil drilling, largely in the Permian Basin. Chadd's spent a lot of time on oil services and infrastructure, and he breaks down how this investment relates to prior investments in LandBridge, Texas …

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Gymkhana Partners' Andrei Stetsenko on Maharashtra Scooters and Indian Holdcos 55:24

2M ago55:24

55:24

Andrei Stetsenko from Gymkhana Partners explores the investment case for Indian holdcos in general and Maharashtra Scooters in particular. Andrei outlines why he isn't just looking for a discount to NAV; he talks about how he breaks down the underlying NAV and incentives of the key players when assessing an Indian holdco, and how he believes the co…

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All things AI, Power, and Corporate Governance with SemiAnalysis's Doug O'Laughlin 1:00:52

2M ago1:00:52

1:00:52

Doug O’Loughlin of Fabricated Knowledge and SemiAnalysis returns to the podcast in to dive into all things AI, Power, and Corporate Governance. On the AI side, they discuss where we are in the cycle, if AI is a bubble, and what will drive the next leg of growth. On the corporate governance side, they discuss using signals like off-cycle PSU grants …

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October 2025 Random Ramblings 27:22

2M ago27:22

27:22

In this month’s episode of Yet Another Value Podcast, host Andrew Walker reflects on key investing themes from October 2025. He probes Warren Buffett’s late-stage performance, introducing a concept called “risk riding” and considers the unseen risks that may have shaped Buffett’s recent success. Andrew also critiques excessive investor relations sp…

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Marathon Partners' Mario Cibelli updates the Remitly Thesis $RELY 58:51

2M ago58:51

58:51

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mario Cibelli of Marathon Partners for his fifth appearance. This time, they revisit Remitly (RELY), a name Mario originally pitched a year ago on podcast #266. The stock has seen ups and downs since, prompting a fresh look at its fundamentals, growth trajectory, and com…

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Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT 57:32

2M ago57:32

57:32

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Zack Buckley of Buckley Capital Partners to discuss Basic-Fit, Europe’s largest gym chain. Zack shares why the market has been overly pessimistic on the name, despite long-term growth potential. They break down what went wrong post-2020, unit economics, and whether Basic…

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Unlocking Jardine Matheson's holdco value with Cayucos Capital's Dom St George 43:38

3M ago43:38

43:38

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John Malone's Memoirs: Born to be Wired book club 1:02:16

3M ago1:02:16

1:02:16

In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Byrne Hobart from The Diff for the monthly book club. They discuss Born to Be Wired, the newly released memoir of John Malone. The conversation explores Malone’s strategic mastery, his historical and modern media investments, thoughts on taxation, and media regulation. An…

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Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH 55:21

3M ago55:21

55:21

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Steve Gorelik from Firebird Management for a deep dive into Molina Healthcare (ticker: MOH). Together, they explore the sharp drop in Molina's stock despite its long-standing compounder reputation. Steve outlines how Molina operates as a low-cost Medicaid-focused managed…

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September 2025 Random Ramblings 34:27

3M ago34:27

34:27

In this monthly solo episode of Yet Another Value Podcast, host Andrew Walker tackles four wide-ranging themes: Trump’s suggestion to change SEC reporting from quarterly to semi-annual filings, Elon Musk’s astonishing $1B open market Tesla buy, the potential for alpha from structural market changes, and the fine line between improvement and mindles…

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Shomik Ghosh's $CWAN bull thesis 53:32

3M ago53:32

53:32

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes returning guest Shomik Ghosh for a deep dive into Clearwater Analytics (C-WAN). Known for his detailed research, Shomik breaks down C-WAN’s business model, recent acquisitions, valuation metrics, and long-term growth outlook. They explore how Clearwater’s sticky, cloud-native…

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Artem Fokin on Improving with AI and Expert Calls 1:02:12

4M ago1:02:12

1:02:12

In this episode of Yet Another Value Podcast, Andrew Walker teams up again with Artem Fokin, head of Caro-Kann Capital, for a deep dive into research tools reshaping modern investing. Originally recorded as a webinar for AlphaSense, they explore how AI and expert call libraries have revolutionized solo and institutional investor workflows. Artem sh…

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Sophon Capital's Thunderbird Entertainment Thesis $TBRD 57:32

4M ago57:32

57:32

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Franco Chomonalez from Sophon Capital to analyze Thunderbird Entertainment (TBRD). Franco shares why the microcap Canadian animation and media company—trading at just 1.6x EBITDA—fits Sophon’s investment criteria. They discuss Thunderbird’s three revenue models, its role a…

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Yummy Century Egg's Guowei Zhang Echostar follow up $SATS 1:00:06

4M ago1:00:06

1:00:06

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Wei from Yummy Century Stocks for a follow-up on EchoStar/Sats. They analyze the surprise $23 billion spectrum deal with AT&T, what it means for the rest of the spectrum portfolio, and whether liquidation or a new satellite venture is next. The discussion touches on cabl…

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Railroader (August 2025 fintwit book club) 58:46

4M ago58:46

58:46

In this episode of Yet Another Value Podcast Book Club, host Andrew Walker and co-host Byrne Hobart of The Diff discuss Railroader, the biography of Hunter Harrison—one of the most transformative figures in modern railroading. They explore Harrison’s management style, capital discipline, and the precision scheduled railroading model he pioneered. T…

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How to get a job in investing 36:22

4M ago36:22

36:22

In this episode of Yet Another Value Podcast, host Andrew Walker steps away from traditional investing talk to offer a focused career guide for young professionals. Aimed at college students, MBA candidates, or early-career professionals seeking entry into public market investing, Andrew shares practical advice on everything from earning credibilit…

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Guinea Value's Jingshu Zhang on $EDU 50:08

4M ago50:08

50:08

In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Jingshu from Guinea Value to discuss New Oriental Education (ticker: EDU), a Chinese education services firm. They explore the company’s dramatic fall in 2021 following regulatory crackdowns, its surprising rebound, and its resilience in the face of industry headwinds. Ji…

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Perfecting the Investing Craft with Caro-Kann’s Artem Fokin 1:26:12

5M ago1:26:12

1:26:12

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back recurring guest Artem Fokin for a wide-ranging discussion on perfecting the craft of investing. Skipping individual stock pitches, they explore long-term process improvements, the role of AI in research, and how expert calls have changed their approach. Artem and Andrew …

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August 2025 Random Ramblings 30:44

5M ago30:44

30:44

In this August 2025 edition of Yet Another Value Podcast, host Andrew Walker returns with his signature monthly ramblings. Andrew unpacks the strange dynamics in today’s bifurcated market — where AI giants soar while traditional sectors flounder. He explores whether buybacks post-earnings miss signal strength or delusion, muses on “hot girl marketi…

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SemiAnalysis' Jeremie Eliahou Ontiveros on all things datacenter / power 1:00:18

5M ago1:00:18

1:00:18

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes Jeremie from SemiAnalysis for a deep exploration into the surging demand for power infrastructure driven by AI. Jeremie breaks down the evolving trends in onsite gas turbines, the shift from diesel generators, and how data centers are racing to scale quickly. They dissect hyp…

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Old West's Brian Laks dives into metals, mining, and uranium 56:54

5M ago56:54

56:54

In this episode of the Yet Another Value Podcast, host Andrew Walker welcomes back Brian Laks of Old West Management for his third appearance on the show. Brian shares deep insights into uranium, copper, gold, and the broader metals market. They revisit Old West’s early uranium thesis and how it has evolved, assess copper’s growing strategic import…

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Hidden Gems' Chris Waller Judges Scientific Thesis 52:07

5M ago52:07

52:07

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Chris Waller, founder of Hidden Gems Investing, for his third appearance. Chris shares his deep research into Judges Scientific, a UK-listed serial acquirer of niche scientific instrument businesses. The discussion covers Judges’ disciplined acquisition strategy, histori…

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Anek Capital's Orel Levy's Cellebrite Thesis $CLBT 1:00:21

5M ago1:00:21

1:00:21

In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Orel Levy of Anek Capital to discuss Cellebrite (ticker: CLBT). The conversation explores Cellebrite’s digital forensics tools, from cracking phones to managing and analyzing data. Orel provides a comprehensive overview of Cellebrite's business model, competitive position…

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Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025) 59:46

5M ago59:46

59:46

In this episode of Yet Another Value Podcast Book Club, host Andrew Walker is joined by Byrne Hobart of The Diff to explore Softwar, the 2003 biography of Oracle co-founder Larry Ellison. Together, they dissect the contradictions of Ellison's public and private personas, Oracle's aggressive sales culture, and the book's surprisingly prescient predi…

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Kingdom Capital's David Bastian on United Natural Foods $UNFI 59:18

5M ago59:18

59:18

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back David Bastian of Kingdom Capital to analyze United Natural Foods Inc. (UNFI), a grocery distributor at the center of a complex turnaround story. They examine UNFI’s legacy issues, including its troubled SuperValu merger, the fallout from over-earning during COVID, and a …

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Random Ramblings July 2025 27:06

6M ago27:06

27:06

In this July 2025 episode of Yet Another Value Podcast, host Andrew Walker shares his latest market reflections. He opens with sharp takes on the speculative surge in crypto-linked equities and questions about hidden leverage. Andrew dissects the potential rise of a new SPAC bubble and lays out a hedge strategy using SPACs at trust value. He then t…

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Midyear 2025 podcast ideas updates 33:01

6M ago33:01

33:01

In this solo update, host Andrew Walker revisits his three 2025 stock ideas (disclosure: long all three!): Sage Therapeutics (SAGE), Keros Therapeutics (KROS), and Full House Resorts (FLL). He breaks down Sage’s acquisition by SUPN and the chance of a higher bid from Biogen, discusses Keros’ announced capital return, and digs into why Full House Re…

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How Countries Go Broke (June 2025 Fintwit Book Club) 1:06:40

6M ago1:06:40

1:06:40

In this monthly book club edition of Yet Another Value Podcast, host Andrew Walker is joined by Byrne Hobart of The Diff and Capital Gains to unpack Ray Dalio’s latest book, How Countries Go Broke: The Big Cycle. The pair probe Dalio’s sweeping macroeconomic theories, debt cycles, historical analogies, and technology’s role in shaping the future. T…

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Yummy Century Egg's Guowei Zhang on Echostar $SATS 1:11:15

6M ago1:11:15

1:11:15

In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Guowei from the substack "Yummy Century Stocks" for an extensive discussion on EchoStar (SATS). They dig into the company’s complex structure, diving deep into its failing satellite and pay TV segments, and the potential trapped value in its wireless spectrum assets. The …

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Rhizome Partner's Bill Chen's post-NAREIT takeaways 1:16:42

7M ago1:16:42

1:16:42

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Bill Chen of Rhizome Partners, one of the platform's most popular and deeply knowledgeable guests in real estate investing. Fresh from attending NAREIT, Bill unpacks trends across the public and private real estate sectors, offering a unique vantage on REIT performance, …

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Findell Capital's Brian Finn on Oportun $OPRT 45:48

7M ago45:48

45:48

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Brian Finn of Findell Capital for his fourth appearance. Brian, owning approximately 10% of Oportun Financial (OPRT), discusses his ongoing proxy battle to reform the company’s board. He explains how Oportun’s shift from a focused lender to an unfocused “fintech empire” …

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Recurve Capital's Aaron Chan on Cogent $CCOI 1:26:00

7M ago1:26:00

1:26:00

In this episode of Yet Another Value Podcast, host Andrew Walker returns with Aaron Chan from Recurve Capital to explore Cogent Communications (CCOI). Aaron breaks down the legacy internet business, the Sprint wireline acquisition, and the complex financial transformation underway. The conversation highlights CEO Dave Schaeffer’s strategic vision, …

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Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC 54:34

7M ago54:34

54:34

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Ben Kelleran of Kontrarian Korner to discuss Sable Offshore, a company attempting to revive the Santa Ynez oil unit off the California coast. They explore the high-stakes nature of this investment, dissect the complex legal battles with California regulators, and assess th…

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The Snowball (May 2025 Fintwit Book Club) 1:15:15

7M ago1:15:15

1:15:15

In this edition of the Yet Another Value Podcast Book Club, host Andrew Walker reunites with Byrne Hobart of The Diff to revisit The Snowball, Alice Schroeder’s biography of Warren Buffett. Triggered by Buffett’s recent retirement, the two reflect on how their views have evolved since first reading the book in their 20s. They unpack Buffett’s compl…

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Muddy Waters' Darren McLean on investing in the mining sector 55:26

7M ago55:26

55:26

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Darren McLean of Muddy Waters about investing in the mining sector. Darren shares how informational edges and a deep understanding of data can yield outsized returns in a space often overlooked by generalists. They discuss the inefficiencies in mining markets, the value of…

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Fintool's Nicolas Bustamante on using AI to improve in investing 1:08:24

7M ago1:08:24

1:08:24

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Nic Bustamante, founder of FinTool, an AI-powered platform designed for equity analysts and investors. They probe how AI is transforming investment workflows, from memo creation to screening and qualitative analysis. Nic shares examples of institutional adoption, discusses…

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Pitch the PM's Doug Garber on $TUSK's mammoth cash balance 51:56

7M ago51:56

51:56

In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Doug Garber, founder of the Pitch the PM podcast, to dissect Mammoth Energy (TUSK). They explore TUSK's mammoth (pun intended) cash holdings relative to its market cap, past challenges including fracking and Puerto Rico operations, and the implications of recent asset sal…

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Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital 34:11

8M ago34:11

34:11

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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Pershing Square Challenge 2025 winners on Carlisle $CSL 1:03:49

8M ago1:03:49

1:03:49

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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Random Ramblings May 2025 35:18

8M ago35:18

35:18

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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Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA 1:24:30

8M ago1:24:30

1:24:30

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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Clashing Over Commerce (Fintwit Book Club April 2025) 1:00:47

8M ago1:00:47

1:00:47

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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AI in Investing with Daloopa's founder Thomas Li 1:05:59

8M ago1:05:59

1:05:59

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…