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October 2025 Random Ramblings
Manage episode 515381301 series 2789730
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 spending, explores a tweet on the underappreciated value of averaging up, and questions the mindset behind stocks being “cheaper today than yesterday.”
_____________________________________________________________
[00:00:00] Intro, Buffett, risk riding
[00:02:45] Returns vs risk over time
[00:06:30] Buffett aging, investment impact
[00:12:30] Investor relations overspending
[00:16:55] Gifts, wasteful IR practices
[00:21:20] Tweet on averaging up
[00:24:00] Cheaper today vs yesterday
[00:25:10] Personal update
Links:
Yet Another Value Blog - https://www.yetanothervalueblog.com
See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer
354 episodes
Manage episode 515381301 series 2789730
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 spending, explores a tweet on the underappreciated value of averaging up, and questions the mindset behind stocks being “cheaper today than yesterday.”
_____________________________________________________________
[00:00:00] Intro, Buffett, risk riding
[00:02:45] Returns vs risk over time
[00:06:30] Buffett aging, investment impact
[00:12:30] Investor relations overspending
[00:16:55] Gifts, wasteful IR practices
[00:21:20] Tweet on averaging up
[00:24:00] Cheaper today vs yesterday
[00:25:10] Personal update
Links:
Yet Another Value Blog - https://www.yetanothervalueblog.com
See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer
354 episodes
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