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October 2025 Random Ramblings

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Manage episode 515381301 series 2789730
Content provided by Andrew Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

354 episodes

Artwork
iconShare
 
Manage episode 515381301 series 2789730
Content provided by Andrew Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

354 episodes

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