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.”
This podcast is sponsored by AlphaSense.
Friend of the podcast Doug O’Laughlin will be coming back on the podcast this Friday to talk all things semiconducters and corporate governance. You should listen! Why? Because not only is Doug a wealth of knowledge, but he also pitched the single best YAVP pitch of all time (podcast #166 on APP).
Interested in hearing more of Doug? Check out his AlphaSense webinar “Decoding the AI Infrastructure Ecosystem,” which goes live October 28th and you can pre-register for here.
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Disclaimer: Nothing on this podcast or on this blog is investing or financial advice; please see our full disclaimer here. The transcript below is from a third party transcription service; it’s entirely possible there are some errors in the transcript.
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