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November 2025 Random Ramblings
Podcast #352
Nov 14
2
1
Shining a light on Golden Entertainment's "wealth transfer" $GDEN
Podcast #351
Nov 11
7
2
Chadd Garcia breaks down WaterBridge's post-IPO value creation story $WBI
Podcast #350
Nov 9
5
2
Investing in Maharashtra Scooters and Indian Holdcos with Gymkhana Partners' Andrei Stetsenko (podcast #349)
Andrei Stetsenko from Gymkhana Partners explores the investment case for Indian holdcos in general and Maharashtra Scooters in particular.
Nov 3
4
2
October 2025
All things AI, Power, and Corporate Governance with SemiAnalysis's Doug O'Laughlin (podcast #348)
Doug O’Loughlin of Fabricated Knowledge and SemiAnalysis returns to the podcast in to dive into all things AI, Power, and Corporate Governance.
Oct 28
4
2
October 2025 Random Market Ramblings (podcast #347)
In this month’s episode of Yet Another Value Podcast, host Andrew Walker reflects on key investing themes from October 2025.
Oct 24
10
1
Mario Cibelli from Marathon Partners updates his Remitly Thesis $RELY (podcast #346)
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mario Cibelli of Marathon Partners for his fifth appearance.
Oct 20
5
1
Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT (podcast #345)
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…
Oct 13
5
1
Unlocking Jardine Matheson's holdco value with Cayucos Capital's Dom St George (podcast #344)
In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Dom St.
Oct 7
8
2
John Malone's Memoirs: Born to be Wired book club (podcast #343)
In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Byrne Hobart from The Diff for the monthly book club.
Oct 2
8
1
September 2025
Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH (podcast #342)
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Steve Gorelik from Firebird Management for a deep dive into Molina…
Sep 29
7
1
Shomik Ghosh's $CWAN bull thesis (podcast #340)
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes returning guest Shomik Ghosh for a deep dive into Clearwater Analytics…
Sep 22
5
1
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