Yet Another Value Blog

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing. Who am I? I’m Andrew Walker, a portfolio manager at Rangeley Capital and the host of Yet Another Value podcast (available on Spotify, iTunes, YouTube, or most other podcast platforms).

Articles: 108

Yet Another Value Blog

30 Apr 2025, 14:15

AI in Investing with Daloopa's founder Thomas Li (podcast #308)

Finance

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.

Yet Another Value Blog

28 Apr 2025, 14:12

Finance

Before we get to the updates- first, thank you so much for subscribing to the premium site!

Yet Another Value Blog

21 Apr 2025, 13:55

Weekend thoughts: this time IS different for busted biopharm, part 4 (a firmer call to action)

Finance

This post is part 4 in my series on busted biotechs.

Yet Another Value Blog

17 Apr 2025, 14:44

Weekend thoughts: this time IS different for busted biopharm, part 3 (a tale of two busted bios and $TSVT proxy review)

Finance

This post is part 3 in my series on busted biotechs.

Yet Another Value Blog

16 Apr 2025, 14:17

Why hasn't AI made me a better investor?

Finance

There's a semi-famous story about why David Tepper named his fund Appaloosa; he did it because "Information used to be sent out from the brokerage firms by faxes, so if you were at the beginning of the alphabet, you got it 15 minutes faster."

Yet Another Value Blog

15 Apr 2025, 12:06

Random Ramblings April 2025 (podcast #307)

Finance

In this month's episode of Yet Another Value Podcast, host Andrew Walker goes solo with his April Ramble, recorded just before a whirlwind travel schedule kicks off.

Yet Another Value Blog

14 Apr 2025, 13:21

Weekend thoughts: this time IS different for busted biopharm, part 2 (this time is better and a call to action)

Finance

This post is part 2 in my series on busted biotechs.

Yet Another Value Blog

09 Apr 2025, 16:04

Avoiding the Zombie Biopharm trap at Keros $KROS (podcast #306)

Finance

In this episode of Yet Another Value Podcast, host Andrew Walker returns for a solo discussion on his Keros Therapeutics (KROS) thesis. KROS is a biotech navigating a dramatic fall from grace. Once buoyed by hopes for its leading drug Cybo (KER-012), KROS is now reeling from halted trials and a steep drop in share price. Andrew lays out the case for why this company, despite setbacks, may still hold considerable value. He explores KROS's licensing deal with Takeda, their significant cash reserves, and quest...

Yet Another Value Blog

08 Apr 2025, 17:10

Finance

My lord what a few weeks.

Yet Another Value Blog

08 Apr 2025, 13:21

Windward's Marc Chalfin Turtle Beach Thesis $TBCH (episode #305)

Finance

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Marc Chalfin of Windward Capital to discuss Turtle Beach.

Yet Another Value Blog

05 Apr 2025, 11:56

David Capital's Adam Patinkin Updates the Vistry Thesis $VTY (podcast #304)

Finance

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Adam Patinkin of David Capital for his third appearance—this time for a much-requested update on British homebuilder and regeneration specialist Vistry (RY).

Yet Another Value Blog

02 Apr 2025, 14:51

Focus Capital Advisor's Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy) (episode #303)

Finance

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mordechai, head of Focus Capital Advisors, for his third appearance.

Yet Another Value Blog

01 Apr 2025, 16:56

March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff (podcast #302)

Finance

In this episode of the Yet Another Value Podcast Monthly Book Club, host Andrew Walker is joined by Byrne Hobart, author of The Diff newsletter, to discuss Diary of a Very Bad Year: Confessions of an Anonymous Hedge Fund Manager

Yet Another Value Blog

01 Apr 2025, 12:43

Weekend thoughts: this time IS different for busted biopharm, part 1 (history, hypotheticals, and examples)

Finance

Q1 is (almost) in the books.

Yet Another Value Blog

31 Mar 2025, 16:12

Finance

My monthly overview (Monthly recurring piece)

Yet Another Value Blog

31 Mar 2025, 13:52

David Capital Partners' Adam Patinkin on how Lifecore's CDMO business $LFCR (podcast #301)

Finance

Adam Patinkin, CFA, Managing Partner at David Capital Partners, LLC, joins the podcast to discuss his thesis on Lifecore Biomedical, Inc.

Yet Another Value Blog

30 Mar 2025, 18:09

Finance

Before we get to the updates- first, thank you so much for subscribing to the premium site!

Yet Another Value Blog

24 Mar 2025, 17:30

Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG (podcast #300)

Finance

Chris Waller, Founder and CIO at Plural Investing, joins the podcast for the third time to discuss his thesis on Seaport Entertainment Group Inc. (NYSE American: SEG), whose focus is to deliver unparalleled experiences through a combination of restaurant, entertainment, sports, retail and hospitality offerings integrated into one-of-a-kind real estate that redefine entertainment and hospitality.

Yet Another Value Blog

24 Mar 2025, 13:50

Weekend thoughts: space phone wars, mobile operators words don't match their actions, and $ASTS

Finance

Q1 is (almost) in the books.

Yet Another Value Blog

21 Mar 2025, 13:44

Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov (podcast #299)

Finance

Welcome to the March 2025 edition of Andrew's Random Ramblings on the Yet Another Value Podcast.

Yet Another Value Blog

20 Mar 2025, 17:39

Another for the (premium) net cash blow up basket

Finance

I realize I'm a broken record, but my favorite space right now remains biotech trading below net cash. I've now written up four different ones: SAGE (which I did a premium write up and podcast on rec…

Yet Another Value Blog

19 Mar 2025, 15:49

Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP (podcast #298)

Finance

Jordan McNamee, Founder and CIO of Optimist Fund, joins the podcast to share his thesis on ThredUp Inc.

Yet Another Value Blog

17 Mar 2025, 18:04

Finance

With a bunch of market volatility and earnings season largely passed, I wanted to do a mid-month update on a bunch of premium names.

Yet Another Value Blog

14 Mar 2025, 15:46

Simon Kold, Author of "On the Hunt for Great Companies," on what makes a great company (podcast #297)

Finance

Simon Kold, Author of "On the Hunt for Great Companies" and Founder & Portfolio Manager at Kold Investments, joins the podcast to discuss what makes a great company based on his research and writing of his new book, "On the Hunt for Great Companies."

Yet Another Value Blog

13 Mar 2025, 13:10

"Markets in turmoil": tariffs edition and rebalancing your portfolio

Finance

Every month, I like to use CNN's fear and greed index to gauge Mr.

Yet Another Value Blog

11 Mar 2025, 12:38

Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter (podcast #296)

Finance

Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss the 2024 Berkshire Annual Letter.

Yet Another Value Blog

06 Mar 2025, 15:02

One more for the (premium) net cash basket

Finance

I realize I'm a broken record, but my favorite space right now remains biotech trading below net cash. I've written up three different ones: SAGE (which I did a premium write up and podcast on recent…