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Everything the podcasts said · one show
Yet Another Value Podcast
≈ 2–3 a week
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Andrew Walker single-stock deep dives with fund managers.

In the last 30 days, Yet Another Value Podcast produced 55 attributed ideas; most-discussed: FOUR, TPB, NFLX.

8
Ideas · 7d
55
Ideas · 30d
485
Ideas · all time
70
Episodes
Names this show discusses most
30D
FOUR · 19TPB · 14LEN · 2SBUX · 1CMG · 1FICO · 1IMAX · 1NFLX · 1
90D
FOUR · 19TPB · 14NFLX · 3SPOT · 3LEN · 2SBUX · 1CMG · 1FICO · 1

Theses first heard here · 10

AI commoditization threat to banking profitsFIRST HEARD 17 AUG
UK equities trade at severe private-equity discountsFIRST HEARD 27 JUL
SaaS sell-off overblown on AI disruption fearsFIRST HEARD 23 APR · CRM
Micron's earnings surge outpaces its soaring stockFIRST HEARD 6 APR · MU
Oil & gas investment cycle poised for reboundFIRST HEARD 23 MAR
Latest attributed ideas · most recent first
14 OCT5D AGOOctober 2026 Random Ramblings
AI as a tangential value unlock for legacy assets
Open in Zortix →
14 OCT5D AGOOctober 2026 Random Ramblings
Starbucks-Chipotle merger driven by one CEO
SBUXOpen in Zortix →
14 OCT5D AGOOctober 2026 Random Ramblings
Monopoly pricing power invites unexpected competition
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDEFICOOpen in Zortix →
14 OCT5D AGOOctober 2026 Random Ramblings
Index gains mask broad market despondency
Open in Zortix →
14 OCT5D AGOOctober 2026 Random Ramblings
Microdramas as unexpected competition for Netflix
FLIPPEDCHANGED ITS VIEW SINCE SEPTEMBERNFLXOpen in Zortix →
14 OCT5D AGOOctober 2026 Random Ramblings
Russell's 'flaw' helped dodge AI bubble pops
ORIGINAL IDEAFIRST ON SMCI IN 30 DAYSSMCIOpen in Zortix →
14 OCT5D AGOOctober 2026 Random Ramblings
SOLS merger pullback as management test
SOLSOpen in Zortix →
14 OCT5D AGOOctober 2026 Random Ramblings
Homebuilders' land banks as an AI windfall trade
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDELENOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Nicotine pouches as the new tobacco
Open in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
TPB as the third player in US pouches
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
US C-store channel limits brand proliferation
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Path to $1,000 stock by 2030
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
PMTA rules shut door on VC-backed upstarts
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Legacy business valued at $35-45 per share
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Slotting fees to decline as contracts annualize
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Domestic manufacturing as a major cost catalyst
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
New CEO under the gun, a show-me story
TPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Alp's success tied to rebel archetype, not just Tucker
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
FRE's marketing spend lacks ROI, identity
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Domestic production a major EBITDA catalyst
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Legacy business provides valuation floor
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
ATM raise likely for Alp stake consolidation
TPBOpen in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
C-store economics favor pouch expansion
Open in Zortix →
1 OCT3W AGO$TPB: can Turning Point Brands be the third player in nicotine pouches?
Energy drinks parallel for pouch marketing
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
25 SEP3W AGOSeptember 2026 Random Ramblings
Overconfidence as a common trait among greats
Open in Zortix →
25 SEP3W AGOSeptember 2026 Random Ramblings
Market fragility from engineered stability
Open in Zortix →
25 SEP3W AGOSeptember 2026 Random Ramblings
Interest rate gravity's lagged effect on stocks
Open in Zortix →
25 SEP3W AGOSeptember 2026 Random Ramblings
Vanishing long bear markets and crashes
Open in Zortix →
25 SEP3W AGOSeptember 2026 Random Ramblings
Higher rates compress merger arb spreads
Open in Zortix →
25 SEP3W AGOSeptember 2026 Random Ramblings
Natural evolution away from mentors
Open in Zortix →
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION