Yet Another Value Podcast

Written by: Andrew Walker
  • Summary

  • Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer
    Andrew Walker
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Episodes
  • Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter
    Mar 11 2025

    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.

    You can buy your copy of Alex's new book, "Buffett and Munger Unscripted" here: hhttps://amzn.to/4asUWNi

    Chapters:

    [0:00] Introduction + Episode sponsor: Fintool

    [2:40] Alex's initial thoughts on Berkshire's 2024 annual letter

    [4:23] Was there anything different for Alex reading the letter this year (having worked on the Buffett book and spending a lot more time studying him and Berkshire)

    [6:52] Buffett's macro take on 2024

    [9:59] Would it shock Alex if this is Buffett's last letter and/or he retires at the annual meeting

    [14:10] Capital allocation - changing strategy on the horizon

    [21:17] Discussion on $OXY

    [24:43] Buffett addressing his mistakes

    [31:08] Japanese investments

    [37:22] Results in the insurance business

    [39:27] Thoughts on Class A / Class B structure

    Today's sponsor: Fintool

    Fintool is ChatGPT for SEC Filings and earnings calls. Are you still doing keyword searches and going to the individual filing and using control F? That’s the old way of doing things before AI. With Fintool, you can ask any question and it’s going to automatically generate the best answer. So they may pull from a portion of an earnings call, or a 10k, whatever it may be and then answer your question. The best part- every portion of the answer is cited with the source document.

    Now- if you’ve tried to do any of this in ChatGPT you may know that the answers are often wrong or hallucinations. The way Fintool is able to outperform ChatGPT is their focus on the SEC filings.

    If you’re an analyst or a portfolio manager at a hedge fund, check them out at https://fintool.com?utm_source=substack&utm_campaign=yavb&utm_content=podcast280

    See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

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    48 mins
  • Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwit Book Club)
    Mar 5 2025

    Welcome to the latest edition of Yet Another Value Podcast's Book Club. Once a month, Andrew and co-host, Byrne Hobart, will discuss their thoughts on the book, "Advanced Portfolio Management: A Quant's Guide for Fundamental Investors" by Giuseppe A. Paleologo.

    See Byrne's writing at: https://www.thediff.co/

    "Advanced Portfolio Management: A Quant's Guide for Fundamental Investors" on Amazon: https://www.amazon.com/Advanced-Portfolio-Management-Fundamental-Investors/dp/1119789796

    Chapters:

    [0:00] Introduction + Episode sponsor: Fintool

    [2:24] First thoughts and overall impressions of "Advanced Portfolio Management"

    [5:54] Which pieces do you use to implement into your investing process that Byrne picked up from this book / how they implement "stop-losses"

    [19:00] It's not enough to have great ideas / "it only takes one" vs. concentrated portfolio / making good calls over time

    [29:17] Is there anything to buying things that are classified wrong in order to generate alpha?

    [32:54] How much are these factor and pod-shop models gameable

    [40:23] How much does Byrne think matching uncorrelated data is going to be taken over by AI vs. fundamental investors going forward

    [48:25] Beating the bots / final thoughts

    Today's sponsor: Fintool

    Fintool is ChatGPT for SEC Filings and earnings calls. Are you still doing keyword searches and going to the individual filing and using control F? That’s the old way of doing things before AI. With Fintool, you can ask any question and it’s going to automatically generate the best answer. So they may pull from a portion of an earnings call, or a 10k, whatever it may be and then answer your question. The best part- every portion of the answer is cited with the source document.

    Now- if you’ve tried to do any of this in ChatGPT you may know that the answers are often wrong or hallucinations. The way Fintool is able to outperform ChatGPT is their focus on the SEC filings. If you’re an analyst or a portfolio manager at a hedge fund, check them out at https://fintool.com?utm_source=substack&utm_campaign=yavb&utm_content=podcast280

    See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

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    54 mins
  • Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research
    Feb 28 2025

    Welcome to the February 2025 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: Libra and Argentina, some things you've learned that changed your mind recently, lucky or unlucky stocks and doing hands-on research and personal experience.

    Chapters:

    [0:00] Introduction + Episode sponsor: Alphasense

    [2:45] Libra and Argentina

    [7:38] Changing your mind

    [16:32] Lucky or unlucky stocks

    [18:46] Hands-on research and personal experience

    Today's sponsor: Alphasense

    If you’re unfamiliar with AlphaSense, it’s a market intelligence platform with the world’s premier library of proprietary expert insight. For years now, I’ve used Tegus for their expert call transcript library, and with AlphaSense’s acquisition, the depth and breadth of market research content available has expanded significantly.

    Why I chose AlphaSense?

    Unparalleled expert insights—access 150,000+ proprietary expert transcripts, growing by 6,000 per month, covering 24,000+ public and private companies.

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    AI-powered research at scale—complete qualitative research 5-10x faster with advanced generative AI, delivering instant, high-confidence insights.

    Start your free trial now at: https://www.alpha-sense.com/yavp/

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    29 mins

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