Yet Another Value Podcast

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November 2025 Random Ramblings

Host Andrew Walker delivers his November ramblings with four key themes. He kicks things off with a story about craps in Vegas to illustrate how early wins in investing can falsely reinforce flawed strategies. Andrew also explores the mental traps of buying stocks he initially ...

. 29min 23sec

Shining a light on Golden Entertainment's "wealth transfer" $GDEN

On the heels of sending an open letter to the Golden Entertainment's (GDEN; disclosure: long) board, host Andrew Walker dives deeper into Golden's take private deal and why he believes it transfers ~$300m of value from minority shareholders to insiders.Open letter to GDEN board: ... Show more

. 25min 34sec

Chadd Garcia breaks down WaterBridge's post-IPO value creation story $WBI

Chadd Garcia joins the five timers club and talks about his investment thesis for WaterBridge (WBI). WaterBridge is a recent IPO that manages water from oil drilling, largely in the Permian Basin. Chadd's spent a lot of time on oil services and infrastructure, and he breaks down ... Show more

. 55min 47sec

Gymkhana Partners' Andrei Stetsenko on Maharashtra Scooters and Indian Holdcos

Andrei Stetsenko from Gymkhana Partners explores the investment case for Indian holdcos in general and Maharashtra Scooters in particular. Andrei outlines why he isn't just looking for a discount to NAV; he talks about how he breaks down the underlying NAV and incentives of the k ... Show more

. 55min 24sec

All things AI, Power, and Corporate Governance with SemiAnalysis's Doug O'Laughlin

Doug O’Loughlin of Fabricated Knowledge and SemiAnalysis returns to the podcast in to dive into all things AI, Power, and Corporate Governance. On the AI side, they discuss where we are in the cycle, if AI is a bubble, and what will drive the next leg of growth. On the corporate ... Show more

. 1h 0min