Educating the Next Generation of Investors in MicroCap Stocks
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MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 900+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s m ...
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The emerging world of crypto and DeFi is riddled with developer speak, unnecessary jargon, and seemingly complex solutions that leave newcomers’ heads spinning. While much of what’s been created thus far may appear to be smoke and mirrors, crypto, DeFi, blockchain technology and the like are not going away. As a TradFi transplant myself, I understand that the learning curve is steep in this nascent space and am making a concerted effort to bridge the gap by bringing in the brightest across t ...
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Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.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-dis ...
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MicroCap Investing is a Team Sport with Cameron @onecentinvest, Founder of Common Sense Investing
51:32
51:32
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51:32My guest on the show today is Cameron, Founder of Commonsense Investing and author of the Substack microcapstocks.substack.com. Cameron is a microcap investor focused on education, community, and a disciplined research process — bringing a common-sense approach to navigating this often volatile corner of the market. In our conversation, Cameron sha…
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Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital
34:11
34:11
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34:11In this episode of Yet Another Value Podcast, host Andrew Walker shares a keynote Q&A from the Showcase Vegas event with returning guest Artem Fokin of Caro-Kann Capital. Artem breaks down his concept of “superpowers” in investing—an individual’s unique edge based on comparative advantage—and how it shapes portfolio decisions. The discussion extend…
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John LaGourgue Pitches NameSilo (URL.CN) at Planet MicroCap Las Vegas 2025
10:29
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10:29The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. John (@John LaGourgue) has been a member of MicroCapClub since 2015. Join MicroCapClub https://community.microcapclub.com Follow John on X: https://x.com/lagourgue1 MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies…
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The Snowball (May 2025 Fintwit Book Club)
1:15:15
1:15:15
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1:15:15In this edition of the Yet Another Value Podcast Book Club, host Andrew Walker reunites with Byrne Hobart of The Diff to revisit The Snowball, Alice Schroeder’s biography of Warren Buffett. Triggered by Buffett’s recent retirement, the two reflect on how their views have evolved since first reading the book in their 20s. They unpack Buffett’s compl…
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Muddy Waters' Darren McLean on investing in the mining sector
55:26
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55:26In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Darren McLean of Muddy Waters about investing in the mining sector. Darren shares how informational edges and a deep understanding of data can yield outsized returns in a space often overlooked by generalists. They discuss the inefficiencies in mining markets, the value of…
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Fintool's Nicolas Bustamante on using AI to improve in investing
1:08:24
1:08:24
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1:08:24In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Nic Bustamante, founder of FinTool, an AI-powered platform designed for equity analysts and investors. They probe how AI is transforming investment workflows, from memo creation to screening and qualitative analysis. Nic shares examples of institutional adoption, discusses…
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Europe’s Hidden Gems: MicroCap Investing with Thomas Richard, CFA, Portfolio Manager at Philippe Hottinguer Gestion
49:32
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49:32My guest on the show today is Thomas Richard, CFA, Portfolio Manager at Philippe Hottinguer Gestion, based in Paris. Thomas has been diving deep into European microcaps – a market segment he describes as “so unloved and uncovered,” with unique inefficiencies and opportunities. In our conversation, Thomas lays out why Southern Europe – especially co…
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Pitch the PM's Doug Garber on $TUSK's mammoth cash balance
51:56
51:56
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51:56In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Doug Garber, founder of the Pitch the PM podcast, to dissect Mammoth Energy (TUSK). They explore TUSK's mammoth (pun intended) cash holdings relative to its market cap, past challenges including fracking and Puerto Rico operations, and the implications of recent asset sal…
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Pershing Square Challenge 2025 winners on Carlisle $CSL
1:03:49
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1:03:49In this episode of Yet Another Value Podcast, host Andrew Walker interviews the first-year Columbia MBA team who unanimously won the 18th Annual Pershing Square Challenge with their investment thesis on Carlisle Companies (CSL). The team—Tuan, Dimitry, and Erik—shares their detailed research into the commercial roofing giant, exploring its competit…
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In this May 2025 edition of Yet Another Value Podcast, host Andrew Walker shares a range of thoughts in his monthly solo ramble. He opens with macro commentary on market resilience post-"Liberation Day" and ongoing CEO uncertainty. He transitions to the role of AI in investing, using analogies from sports to explore how AI may alter investor succes…
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David Polansky Pitches Red Violet (RDVT) at Planet MicroCap Las Vegas 2025
12:25
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12:25The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. David (@shortavacado) has been a member of MicroCapClub since 2022. Join MicroCapClub https://community.microcapclub.com Go to his website: https://immersioninvest.com/ MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap compa…
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Chris Krug Pitches Exel Composites (EXL1V.HEL) at Planet MicroCap Las Vegas 2025
8:30
8:30
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8:30The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Chris (@ckrug) has been a member of MicroCapClub since 2019. Join MicroCapClub https://community.microcapclub.com Follow Chris on X: https://x.com/chcap2016 MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $5…
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Geert Campaert Pitches EVS Broadcast Equipment (EVS.BR) at Planet MicroCap Las Vegas 2025
10:28
10:28
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10:28The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Geert (@geertcampaert) has been a member of MicroCapClub since 2016. Join MicroCapClub https://community.microcapclub.com Read Geert’s blog here: https://microcapexpert.substack.com/ Follow Geert on X: https://x.com/CampaertGeert MicroCapClub is an exclusive forum…
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Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA
1:24:30
1:24:30
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1:24:30In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Cliff Sosin of CAS Investment Partners for his second appearance. Known for his concentrated, long-term investing approach, Cliff discusses the unique characteristics of Carvana's lending model, the intricacies of subprime finance, and why he believes Carvana's comeback …
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Kris Tuttle Pitches CuriosityStream (CURI) at Planet MicroCap Las Vegas 2025
9:06
9:06
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9:06The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Kris (@IPO Candy) has been a part of MicroCapClub since 2023. Join MicroCapClub https://community.microcapclub.com Go to Kris’s website here: https://www.ipocandy.com/ MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap compan…
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Andrew Rem Pitches Research Solutions (RSSS) at Planet MicroCap Las Vegas 2025
10:19
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10:19The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Andrew (@Andrew Rem) has been a member of MicroCapClub since 2019. Join MicroCapClub https://community.microcapclub.com MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global mar…
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Artem Fokin Pitches Sofwave (SOFW.TA) at Planet MicroCap Las Vegas 2025
10:29
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10:29The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Artem (@Selen) has been a member of MicroCapClub since 2016. Join MicroCapClub https://community.microcapclub.com Go to Artem’s website at: www.Caro-Kann-Capital.com MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companie…
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Simply Better Brands (SBBC.V): The Team Behind the Growth of Trubar
1:00:10
1:00:10
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1:00:10Adam Wilk has a conversation with CEO Erica Groussman and Chairman Kingsley Ward of Simply Better Brands (SBBC.V / SBBCF). This MicroCap Business Breakdowns discussion took place live on May 6th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/ Simply Better Brands (soon to be renamed Trubar Inc.) is a CPG company that incuba…
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Jeff Kowal Pitches Tantalus Systems (GRID.TO) at Planet MicroCap Las Vegas 2025
10:08
10:08
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10:08The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Jeff (@valueseeker123) has been a member of MicroCapClub since 2016. Join MicroCapClub https://community.microcapclub.com MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on global m…
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Planet MicroCap Podcast: LIVE! with Thomas Bachrach, Jason Hirschman, Whit Huguley + SPECIAL GUEST: Kevin Shea!
56:33
56:33
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56:33Today, I'm sharing with you our annual Planet MicroCap Podcast: LIVE! panel from the Planet MicroCap Showcase: VEGAS 2025 in partnership with MicroCapClub. Joining me this year are: Thomas Bachrach, PFH Capital Website: https://www.pfhcap.com/ Twitter/X: https://x.com/PFHCapital Jason Hirschman, Hudson 215 Capital Twitter/X: https://x.com/EightTrac…
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David Bastian Pitches Superior Industries (SUP) at Planet MicroCap Las Vegas 2025
9:18
9:18
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9:18The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. David (@Kingdomcapital) has been a member of MicroCapClub since 2021. Join MicroCapClub https://community.microcapclub.com You can view his website at https://www.kingdomcapitaladvisors.com/ Follow him on X https://x.com/kingdomcapadv MicroCapClub is an exclusive …
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Sebastian Krog Pitches Ascent Industries (ACNT) at Planet MicroCap Las Vegas 2025
10:56
10:56
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10:56The Planet MicroCap Showcase: VEGAS 2025 was hosted in partnership with MicroCapClub. Sebastian (@cinche61) has been a member of MicroCapClub since 2021. Join MicroCapClub https://community.microcapclub.com You can read his writings on his Substack https://treasure-hunting.co Follow him on X https://x.com/SebKrog MicroCapClub is an exclusive forum …
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Clashing Over Commerce (Fintwit Book Club April 2025)
1:00:47
1:00:47
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1:00:47In this episode of the Yet Another Value Podcast FinTwit Book Club, Andrew Walker is joined by Byrne Hobart of The Diff to discuss Clashing Over Commerce, a sweeping political and economic history of U.S. trade policy. Against the backdrop of current debates on tariffs, they explore how deeply tariffs shaped American politics, the surprising econom…
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AI in Investing with Daloopa's founder Thomas Li
1:05:59
1:05:59
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1:05:59In 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. They explore real-world applications across hedge funds and investment banks, highlighting both the promise and current limitations o…
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SANUWAVE Health (SNWV): A Disruptive Razor-Blade Medical Device Company Growing 50%
1:06:25
1:06:25
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1:06:25Sebastian Krog joins Adam Wilk to have a conversation with Morgan Frank, CEO of SANUWAVE Health (SNWV). This MicroCap Business Breakdowns discussion took place live on April 16th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/ Sanuwave is a medical device company that markets UltraMIST, a low frequency, non-contact, non the…
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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. He opens with an update on KROS, a position he's long, discussing the company’s surprising move to evaluate strategic alternatives and what it reveals about investor skepticism in the …
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Avoiding the Zombie Biopharm trap at Keros $KROS
34:47
34:47
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34:47In this episode of Yet Another Value Podcast, host Andrew Walker returns for a solo discussion on Keros Therapeutics (KROS), a biotech firm 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 com…
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Windward's Marc Chalfin Turtle Beach Thesis $TBCH
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45:45In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Marc Chalfin of Windward Capital to discuss Turtle Beach. Known for its gaming headsets and peripherals, Turtle Beach is at the center of a compelling capital allocation story. Marc outlines why the company’s recent PDP acquisition, aggressive buyback strategy, and posit…
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David Capital's Adam Patinkin Updates the Vistry Thesis $VTY
1:00:55
1:00:55
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1:00:55In 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). Adam originally laid out a bold thesis in early 2024 that Vistry’s transition to a pure-play partnerships busines…
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Laird Superfood (LSF): A Better-For-You CPG Pioneer
1:18:59
1:18:59
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1:18:59Olivier Colombo joins Adam Wilk to have a conversation with CEO Jason Vieth and CFO Anya Hamill of Laird Superfood (LSF). This MicroCap Business Breakdowns discussion took place live on April 2nd, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/ Laird Superfood is an emerging consumer products platform focused on manufacturin…
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Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)
1:01:25
1:01:25
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1:01:25In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mordechai, head of Focus Capital Advisers, for his third appearance. They unpack what Mordechai calls the greatest acquisition of all time—Valeura Energy's buyout of Gulf of Thailand oil assets. The two deals, acquired at rock-bottom prices, now generate more than their …
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March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff
1:05:54
1:05:54
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1:05:54In 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. The conversation explores the book’s candid insights from a hedge fund manager navigating the 2008 financial crisis. And…
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David Capital Partners' Adam Patinkin on Lifecore's CDMO business $LFCR
1:11:52
1:11:52
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1:11:52Adam Patinkin, CFA, Managing Partner at David Capital Partners, LLC, joins the podcast to discuss his thesis on Lifecore Biomedical, Inc. (NASDAQ: LFCR), a fully integrated contract development and manufacturing organization (“CDMO”). For more information about David Capital Partners, please visit: https://davidpartners.com/ Chapters: [0:00] Introd…
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PLBY Group, Inc. (NASDAQ: PLBY): Managing the Turnaround at Playboy
54:14
54:14
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54:14My guest on the show today is Ben Kohn, President and CEO of PLBY Group, Inc. (NASDAQ: PLBY). PLBY Group, Inc. is a global pleasure and leisure company connecting consumers with products, content, and experiences that help them lead more fulfilling lives. PLBY Group’s flagship consumer brand, Playboy, is one of the most recognizable brands in the w…
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Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG
1:09:50
1:09:50
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1:09:50Chris 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 est…
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Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov
31:35
31:35
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31:35Welcome to the March 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: the market sell off, relationships with management teams - pros and cons, activism and corporate governance, and where to live Chapters: [0:00] Introduction + Episode spon…
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Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
59:11
59:11
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59:11Jordan McNamee, Founder and CIO of Optimist Fund, joins the podcast to share his thesis on ThredUp Inc. (Nasdaq: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and accessories. For more information about Optimist Fund, please visit: https://www.optimistfund.com/ Chapters: [0:00] Introduction + Episode sponsor: Dal…
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Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company
47:50
47:50
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47:50Simon 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." You can buy your copy of Simon's new book, "On the Hunt for Great Companies" here: https://www.amaz…
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KITS Eyecare (KITS.TO): The Fastest-Growing Optical Company to Achieve $150 million in Sales
1:20:27
1:20:27
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1:20:27Stephen De Beir joins Adam Wilk to have a conversation with Joseph Thompson, COO of KITS Eyecare (TSX: KITS / OTC:KTYCF). This MicroCap Business Breakdowns discussion took place live on March 12th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/ KITS Eyecare is a fast-growing e-commerce retailer of glasses, contacts and acce…
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Ascent Industries (NASDAQ: ACNT): Industrial Manufacturing Company Focused on Specialty Chemicals and Stainless Steel Tubular Products
27:57
27:57
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27:57My guest on the show today is Brian Kitchen, President & CEO, Ryan Kavalauskas CFO of Ascent Industries Co. (NASDAQ: ACNT). Ascent Industries Co. is a company that engages in a number of diverse business activities including the production of specialty chemicals and industrial tubular products. Ascent will be joining us in Las Vegas, and I invited …
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Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter
48:00
48:00
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48:00Alex 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…
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BuildDirect (BILD.V): Omnichannel Flooring Disruptor with Pro-Driven Growth
58:58
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58:58Mark Zaret from Teraz Fund joins Sean Iddings to have a conversation with CEO Shawn Wilson of BuildDirect (TSX-V: BILD, OTC: BDCTF). This MicroCap Business Breakdowns discussion took place live on March 6th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/ BuildDirect is focused on growing its presence in the North American f…
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Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwit Book Club)
54:01
54:01
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54:01Welcome 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'…
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The Electrification of Everything with John Rotonti, Portfolio Manager at Islamorada Investment Management
1:17:11
1:17:11
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1:17:11My guest on the show today is with John Rotonti, Portfolio Manager at Islamorada Investment Management. John very recently joined Islamorada Investment Management running their Industrial and Infrastructure portfolio, and he's been actively researching and dissecting about the electrification of everything plus anything housing related. We jump in …
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Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research
29:12
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29:12Welcome 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: …
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Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings
54:45
54:45
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54:45Sahm Adrangi, Chief Investment Officer at Kerrisdale Capital, joins the podcast to share his thesis on ACM Research, Inc. (NASDAQ: ACMR), develops, manufactures and sells semiconductor process equipment spanning cleaning, electroplating, stress-free polishing, vertical furnace processes, track, PECVD, and wafer- and panel-level packaging tools, ena…
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The Unintentional and Gradual Making of An Activist Investor with Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge Capital
54:33
54:33
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54:33My guest on the show today is Denver Smith, Managing Partner & Chief Investment Officer at Carlson Ridge Capital. We've done a number of episodes over the years on Activist Investing, and I'd say all the investors that end up going activist, it's a reluctant endeavour; they basically, with all the circumstances happening in that particular company,…
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Enterprise Group (E.TO): A Specialized Equipment and Power Provider with 40% EBITDA Margins
1:02:13
1:02:13
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1:02:13Jesse Gamble from Donville Kent Asset Management joins Adam Wilk to have a conversation with co-founder and President Desmond O’Kell of Enterprise Group (E.TO). This MicroCap Business Breakdowns discussion took place live on February 20th, 2025, on the MicroCapClub Community. https://microcapclub.com/join-now/ About Enterprise Group: Enterprise Gro…
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Yet Another Value's special situation: Sage Therapeutics $SAGE
36:34
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36:34In today's episode of the Yet Another Value Podcast, Host, Andrew Walker, shares his thesis and presentation on Sage Therapeutics, Inc. (NASDAQ: SAGE), a biopharmaceutical company committed to pioneering solutions to deliver life-changing brain health medicines, so every person can thrive. For more information and to subscribe to the Yet Another Va…
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Cleaning Up Unclean Stories, Numbers, Narratives, Nicotine Industry + Haypp Group with Devin LaSarre, Founder & Editor of Invariant
53:02
53:02
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53:02My guest on the show today is with Devin LaSarre, Founder & Editor of Invariant. I've been following Devin for a while on social media, and invited him on to better understand his overall investing philosophy, and then specifically dig into an industry / idea a bit further. This episode I would say falls into the "ways of seeing" bucket, meaning, e…
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