Yet Another Value Podcast

Andrew Walker

At a Glance

Yet Another Value Podcast is hosted by Andrew Walker covering Valuation, M&A Strategy, Roll-up Strategy, and M&A. Notable guests include Chris Paryse, Adam May (Physician, Dermatologist, and Biotech Investor), and Roderick van Zuylen (Night Watch). Episodes span from Mar 2026 to Apr 2026.

10 episodes383 total claims12 topics covered

10 episodes

Can Sprout Social Survive the SaaSpocalypse with Pernas Research's Deiya Pernas $SPT

Apr 30, 2026

›

Sprout Social's stock has plummeted over 75% in the past year amid the 'SaaSpocalypse,' creating a potential deep value opportunity as the market indiscriminately sells off smaller SaaS companies. ...

Neutral0 quotes0 findings

Sprout Social (SPT)SaaSSaaSpocalypseAI Disruption+13 more

Chadd Garcia drills into LandBridge's value

Apr 26, 2026

›

LandBridge (LB) is presented as a premier Permian land-based royalty company whose primary value lies in its surface rights, not its mineral rights, which are a small and lower-quality part of the ...

Neutral0 quotes0 findings

LandBridge (LB)Texas Pacific Land (TPL)Permian BasinSurface Rights+16 more

Investing in the SaaSpocalypse with Heller House's Marcelo Lima

Apr 23, 2026

›

The market's 'SaaSpocalypse' narrative, which panicked investors in early 2024, is likely overblown for high-quality, incumbent SaaS companies. Artificial intelligence is being positioned as an ena...

Neutral0 quotes0 findings

SaaSSaaSpocalypseArtificial IntelligenceGenerative AI+14 more

Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG

Apr 19, 2026

Guinea Value's Jingshu Zhang on Fiserv $FISV

Apr 10, 2026

Avory's Sean Emory on Clear Security $YOU

Apr 2, 2026

Theravance's strategic review with Andy Summers $TBPH

Mar 29, 2026

Night Watch's Roderick van Zuylen on Marex $MRX

Mar 27, 2026

Adam May on investing in biotech $NKTR $ABVX

Mar 23, 2026

Chris Paryse on Ferrellgas's big conversion $FGPR

Mar 20, 2026

Get started free

Yet Another Value Podcast

At a Glance

10 episodes

Top Topics