YAVP AMA hosted by Caro-Kann Capital's Artem Fokin

Artem Fokin, Portfolio Manager at Caro-Kann Capital LLC, returns to the podcast to do a fun AMA, not as a guest, but putting his hosting skills to the test and interviewing YAVP host, Andrew Walker. For more information about Caro-Kann Capital, please visit: http://caro-kann-capital.com/ Chapters: [1:25] Introduction + Episode sponsor: Alphasense [3:03] Idea/inspiration for launching Yet Another Value Podcast [5:56] 5% that is not "Podcast Andrew" [7:10] YAVP format - how Andrew got to this podcast format [10:56] Sourcing guests [18:07] Interview preparation process [26:29] Interviewer inspiration and how Andrew's interview style have evolved [30:14] Striking a balance between leading guests too much vs. letting guests go on their own paths [32:07] What makes a stock pitch stand out? Good stock idea vs. good stock pitch [36:55] How has being a podcast host made Andrew a better investor? [39:37] Andrew's investment style and philosophy [42:42] How many ideas did Andrew end up investing in post-publishing a podcast [45:02] What Andrew has learned about building a network, a community and connecting with people from the podcast [47:41] Three people in the world Andrew wants to have on the podcast and the funniest moment thus far [53:28] Three companies that Andrew would like to see discussed on the podcast [55:59] Where does Andrew want to see the podcast go Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.