October 2025 Random Ramblings
Description
In this month’s episode of Yet Another Value Podcast, host Andrew Walker reflects on key investing themes from October 2025. He probes Warren Buffett’s late-stage performance, introducing a concept called “risk riding” and considers the unseen risks that may have shaped Buffett’s recent success. Andrew also critiques excessive investor relations spending, explores a tweet on the underappreciated value of averaging up, and questions the mindset behind stocks being “cheaper today than yesterday.”
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[00:00:00 ] Intro, Buffett, risk riding
[00:02:45 ] Returns vs risk over time
[00:06:30 ] Buffett aging, investment impact
[00:12:30 ] Investor relations overspending
[00:16:55 ] Gifts, wasteful IR practices
[00:21:20 ] Tweet on averaging up
[00:24:00 ] Cheaper today vs yesterday
[00:25:10 ] Personal update
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