Podcast appearances and mentions of Andrew Walker

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Wei from Yummy Century Stocks for a follow-up on EchoStar/Sats. They analyze the surprise $23 billion spectrum deal with AT&T, what it means for the rest of the spectrum portfolio, and whether liquidation or a new satellite venture is next. The discussion touches on cable's strategic options, risks of regulatory interference, and shifting dynamics in fixed wireless and spectrum valuation. They also explore ongoing broadcaster M&A and close with a candid conversation on value investing psychology, bagholding, and lessons from QVC.First SATS podcast (episode 322): https://www.yetanothervalueblog.com/p/yummy-century-eggs-guowei-zhang-on?r=a7n3&utm_campaign=post&utm_medium=web___________________________________________________________[00:00:00] Intro, guest, EchoStar background[00:03:38] AT&T spectrum deal overview[00:06:36] AT&T overpaying and implications[00:09:11] Fixed wireless reshapes landscape[00:14:07] Cable's possible DISH spectrum move[00:20:12] Why EchoStar shuts down network[00:23:31] Spectrum value and liquidation path[00:31:27] DOJ vs. FCC spectrum concerns[00:38:53] Broadcaster M&A wave begins[00:48:48] Affiliate value vs. disruption[00:52:38] Bagholding and QVC psychology[00:59:05] Closing thoughts and wrap-upLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

Cast members of Bills Hallmark movie enjoy first tailgating experience in Orchard Park full 333 Mon, 08 Sep 2025 08:30:00 +0000 t0o6H77tS4hcPQa3wMlpdra0hqNx7f1j buffalo bills,andrew walker,wben,highmark stadium,orchard park,hallmark channel,matthew daddario,holland roden,holiday touchdown: a bills love story,news WBEN Extras buffalo bills,andrew walker,wben,highmark stadium,orchard park,hallmark channel,matthew daddario,holland roden,holiday touchdown: a bills love story,news Cast members of Bills Hallmark movie enjoy first tailgating experience in Orchard Park Archive of various reports and news events 2024 © 2021 Audacy, Inc. News False https:

Bills Hallmark actor Andrew Walker on growing up a Bills fan in Montreal, and his first game day experience in Orchard Park full 346 Mon, 08 Sep 2025 08:30:00 +0000 mpLJ5VWqVvRdhXjUQlQ8YGg0ZJnFfAcI buffalo bills,bills mafia,andrew walker,wben,orchard park,hallmark channel,holiday touchdown: a bills love story,news WBEN Extras buffalo bills,bills mafia,andrew walker,wben,orchard park,hallmark channel,holiday touchdown: a bills love story,news Bills Hallmark actor Andrew Walker on growing up a Bills fan in Montreal, and his first game day experience in Orchard Park Archive of various reports and news events 2024 © 2021 Audacy, Inc. News False

In this episode of Yet Another Value Podcast Book Club, host Andrew Walker and co-host Byrne Hobart of The Diff discuss Railroader, the biography of Hunter Harrison—one of the most transformative figures in modern railroading. They explore Harrison's management style, capital discipline, and the precision scheduled railroading model he pioneered. The conversation digs into his alliances with Bill Ackman and Paul Hilal, controversial board dynamics, and the balance between performance and persona. Was Harrison a generational genius or just a man with perfect timing? Tune in for a deep probe into leadership, rail strategy, and long-term industry shifts.___________________________________________________________[00:00:00] Podcast and guest introduction[00:01:54] Book focus: 'Railroader' overview[00:03:20] Hunter's train schedule philosophy[00:05:21] Anecdotes of hands-on leadership[00:07:43] Hunter's capital allocation approach[00:09:33] Evaluating Hunter's industry impact[00:12:51] Railroad competition and timing[00:14:59] Railroads' long-term infrastructure value[00:17:05] Extreme management and physical risks[00:19:45] Strategic image and brand building[00:21:09] Customer complaints and PR responses[00:25:59] Precision scheduling adoption industrywide[00:27:36] Ackman and Hillel strategies[00:30:04] Norfolk Southern bid complications[00:33:39] Hunter's bold management targets[00:36:26] CEO succession and board relations[00:40:58] Hunter's final campaign at CSX[00:43:19] Compensation and personal contradictions[00:47:37] Comparison: Ellison vs. Harrison[00:56:22] Wall Street expectations pressureLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In this episode of Yet Another Value Podcast, host Andrew Walker steps away from traditional investing talk to offer a focused career guide for young professionals. Aimed at college students, MBA candidates, or early-career professionals seeking entry into public market investing, Andrew shares practical advice on everything from earning credibility to crafting cold emails, writing substack pitches, and giving impactful stock pitches. He explains actionable strategies like starting a pseudonymous Substack, passing CFA Level 1, and approaching investors with genuine ideas—not just resumes. If you're serious about a career in investing, this is a must-listen blueprint.______________________________________________________________________[00:00:00] Purpose of today's non-investing episode[00:02:16] Episode disclaimer: strictly job advice[00:05:29] Target audience for this guidance[00:06:32] Proving interest through clear credentials[00:07:19] Value of CFA Level 1 for newcomers[00:09:32] Opening brokerage account and starting early[00:11:06] Substack writing to build skill and signal[00:11:31] Sending effective intro emails with a hook[00:14:06] Why “cold blasts” fail—do tailored outreach[00:17:03] Constructing a unique, memorable stock pitch[00:19:08] Real-world scuttlebutt research advantages[00:22:09] Example: speaking to franchisees or doctors[00:24:11] Using your current background as an edge[00:25:50] Marketing insights applied to public equities[00:27:15] Why and how to start a pseudonymous Substack[00:29:15] Launching your pitch to a real audience[00:30:57] What to do if no one responds[00:32:06] Building credibility and relationships via outreach[00:33:24] Show effort: compliment the “pink shirt”[00:35:56] Final encouragement and sign-offLinks:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Jingshu from Guinea Value to discuss New Oriental Education (ticker: EDU), a Chinese education services firm. They explore the company's dramatic fall in 2021 following regulatory crackdowns, its surprising rebound, and its resilience in the face of industry headwinds. Jingshu shares rare firsthand insights from his own experience founding a similar business, giving unique context to New Oriental's position in the market. Topics range from working capital dynamics and regulatory shifts to capital allocation and AI's impact on education. Tune in for an in-depth look at one of China's most compelling turnaround stories.__________________________________________________________[00:00:00] Andrew introduces podcast and guest[00:02:16] Jingshu greets and intro begins[00:02:55] New Oriental company history overview[00:05:02] Reasons Andrew invited Jingshu[00:05:32] Jingshu's personal edu background[00:09:41] China edu sector decline insights[00:10:24] Market misunderstanding and tail risks[00:16:03] Discussion of regulatory risk[00:22:25] Cash position and asset value[00:25:43] Livestream business background[00:27:26] Capital return strategy discussion[00:33:57] Michael's conservative cash mindset[00:38:28] AI disruption and edtech impact[00:43:19] Challenges of AI competition[00:46:06] Superstar teacher dynamics[00:48:44] Andrew closes the episodeLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back recurring guest Artem Fokin for a wide-ranging discussion on perfecting the craft of investing. Skipping individual stock pitches, they explore long-term process improvements, the role of AI in research, and how expert calls have changed their approach. Artem and Andrew debate the statistical validity of track records, the impact of conviction borrowing, and the future of market efficiency in an AI-driven world. Listeners will also hear how Artem's investment focus evolved over the past decade, and why understanding customer-level value is now at the core of his process.See the follow on webinar on AI and expert calls here__________________________________________________________[00:00:00] Andrew introduces episode and Artem[00:03:07] Perfecting the investing craft[00:05:26] Bannister effect in investing[00:06:45] Inspiration from investor track records[00:10:40] Concentration and statistical significance[00:16:45] Bitcoin investor vs. great allocator[00:19:11] Betting on long-term outliers[00:22:43] Power laws and convexity[00:25:17] Will AI dumb down markets?[00:32:37] Market becoming more consensus[00:34:36] AI pricing medium-term alpha[00:39:06] Democratizing research tools[00:46:54] Early edge in illiquid stocks[00:48:55] Artem's biggest process change[00:52:48] Can customer feedback mislead?[00:56:09] Golf clubs and process analogy[00:59:11] Avoiding groupthink and conviction leaks[01:03:39] Know who's pitching the idea[01:06:25] IRR-driven sizing pitfalls[01:10:38] Penalizing leverage in rankingsLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

Joe Hollywood is joined by Imaginos Pete, Andrew Walker and special guest Robert Butler to talk about their favorite directors.

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In this August 2025 edition of Yet Another Value Podcast, host Andrew Walker returns with his signature monthly ramblings. Andrew unpacks the strange dynamics in today's bifurcated market — where AI giants soar while traditional sectors flounder. He explores whether buybacks post-earnings miss signal strength or delusion, muses on “hot girl marketing” with a focus on Sydney Sweeney's campaigns, and discusses what drives real ROI in celebrity partnerships. He closes with reflections on sizing up when holding a true edge, and a fascinating challenge trade: Paulson buying Icahn's full stake in Bausch Health._________________________________________________________[00:00:00] Intro and episode overview[00:00:57] Market state and personal screens[00:05:34] AI stocks outperforming traditional sectors[00:06:32] Retail sector earnings crash[00:08:30] Market split explained further[00:09:36] Buybacks on post-earnings dips[00:14:27] Sydney Sweeney, HeyDude tie-in[00:18:38] Swinging when you have edge[00:24:07] Challenge trades concept[00:27:47] BHC Paulson-Icahn block deal[00:30:41] Closing remarks and disclaimerLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

Join us in this insightful episode of the INS Infusion Room as we welcome Andrew Walker, a seasoned expert in vascular access and infusion therapy. Andrew shares his journey from becoming a CRNI®-certified nurse to leading innovative training programs in ultrasound-guided peripheral intravenous catheters (PIVCs). Discover the challenges and triumphs of implementing these programs across various departments and learn about the importance of investing in specialized nursing skills.

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes Jeremie from SemiAnalysis for a deep exploration into the surging demand for power infrastructure driven by AI. Jeremie breaks down the evolving trends in onsite gas turbines, the shift from diesel generators, and how data centers are racing to scale quickly. They dissect hyperscaler capex forecasts, the sustainability of GPU investments, and the contrasting strategies of CoreWeave and Oracle. The discussion extends to robotics adoption, the future of labor, and whether remote locations like Alaska could become new data center hubs. A timely conversation as AI's infrastructure footprint continues to expand.__________________________________________________________[00:00:00] Andrew introduces the podcast and guest.[00:03:14] Jeremie discusses onsite gas trends.[00:05:00] Andrew raises concerns about turbine demand.[00:10:23] Jeremie outlines backup strategy shifts.[00:13:42] Andrew shifts to hyperscaler capex forecasts.[00:18:24] Jeremie on declining asset efficiency.[00:19:35] Andrew questions depreciation accuracy.[00:27:03] Andrew digs into CoreWeave business risks.[00:32:50] Jeremie frames GPU vs. data center contracts.[00:34:56] Jeremie says Oracle took a CoreWeave-style risk.[00:42:06] Jeremie explains labor and logistics challenges.[00:52:15] Andrew pivots to robotics discussion.[00:56:49] Jeremie sees social value rising post-automation.[01:00:18] Andrew wraps up and plugs SemiAnalysis.Links:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In this episode of the Yet Another Value Podcast, host Andrew Walker welcomes back Brian Laks of Old West Management for his third appearance on the show. Brian shares deep insights into uranium, copper, gold, and the broader metals market. They revisit Old West's early uranium thesis and how it has evolved, assess copper's growing strategic importance, and examine gold's unique demand drivers. The conversation covers supply-demand imbalances, government involvement in critical minerals, tariffs, and how AI's energy demands tie back to metals. Brian also explains how Old West balances long-term macro views with valuation discipline and opportunistic trading within metals and mining.______________________________________________________________________[00:00:00] Andrew introduces guest Brian Laks.[00:03:08] Uranium thesis from early investments.[00:05:38] Riding valuation cycles in uranium.[00:09:05] Spot vs. long-term uranium prices.[00:12:43] Sentiment extremes create buying opportunities.[00:17:16] Market still underestimating uranium demand.[00:21:24] Uranium vs. other metal exposures.[00:26:20] Copper becomes major portfolio focus.[00:27:27] Gold's demand harder to forecast.[00:32:54] Why metals hitting all-time highs.[00:36:56] Copper's strategic demand and supply gap.[00:42:30] Prices needed for copper expansion.[00:44:44] Tariffs' effect on copper valuations.[00:48:27] Government support for critical minerals.[00:53:44] Old West's broader investment outlook.Links:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Chris Waller, founder of Hidden Gems Investing, for his third appearance. Chris shares his deep research into Judges Scientific, a UK-listed serial acquirer of niche scientific instrument businesses. The discussion covers Judges' disciplined acquisition strategy, historical returns, and competitive advantages in attracting founder-led businesses. They examine the challenges of scaling acquisitions, lessons from Geotech, the impact of recent headwinds like US college spending cuts, and long-term growth prospects. Chris also addresses management succession risks, valuation considerations, and the cultural nuances behind the company's dividend policy. The conversation blends analysis of market misperceptions with insights into capital allocation, operational philosophy, and how to sustain high returns in a specialized sector.______________________________________________________________________[00:00:00] Introduction and guest background[00:02:07] Chris on Hidden Gems Investing[00:02:57] Overview of Judges Scientific[00:06:43] Example acquisitions and product types[00:07:47] Market misperceptions and headwinds[00:09:32] Acquisition pricing discipline and competitors[00:13:44] Reputation advantages over new entrants[00:15:39] Acquisition pace and scaling challenges[00:18:43] Geotech acquisition scale and risks[00:20:07] Geotech's business model and setbacks[00:23:53] Expedition delays and revenue impact[00:25:48] Halma example for scaling runway[00:29:17] Management succession considerations[00:32:51] Sale likelihood and culture preservation[00:33:30] US college spending cuts and guidance[00:36:56] Recovery scenarios and uncertainty impact[00:39:21] Potential acquisition opportunities in downturn[00:41:05] Valuation framework and growth assumptions[00:43:34] Business quality vs. peer acquirers[00:44:20] EPS target changes in compensation plan[00:45:37] Dividend policy and UK investor culture[00:48:35] Post-acquisition integration philosophy[00:51:14] Closing thoughts and R&D disciplineLinks:Yet Another Value Blog: https://www.yetanothervalueblog.comSee our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In this bonus episode of Breakpoint, John Stonestreet has a conversation with Gabe Lyons, Andrew Walker, and Ryan Anderson. They discuss what can we learn by looking back over the last several decades of the Church's involvement in culture and what it means to embrace and lose our public morality.

Joe Hollywood is joined by Imaginos Pete and Andrew Walker to praise Fantastic Four and to talk about their favorite movie villains.

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In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Orel Levy of Anek Capital to discuss Cellebrite (ticker: CLBT). The conversation explores Cellebrite's digital forensics tools, from cracking phones to managing and analyzing data. Orel provides a comprehensive overview of Cellebrite's business model, competitive positioning, and potential for growth. Topics include their shift to a SaaS model, the federal sector's role, AI integration, competitive threats like Palantir, and the company's broader strategic outlook. They also touch on risks, including execution challenges, management turnover, and potential M&A speculation. Tune in to understand why Cellebrite is at the intersection of technology, law enforcement, and investing.If you're interested in the CLBT trata call mentioned during the podcast, see: https://www.trytrata.com/clbt____________________________________________________________[00:00:00] Podcast intro and sponsor mention[00:03:13] Cellebrite's history and pivot[00:06:08] Phone cracking explained[00:07:18] R&D moat and customer stickiness[00:08:40] Valuation versus growth peers[00:09:52] SPAC history and misunderstood model[00:13:41] iPhone cracking and misconceptions[00:15:03] Apple, Google cooperation risk[00:16:29] Growth potential and market size[00:21:27] Management turnover and CEO plans[00:27:38] Sale speculation and strategic fit[00:30:49] Mission-critical usage example[00:31:51] Federal budget and deployments[00:33:52] Event-driven budget growth potential[00:37:47] Guardian, Pathfinder, cloud ramping[00:42:58] Long-term risks: execution concerns[00:50:43] AI: neutral impact for now[00:53:39] Suncorp ownership and sale pressure[00:57:46] Ethics and private sector risks[01:00:00] Wrap-up and future conversationsLinks:If you're interested⁠ in the CLBT trata call mentioned during the podcast⁠, see: https://www.trytrata.com/clbtYet Another Value Blog: https://www.yetanothervalueblog.comSee our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

Viewers will meet cruisers with unforgettable stories -- a surprise proposal and wedding, lifelong best friends on a long-awaited girls' trip, a teenage grandson celebrating his 16th birthday with both grandmothers, and more -- as they set sail for the ultimate fan adventure.Along the way, fans take part in festive events like carol-oke, holiday trivia challenges, and Christmas competitions, all while mingling with an all-star lineup of Hallmark talent including Benjamin Ayres, Jonathan Bennett, Wes Brown, Erin Cahill, Paul Campbell, Taylor Cole, Nikki DeLoach, Sarah Drew, Tyler Hynes, Kimberley Sustad, and Andrew Walker. From on-deck meet-and-greets to behind-the-scenes moments with beloved stars, CHRISTMAS AT SEA brings the magic of Hallmark to life on the high seas in a joyful celebration of the season and the fans who make it special. Become a supporter of this podcast: https://www.spreaker.com/podcast/arroe-collins-unplugged-totally-uncut--994165/support.

In this episode of Yet Another Value Podcast Book Club, host Andrew Walker is joined by Byrne Hobart of The Diff to explore Softwar, the 2003 biography of Oracle co-founder Larry Ellison. Together, they dissect the contradictions of Ellison's public and private personas, Oracle's aggressive sales culture, and the book's surprisingly prescient predictions about tech's future. They reflect on ERP nightmares, Oracle's early brushes with collapse, and its surprisingly fertile alumni network. The conversation probes the blurred line between visionary leadership and red flags, while tracing Ellison's uncanny resemblance to figures like Elon Musk. From petty footnotes to PR plays, it's a sharp look into one of tech's most enduring empires._______________________________________________________________[00:00:00] Introduction to the podcast and book.[00:01:48] Byrne joins the episode.[00:01:49] Quick disclaimer on investment advice.[00:02:37] Skipping the boating sections in book.[00:03:30] Initial thoughts on Oracle in 2003.[00:04:00] Larry Ellison's personality contradictions.[00:05:45] Oracle's sales tactics and benchmark claims.[00:07:00] Predictions on mobile and distributed systems.[00:08:44] ERP transition challenges explained.[00:10:03] Reasons to bet against Oracle.[00:12:04] Oracle's management style and red flags.[00:14:23] Intelligence connections and conspiracies.[00:15:54] Government ID advocacy post-9/11.[00:17:24] Comparing Larry Ellison to Elon Musk.[00:19:45] Book's structure and humorous footnotes.[00:22:55] Seibel rivalry and Oracle acquisitions.[00:25:11] PR's role in Oracle's strategy.[00:26:40] Market perceptions and quarterly focus.[00:30:03] Importance of sell-side analysts back then.[00:31:29] Anecdotes about market cap drops.[00:33:48] Oracle's executive alumni shaping tech.[00:36:23] Differences in tech executive pipelines.[00:38:51] GE's internal business training system.[00:41:09] Ellison's hiring practices and red flags.[00:44:05] PeopleSoft DOJ case and hypocrisy.[00:46:43] Safra Katz's rise at Oracle.[00:49:19] Oracle's leadership transition dynamics.[00:51:54] Book's narrative style and structure.[00:52:56] Author's omission of Ellison's childhood.[00:55:13] Ellison's charisma and software predictions.[00:58:33] Ellison's lasting influence and vision.[00:59:45] Tease for next month's book selection.Links:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back David Bastian of Kingdom Capital to analyze United Natural Foods Inc. (UNFI), a grocery distributor at the center of a complex turnaround story. They examine UNFI's legacy issues, including its troubled SuperValu merger, the fallout from over-earning during COVID, and a recent cyberattack. David discusses management's new strategic direction, margin normalization efforts, and the implications of UNFI's critical relationship with Whole Foods and Amazon. They also explore valuation frameworks, industry dynamics, and UNFI's potential path to sustainable earnings growth under improved leadership.______________________________________________________________________[00:00:00] Podcast and guest introduction[00:02:34] What is UNFI[00:03:45] History and UNFI challenges[00:09:24] Cyberattack and recovery[00:10:47] Impact on Whole Foods[00:14:30] Long-term EBITDA targets[00:18:37] Sell-side doubts[00:21:08] Peer margin comparisons[00:24:19] Amazon relationship[00:30:17] Margin paradox[00:34:02] Business asset value[00:40:21] Return on replacement cost[00:43:37] Inflation effects[00:45:18] Industry consolidation[00:48:58] Board ownership concerns[00:54:58] Final thoughts on UNFI[00:58:47] Simplified supplier agreements[00:59:17] Podcast close and disclaimerLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

Viewers will meet cruisers with unforgettable stories -- a surprise proposal and wedding, lifelong best friends on a long-awaited girls' trip, a teenage grandson celebrating his 16th birthday with both grandmothers, and more -- as they set sail for the ultimate fan adventure.Along the way, fans take part in festive events like carol-oke, holiday trivia challenges, and Christmas competitions, all while mingling with an all-star lineup of Hallmark talent including Benjamin Ayres, Jonathan Bennett, Wes Brown, Erin Cahill, Paul Campbell, Taylor Cole, Nikki DeLoach, Sarah Drew, Tyler Hynes, Kimberley Sustad, and Andrew Walker. From on-deck meet-and-greets to behind-the-scenes moments with beloved stars, CHRISTMAS AT SEA brings the magic of Hallmark to life on the high seas in a joyful celebration of the season and the fans who make it special. Become a supporter of this podcast: https://www.spreaker.com/podcast/arroe-collins-like-it-s-live--4113802/support.

On Washington Wednesday, government transparency; on World Tour, news from Cairo, Bangladesh, Chile, and India; and deciphering fossils. Plus, Superdog inspires pet adoptions, Andrew Walker on borders, and the Wednesday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from The Joshua Program at St. Dunstan's Academy in Virginia ... a gap year shaping young men ... through trades, farming, prayer ... stdunstansacademy.orgFrom Cedarville University—a Christ-centered, academically rigorous university located in southwest Ohio, equipping students for Gospel impact across every career and calling. Cedarville integrates a biblical worldview into every course in the more than 175 undergraduate and graduate programs students choose from. New online undergraduate degrees through Cedarville Online offer flexible and affordable education grounded in a strong Christian community that fosters both faith and learning. Learn more at cedarville.edu, and explore online programs at cedarville.edu/onlineAnd from Dordt University. Offering fast-track Ag degrees to help graduates make an impact in agriculture sooner. Dordt.edu

In this July 2025 episode of Yet Another Value Podcast, host Andrew Walker shares his latest market reflections. He opens with sharp takes on the speculative surge in crypto-linked equities and questions about hidden leverage. Andrew dissects the potential rise of a new SPAC bubble and lays out a hedge strategy using SPACs at trust value. He then transitions into a deep dive on pattern recognition in investing—its power, its risks, and when it turns into harmful stubbornness. From Warren Buffett's historical lens to Talon Energy and personal investing biases, Andrew probes how past experiences shape investor behavior. The episode closes with musings on CEO arrogance and the importance of open dialogue. As always, Andrew invites feedback and thoughtful conversation from listeners.____________________________________________________________[0:00:00] Intro and episode overview[0:01:21] Sponsor message and host greeting[0:02:01] Recording issues and July intro[0:02:54] Casino market and Bitcoin premiums[0:08:07] Leverage signs and Tesla example[0:08:56] SPAC bubble and trust value[0:10:28] Market views and SPAC options[0:12:58] Pattern recognition in investing[0:16:58] Buffett's experience and pattern use[0:20:58] Pattern vs. stubbornness examples[0:27:21] Talon Energy hesitation explained[0:34:03] Overreliance on old investment patterns[0:37:23] Industry arrogance and founder syndrome[0:41:36] Why Andrew does these ramblesLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

Viewers will meet cruisers with unforgettable stories -- a surprise proposal and wedding, lifelong best friends on a long-awaited girls' trip, a teenage grandson celebrating his 16th birthday with both grandmothers, and more -- as they set sail for the ultimate fan adventure.Along the way, fans take part in festive events like carol-oke, holiday trivia challenges, and Christmas competitions, all while mingling with an all-star lineup of Hallmark talent including Benjamin Ayres, Jonathan Bennett, Wes Brown, Erin Cahill, Paul Campbell, Taylor Cole, Nikki DeLoach, Sarah Drew, Tyler Hynes, Kimberley Sustad, and Andrew Walker. From on-deck meet-and-greets to behind-the-scenes moments with beloved stars, CHRISTMAS AT SEA brings the magic of Hallmark to life on the high seas in a joyful celebration of the season and the fans who make it special. Become a supporter of this podcast: https://www.spreaker.com/podcast/arroe-collins-unplugged-totally-uncut--994165/support.

Viewers will meet cruisers with unforgettable stories -- a surprise proposal and wedding, lifelong best friends on a long-awaited girls' trip, a teenage grandson celebrating his 16th birthday with both grandmothers, and more -- as they set sail for the ultimate fan adventure.Along the way, fans take part in festive events like carol-oke, holiday trivia challenges, and Christmas competitions, all while mingling with an all-star lineup of Hallmark talent including Benjamin Ayres, Jonathan Bennett, Wes Brown, Erin Cahill, Paul Campbell, Taylor Cole, Nikki DeLoach, Sarah Drew, Tyler Hynes, Kimberley Sustad, and Andrew Walker. From on-deck meet-and-greets to behind-the-scenes moments with beloved stars, CHRISTMAS AT SEA brings the magic of Hallmark to life on the high seas in a joyful celebration of the season and the fans who make it special. Become a supporter of this podcast: https://www.spreaker.com/podcast/arroe-collins-like-it-s-live--4113802/support.

In this solo update, host Andrew Walker revisits his three 2025 stock ideas (disclosure: long all three!): Sage Therapeutics (SAGE), Keros Therapeutics (KROS), and Full House Resorts (FLL). He breaks down Sage's acquisition by SUPN and the chance of a higher bid from Biogen, discusses Keros' announced capital return, and digs into why Full House Resorts has lagged so far despite promising insider buying and strong project progress. Andrew also highlights why active shareholder engagement still matters and how insider moves can reveal conviction.For links to the prior podcast ideas and open letter, please see this post: https://www.yetanothervalueblog.com/p/midyear-2025-podcast-ideas-updatesChapters[00:00:00] Andrew opens midyear update.[00:01:00] Recaps Sage, Keros, Full House.[00:07:33] Sage sold, Biogen topping bid?[00:14:27] Keros capital return progress is slow.[00:18:44] Full House lagging; insider buying.[00:27:59] CEO massive buy from ex-wife.[00:30:30] Refinancing risk key catalyst ahead.Links:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

Watch on Philo! - Philo.tv/DTHThe episode starts with cruisers talking about who they are most existed to see - Tyler Hynes, Taylor Cole, Jonathan Bennett, everyone! With little clips of what's to come this season. Lots of hugging. Lots of crying. We meet Paige, Alexandrea and their mom Kerry. The Vermeer family. Mom cries when talking about how excited she is to go on this cruise. Alexandra is the daughter in law but she feels like they're the family she's always wanted and both Alexandrea and Paige talk about how much momma Kerry has done for them. They show up at the cruise and are wearing matching Vermeer Girls sweatshirt. They're blown away by all the decorations. The room though? Tiny. It's a twin bed with a single bed over top. And they immediately get to work on decorating their door. That's a big deal for cruisers. We then meet Rob & Donna - they've been together for 9 years. Rob is freakin jacked. He broke both of her ribs after trying to pop her back at the gym. And that's true love. They have a bunch of hallmark actor ornaments in their tree. She loves Paul Campbell and he loves Nikki DeLoach. They get on board and immediately bump into Jonathan Bennet and he's just wheeling and dealing like Jonathan Bennet is one to do.,We then meet Carol, Cathy, and Nate who is celebrating his 16th birthday on the cruise and he is pumped. Nate is there with his two grandmas. And he's a bit of a celeb because he posted on the cruise Facebook group that it's his birthday. We then meet Lori and her sister. They live in separate states so they're so excited to go on this cruise. Lori is a fellow Christmas crazy and is excited to decorate their room. The Veneer family are back and momma Kerry talks about how she's happily married and she knows Wes Brown is happily married, but she has been given a hall pass in case Wes is interested. She calls it her hallmark pass. My guy Rob is gonna propose to Donna and is hoping they can get married on the cruise! Night 1 comes and it's time for the Christmas tree lighting on top of the ship. We then meet Alice and Gail. Best friends since 10th grade, 46 years ago. And they are our black friends. They're excited to meet Tyler Hynes. And Alicia is gonna try to get Gail to get out of her comfort zone. So everyone's up on top of the ship. JB comes out and does his thing. Tyler Hynes comes on stage in a bath robe. It's a whole thing. Paige is very into him and she thinks they would hit it off really well. She yells at him to take it off. While momma Kerry is just going nuts over Wes Brown. We find out Paige has some news she has to tell her mom - she's moving out of Texas. But she's nervous .Victoria tells her sister Lora she's pregnant right after Lora gets them both champagne. Rob and Donna get a picture with Erin Cahill and of course she's just the sweetest. They talk to her for a bit. We find out that Donna had to have brain surgery last holiday season. So they're both really excited to be there. And he's trying to find the right time to propose to her. But not while Erin Cahill is there. It's time for Carol-oke. Gail and Alicia show up. Alicia signs them up. Gail is pissed. She does not get to that stage and Alicia shames her from the stage.  We get Gail in a confessional having to psychoanalyze why she doesn't wanna get out of her comfort zone. The sisters show up for trivia, hosted by Nikki DeLoach and Andrew Walker. And Andrew is just hugging everyone. And these sisters suck at trivia. And then there's the boot shot with Tyler Hynes. It's madness. Paige is pumped. But then Wes Brown walks in and Kerry is pumped. They hug. And Paige says “I've been told to call you step-dad”. And then Kerry says it …. You're my hallmark pass. Wes is just so chill. JB is also there and Paige is like can you give Tyler Hynes my number? And he's like I can do that. And I'm weirdly invested in this. Nate has lost his grandmas. So he's going around and asking “has anyone seen some grandmas?”. Turns out they're hiding becuase they're annoyed by Nate. Turns out his birthday isn't even today, it's December 10th. Fricken liar. So Rob goes into the gym and Paul Campbell is there. They have matching black tanks. So he tells him that he's gonna propose and wants to get married on the ship. Paul is like hey I can officiate your wedding here. He pulls Andrew walker in. Rob is like oh boy. Now I really need to ask her. 

It's the classic small business trap, the 'too many eggs in one basket' scenario. Being aware of the problem is one thing, but it can be hard to avoid. In this podcast, Andrew Walker explains how in the midst of storms and flooding, his business appeared to be sinking too. Happily, today he's well and truly on higher ground in every respect. 

In this monthly book club edition of Yet Another Value Podcast, host Andrew Walker is joined by Byrne Hobart of The Diff and Capital Gains to unpack Ray Dalio's latest book, How Countries Go Broke: The Big Cycle. The pair probe Dalio's sweeping macroeconomic theories, debt cycles, historical analogies, and technology's role in shaping the future. They scrutinize the credibility of Dalio's claims, the real-world implications of sovereign debt risks, and the potential misapplications of macro trading skills to macroeconomic policymaking. The conversation winds through AI's effect on productivity, the staying power of elites through societal upheavals, and even the viability of crypto as a hedge. It's a rich analysis with sharp skepticism and economic nuance._________________________________________________[00:00:00] Podcast and guest introduction[00:01:38] Initial thoughts on Dalio's book[00:05:26] Short vs. long debt cycles[00:06:40] Historical cycle timing critique[00:07:24] Pre-WWI and 1930s comparison[00:10:11] Disconnection between theories and globalization[00:16:25] Institutional trust and economic cycles[00:18:18] Credibility of Dalio's theories[00:21:26] Macro trading vs. macro policy[00:24:42] Trump-era policy implications[00:26:19] Foreign debt selling as signal[00:28:14] Put options in tail events[00:32:35] Buffett's strategic puts example[00:35:32] Technology optimism in final chapter[00:40:25] AI effects on labor, productivity[00:45:43] Older professionals using AI[00:47:00] Book's global bearish stance[00:51:22] Historical elite persistence examples[00:53:45] Bitcoin in crisis scenarios[01:01:54] Sovereign wealth fund proposal critiqueLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Guowei from the substack "Yummy Century Stocks" for an extensive discussion on EchoStar (SATS). They dig into the company's complex structure, diving deep into its failing satellite and pay TV segments, and the potential trapped value in its wireless spectrum assets. The conversation unpacks regulatory drama with the FCC, speculation around a Trump Mobile tie-in, and the looming potential for bankruptcy. With both long and short positions from top investors and a potential valuation ranging from zero to $100+ per share, this is one of the market's most fascinating distressed plays.____________________________________________________[00:00:00] Andrew introduces EchoStar and guest[00:02:54] Overview of EchoStar's three business units[00:06:54] Wireless network specs and performance issues[00:11:36] Realistic market challenges and consumer view[00:17:08] Valuation estimate for SATS spectrum[00:19:42] Pushback on spectrum market and caps[00:22:58] Changing spectrum demand and infrastructure[00:24:45] Three core SATS spectrum bands[00:25:32] AWS-3 and AWS-4 deep dive[00:29:47] FCC's current investigation and history[00:34:00] Simington's resignation and FCC politics[00:35:02] Trump intervenes, Trump Mobile theory[00:39:19] Potential regulatory settlement outcomes[00:41:09] Market comps for spectrum valuation[00:44:39] Unique legal nature of spectrum assets[00:47:51] Why bankruptcy could benefit EchoStar[00:50:44] Impact of bankruptcy on FCC issues[00:53:21] Risks to spectrum ownership in court[00:54:52] Equity protection in bankruptcy scenario[00:57:42] Possible strategic paths and constraints[01:00:42] Equity thesis despite complex unlock path[01:04:12] Convert notes vs equity pre-bankruptcy[01:07:00] Market speculation and timing expectations[01:08:30] Bankruptcy analogs and comparison to GGP[01:09:34] Challenges to network scaling and valueLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Bill Chen of Rhizome Partners, one of the platform's most popular and deeply knowledgeable guests in real estate investing. Fresh from attending NAREIT, Bill unpacks trends across the public and private real estate sectors, offering a unique vantage on REIT performance, multifamily fundamentals, and the developing divergence in valuation metrics. The discussion spans topics from rent regulation in New York, to capital allocation discipline among REITs, and dives into lesser-understood niches like grocery-anchored retail and net lease offices. Andrew and Bill blend data with real-time market observations to help listeners better understand value opportunities in today's real estate landscape.__________________________________________________[00:00:00] Andrew introduces Bill Chen[00:01:38] Bill recaps NAREIT conference takeaways[00:02:11] Public REITs vs private market stress[00:05:26] Construction collapse, capex outlook[00:12:18] Sunbelt rent growth and pipeline[00:21:36] Public REITs IRR and exit caps[00:27:20] NYC resi optimism vs politics[00:29:20] Clipper's challenges and NYC outlook[00:31:01] Sunbelt policy contrasts and rent trends[00:33:56] Postmortem: REIT investment performance[00:36:05] Tech and operational edge in REITs[00:37:11] Resilience, affordability, and dividends[00:44:14] AI impact on operations and leasing[00:48:56] Alexander's, office market bifurcationLinks:Yet Another Value Blog: https://www.yetanothervalueblog.comSee our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

Retaliatory missile launches in Iran and Israel, LA riots, and a gold star family helps others who grieve. Plus, Andrew Walker on cultural influence, Bruce the bat dog, and the Tuesday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Ridge Haven Camp and Retreat Centers in Brevard, North Carolina, and Cono, Iowa. Camp and year-round retreat registrations at ridgehaven.orgFrom The Joshua Program at St. Dunstan's Academy in the Blue Ridge Mountains: work, prayer, and adventure for young men. stdunstansacademy.orgAnd from the MIssion Focused Men for Christ podcast. This month: fathers helping sons embrace biblical manhood. Mission Focused Men for Christ on all podcast apps.

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Brian Finn of Findell Capital for his fourth appearance. Brian, owning approximately 10% of Oportun Financial (OPRT), discusses his ongoing proxy battle to reform the company's board. He explains how Oportun's shift from a focused lender to an unfocused “fintech empire” led to operational bloat and shareholder destruction. The discussion probes governance failures, board entrenchment, and the recent removal of a high-performing director. Brian also outlines the investment thesis for Opportune, emphasizing its underserved customer base, strong unit economics, and potential for a major turnaround under experienced leadership. _____________________________________________________[00:00:00] Podcast and guest introduction[00:00:17] Brian's stake in Opportune[00:02:03] Overview of Opportune Financial[00:03:26] Critique of management decisions[00:04:11] Public campaign and board change[00:05:32] Legacy board's poor performance[00:06:15] Cost issues and board pushback[00:09:42] Operations improved by new directors[00:10:36] Scott Parker removed from board[00:12:02] Proxy fight motivations detailed[00:14:52] Management oversight challenges[00:16:11] Rebuttal to board's defense[00:18:01] Governance structure and concerns[00:21:34] Why Opportune is worth investing[00:23:25] Opportune unit economics breakdown[00:27:25] Rate cap policy criticism[00:30:12] Securitization and interest costs[00:34:17] October financing explained[00:38:25] Strategic oversight recommendations[00:41:01] Nominee Warren's qualifications discussedLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

On today's program: Scott Perry, U.S. Representative for Pennsylvania's 10th District, discusses Iran's threats against Israel and the Trump administration's advice to Prime Minister Benjamin Netanyahu. Brian Babin, U.S. Representative for the

In this episode of Yet Another Value Podcast, host Andrew Walker returns with Aaron Chan from Recurve Capital to explore Cogent Communications (CCOI). Aaron breaks down the legacy internet business, the Sprint wireline acquisition, and the complex financial transformation underway. The conversation highlights CEO Dave Schaeffer's strategic vision, market dynamics in enterprise telecom, and the network's long-term potential. They analyze network architecture, discuss operational efficiency, and evaluate capital allocation under heavy leverage. The episode closes with thoughts on competitive threats, structural advantages, and what the future may hold post-Dave.________________________________________________________[00:00:00] Podcast and guest introduction[00:02:22] Aaron introduces Cogent business overview[00:06:51] Legacy network setup and strategy[00:10:19] Competition and service differentiation[00:14:36] Sprint network acquisition background[00:20:35] Challenges with Sprint integration[00:27:59] Wave business compared to Lumen[00:35:40] Missed expectations and market reaction[00:40:17] Dave's control and RE leverage[00:48:49] Dividend vs. buyback strategy[00:53:41] Dave's succession and exit plan[00:59:00] Traffic deflation and usage trends[01:03:17] Pricing strategy and competitive risks[01:07:54] Cogent's share strategy explained[01:10:12] Competitive positioning against Lumen[01:13:29] Core infrastructure value and demand[01:16:44] Future growth expectations and risks[01:20:18] Final thoughts on investment case[01:25:30] Closing remarks and sign-offLinks:Yet Another Value Blog: https://www.yetanothervalueblog.comSee our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Ben Kelleran of Kontrarian Korner to discuss Sable Offshore, a company attempting to revive the Santa Ynez oil unit off the California coast. They explore the high-stakes nature of this investment, dissect the complex legal battles with California regulators, and assess the upside potential of the project if full production is achieved. The conversation covers Sable's SPAC history, economics, leadership, refinancing plans, and what needs to happen for the company to fully restart operations and generate significant returns.______________________________________________________[00:00:00] Introduction and sponsor message[00:01:59] Guest Ben Kalleran joins[00:03:02] Overview of Sable Offshore[00:04:15] SPAC history and asset deal[00:06:23] Legal/regulatory hurdles explained[00:09:12] Why Exxon sold the asset[00:12:32] Sable's CEO and management[00:15:13] Current production status[00:17:13] Economics and ramp potential[00:20:46] Valuation compared to peers[00:24:02] Equity raise explained[00:27:49] Debt refinancing plans[00:29:56] Legal timeline expectations[00:34:14] Fire Marshal's role discussed[00:41:12] Takings claim details[00:43:40] All-clear signal for investors[00:47:56] Why O&G funds are hesitant[00:49:57] Key dates and next stepsLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In 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 complex personal life, his early financial maneuvers, near-catastrophic risks, and lasting investment philosophies. Key discussions include Buffett's detached family dynamics, calculated leverage, deep value tactics, and overlooked geopolitical caution. With a balance of admiration and critique, Andrew and Byrne present a thoughtful, analytical take on the man often mythologized as America's greatest investor.______________________________________________________________________[00:00:00] Podcast intro and book overview[00:02:05] First impressions of Snowball reread[00:04:28] Buffett's emotional and family struggles[00:05:57] His early business brilliance questioned[00:08:41] Risks nearly tanked early ventures[00:10:17] Byrne reflects on insurance troubles[00:13:44] Buffett's dual investing motivations[00:15:27] Shady dynamics of Buffett's PA[00:17:45] Hustling to raise initial capital[00:21:12] Best wins: control and distress[00:23:36] Early Buffett vs modern strategies[00:26:54] Why he avoided foreign stocks[00:28:17] Could modern Buffett act similarly?[00:30:52] Gray areas in early arbitrage[00:33:57] Incentives, risk, and bad bets[00:35:22] Buffett's paradoxical driving style[00:36:51] Solomon drama and reputational play[00:40:33] Was Solomon really near failure?[00:43:36] Role of Buffett's presence in bailout[00:45:10] LTCM: Buffett's ultimate near-miss[00:49:40] Snowball ends during 2008 crisis[00:50:52] Experience shapes Buffett's crisis style[00:53:31] Is he great at market timing?[00:56:14] Tough negotiator in private deals[01:01:34] Reconciling bearish macro with buysLinksYet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In 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 unconventional data analysis, and why mining offers compelling alpha for those willing to do the work. Darren also explores the evolution of mining capital, the brain drain in the industry, and the outsized rewards of discovering and developing world-class assets. Tune in to uncover the realities of resource investing and how expertise can change the game. _________________________________________[00:00:00] Andrew introduces podcast and Darren McLean[00:03:15] Why Darren sees alpha in mining[00:04:50] Examples of unconventional data collection[00:07:46] Darren discovers major inefficiency firsthand[00:10:23] Lack of diligence in asset qualification[00:15:51] The post-China supercycle mining collapse[00:20:57] Why mining offers inevitable investment returns[00:24:03] The Bre-X scandal and manipulation[00:27:42] Why supermajors avoid early-stage projects[00:31:26] When site visits are essential[00:38:47] Brain drain and generational void in mining[00:39:18] Can generalists invest in mining successfully?[00:43:17] Montage Gold: A re-rate case study[00:46:17] Value of strong reputations and strategic entry[00:51:13] Darren's track record and strategy success[00:53:36] Why mining gives clear investment feedbackLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

FlamesNation Barn Burner with Boomer, Pinder & WarrenerSHOW TIMESTAMPShttps://youtube.com/live/9sCt0zAnWQE- Intro Banter (1:00)- 999 (5:00)- Walker Joins (19:00)- Oilers (23:00)- Byfield (26:00)- Hippo Tank (35:00)- Marner (42:00)- Walker Out (47:00)- Pinder Report (52:00)- BET365 (01:23:00)FLAMESNATION MERCHhttps://nationgear.ca/collections/flamesnationBARN BURNER CLIPShttps://www.youtube.com/playlist?list=PLj_bcGtvvo-cW2DHEDZ6dEO5ePDmlhZc9SHOUTOUT TO OUR SPONSORS!!

Catching Up With Old Friend Andrew Walker

Can Christians know with certainty if a seminary or Christian college is adhering to fundamental tenets of the faith ?Have Christians entered into a new role politically where "preserving the moral architecture" is more important than elections ?Big questions that are related.I'll converse with Andrew Walker about these and other topics on "I'm Glad You Said That" today.Dr. Walker serves as Associate Dean in the School of Theology, and Associate Professor of Christian Ethics and Public Theology at the Southern Baptist Theological Seminary. He is also the Director of the Carl F. H. Henry Institute for Evangelical Engagement and a fellow in Christian Political Thought at the Ethics and Public Policy Center. Walker also serves as the Managing Editor of Opinions for WORLD Magazine, one of my all time favorite publications.I hope you can tune in.Support the show

In 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 nuanced challenges like bias in management conversations, and forecasts how AI could evolve investor roles. Whether you're deeply entrenched in AI or just starting out, this episode provides grounded insights into its growing role in finance.______________________________________________________________________  [00:00:00] Andrew introduces podcast and guest[00:01:50] Nic explains AI task delegation[00:04:10] Home Depot memo AI example[00:06:59] Uploading memos to train AI[00:08:13] Pattern matching with past investments[00:10:39] Small sample size challenges[00:13:10] Buffett's approach vs. LLM potential[00:16:08] Investing skill shifts with AI[00:18:00] Qualitative work amplified by AI[00:21:19] Gumshoe research vs. AI insights[00:23:21] Amplifying analyst strengths with AI[00:25:59] AI freeing up research time[00:27:37] Future of autonomous investment agents[00:30:10] Training AI with personal track record[00:31:59] Data diversity needed for edge[00:33:38] Qualitative investing with AI portfolios[00:36:02] AI advantages in news trading[00:37:36] Losing insight through automation[00:39:21] Hybrid strategy using AI summaries[00:41:40] Identifying non-standard compensation[00:42:53] Spotting off-cycle stock grants[00:45:36] Edge cases needing human oversight[00:47:48] Tesla and extreme market narratives[00:49:22] Fragility of company valuations[00:51:16] Reliability of company filings[00:53:31] Expanding Fintool's data sources[00:54:11] When and why to upload documents[00:56:25] Private data and unique uploads[00:58:14] Bias risk from selective inputs[00:59:38] Recording calls for richer context[01:00:23] Generating insightful questions with AI[01:01:35] Framing management conversations for AI[01:02:49] Extracting insight through competitor focus[01:03:46] Using peers to understand companies[01:04:43] Keeping pace with fast AI evolution[01:07:02] AI as necessary but not sufficient Links:Yet Another ValueBlog: https://www.yetanothervalueblog.com See our legaldisclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimerFinTool:https://fintool.com/

In 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 sales. Doug shares insights into TUSK's business segments, corporate governance under Wexford, and potential capital allocation strategies. They also discuss the strategic outlook with the upcoming CEO transition.______________________________________________________________________[00:00:00] Podcast introduction and episode setup[00:02:06] Doug Garber joins the discussion[00:02:51] Overview of Mammoth Energy's business[00:05:14] Settlement cash inflow explained[00:06:59] Market mispricing and cash outlook[00:10:00] Investor skepticism around Puerto Rico[00:14:07] Corporate governance and Wexford's role[00:18:02] Discussion on capital allocation strategy[00:24:32] Business transition from energy to industrial[00:30:24] Aircraft purchase controversy analyzed[00:34:16] Interim CEO and leadership transition[00:36:51] Expectations for new CEO direction[00:42:06] Valuation from appraised asset values[00:45:35] Wexford's investment performance evaluated[00:46:00] Downside protection and risk assessment[00:50:21] Final thoughts and wrap-upLinks:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In 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 extends into sell discipline, including identifying when a thesis is broken and handling emotional pitfalls during drawdowns. Artem also touches on evaluating management teams, international microcap investing, and the psychological toll of investing for a living. The conversation is a practical dive into staying grounded and focused amid the volatility of markets.______________________________________________________________________[0:00:00] Intro & sponsor message.[0:02:45] Andrew introduces Artem.[0:03:45] Defining investment 'superpower'.[0:05:08] Artem's investing superpower explained.[0:06:30] Identifying others' superpowers.[0:08:15] Matching skills to stock selection.[0:09:30] Using expert calls effectively.[0:10:55] Selling stocks on thesis change.[0:13:46] Holding through macro noise.[0:15:12] Assessing management capability.[0:17:30] Micro vs. large cap dynamics.[0:19:30] International vs. US investing.[0:23:10] Mental resilience in investing.[0:26:00] Avoiding emotional decision-making.[0:30:00] Balancing fund and personal finance.[0:33:00] Final thoughts and close.Links:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In 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 competitive moats, sticky customer relationships, management alignment, valuation framework, and opportunities for expansion. They discuss their firsthand trade show research, unique insight into labor dynamics, and responses to key concerns like cyclicality and pricing power. The conversation also covers the company's history, recent transformation, and what could keep an investor up at night.You can find the team's CSL pitch deck here: https://www.dropbox.com/scl/fi/mn4ib4897o8gfpgdzs03c/CSL-US-Carlisle-Pershing-Square-Challenge-Presentation_YAVB_Abridged.pdf?rlkey=ck47pu6samrrnctwlfyr536hc&e=1&st=nj9zt415&dl=0______________________________________________________________________[00:00:00] Intro to podcast and guests[00:02:44] Guest introductions and backgrounds[00:05:35] Overview of Carlisle Companies[00:08:32] Pitch background and idea process[00:13:03] Unique research: trade show visits[00:19:28] Carlisle's competitive advantages[00:24:58] Sticky customer and contractor base[00:30:00] Valuation and IRR framework[00:35:14] Management's strategy and alignment[00:42:07] Target 2030 growth breakdown[00:46:20] QXO, Beacon, and distribution impact[00:52:22] Risks and margin sustainability[00:54:28] Potential new entrants: Berkshire risk[00:56:33] Labor shortages and benefits[01:00:17] Leverage and capital allocation debate[01:02:56] Final reflections and thank yousLinks:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

On Culture Friday, Andrew Walker discusses the church's lack of leadership, Arsenio Orteza highlights two legendary vocalists, and on Word Play George Grant remembers the dictionary that set the standard. Plus, the Friday morning newsSupport The World and Everything in It today at wng.org/donate.Additional support comes from Dordt University, where 100% of pre-PT students are accepted into Physical Therapy school. Dordt.edu.From Evangelism Explosion International. Helping believers share the good news of Jesus with the world. EvangelismExplosion.orgAnd from the Colson Fellows Program—a nine-month journey equipping Christians with clarity and courage to navigate today's culture. colsonfellows.org/world

The European Union increases its defense spending in Ukraine, Montana legislators debate the ethics of assisted suicide, and an immigrant family experiences the American dream. Plus, Andrew Walker on politics and faith, a toddler dials 9-1-1 for donuts, and the Tuesday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from…Located in Central Florida, Reformation Bible College seeks to equip students in the knowledge of God and His holiness, that they may glorify and enjoy Him in any career they enter. Established by Dr. R.C. Sproul, RBC's curriculum equips students to know, serve, and worship God in all of life. See what life is like on campus during Spring Preview Day on April 9, 2025. Register at ReformationBibleCollege.org/preview.When we pick up our Bibles, if we're honest, sometimes we lose the thread, especially with some of the strange happenings in Genesis. In From Eden to Egypt, Alex Duke gives everyday Christians accessible insight of these wonderful stories so that they'll see how these seemingly obscure stories connect to Jesus and to our lives. For a chapter preview with pre-order, visit FromEdenToEgyptBook.comAmbassadors Impact Network, helping entrepreneurs who are looking for more than just funding. Discover a community of Christian faith-led investors. More at ambassadorsimpact.com