Podcast appearances and mentions of Andrew Walker

The gang is all here to help us break down the first batch of 2025 Hallmark Christmas movies! This week, we cover...Saturday, October 18: A Royal Montana ChristmasStars: Fiona Gubelmann (The Good Doctor), Warren Christie (Happy Town)Overwhelmed by her royal duties during the Christmas season, Princess Victoria of Zelarnia(Gubelmann) is ready for a change of pace. Looking to decompress in the days leading up toChristmas, she decides to take a vacation to Peaceful Pines Ranch in Montana where she celebratedChristmas as a child with her late father. Upon arrival, she meets her dashing guide Huntley Blaylock(Christie) who presents her and the other guests at the ranch with a rustic experience that is far fromthe royal treatment. This Christmas, Huntley must decide if he wants to step into a leadership roleand carry on the family ranch's legacy as his parents, the owners, approach retirement. Unaware ofher status as a princess, Huntley puts Victoria through the rigors of a Montana ranch experience.Victoria also plans to help Huntley revive the ranch's Christmas Holly-Day Dance. Victoria findsherself charmed by both Huntley and this different pace of life. As the two start to fall for each other,things get complicated when Huntley discovers Victoria is a princess. As Christmas approaches andher time at the ranch comes to an end, Victoria must decide if she should return to her royal life orstay in Montana with Huntley and the ranch she has grown so fond of.Sunday, October 19: A Christmas Angel MatchStars: Meghan Ory (Chesapeake Shores), Benjamin Ayres (Saving Hope)Monica (Ory) and Michael (Ayres) are Christmas Angels tasked with bringing destined soulmatestogether during the most magical season of all. Typically, Angels work alone, but when the ChristmasConnection Department faces the threat of downsizing, Monica and Michael are unexpectedlypaired to ensure Daisy and Patrick fall in love before Christmas. The partnership isn't without itschallenges: Monica is a by-the-book traditionalist who follows every heavenly rule, while Michaelembraces spontaneity and delights in earthly joys like hot chocolate, snowball fights, and holidaydancing. Their clashing styles – and the undeniable spark growing between them – complicate theirmission. As Christmas Eve draws near, Monica and Michael worry that their differences will keepthem from completing their mission in time. But just when it seems all hope is lost, a surprising turnof events changes everything – leading to a Christmas connection no one saw coming.Saturday, October 25: Merry Christmas, Ted Cooper!Stars: Robert Buckley (Chesapeake Shores), Kimberley Sustad (The Santa Class)Weatherman Ted Cooper (Buckley) loves Christmas, but the past three have been terrible. This year,Ted has made up his mind that things will be different – this will be the Christmas things turn aroundfor him. But Ted's relentless optimism is about to be put to the test as he is faced with a litany ofinjuries and obstacles when he travels back to his hometown of Lackawanna, NY for the holidays.Within hours of arriving at his sister Kate's house, he finds himself making a trip to Urgent Care afterfalling off a ladder while hanging decorations. While there, he runs into Ruth Mittens, his former highschool science teacher who was always his cheerleader. He also reconnects with the charmingHope Miller (Sustad), except now she's Dr. Hope Miller, with whom he went to high school and quietlycrushed on from afar. Ted is optimistic that this budding romance is the beginning of his Christmascomeback, but his looming holiday bad luck still has a few curveballs in store for him. Luckily forTed, he won't have to face them alone – he'll have the support of Kate, Ruth, and Hope to help himovercome the challenges thrown his way and finally enjoy a well-earned merry Christmas.Saturday, November 1: Christmas On DutyStars: Janel Parrish (Pretty Little Liars), Parker Young (Enlisted)Blair (Parrish) and Josh (Young) have been bitter rivals ever since they trained together at The BasicSchool in Quantico, where they were both at the top of the class, competing to be number one. Aftergraduation, Blair got Josh's dream job, and they haven't spoken since. Three years later, their pathscross unexpectedly at the base holiday party, where the two get into an argument and cause a scene.As punishment, Blair and Josh are both assigned to Christmas Duty, where they'll work through theYuletide together...for 24 hours straight. They plan to stay away from each other, but when asnowstorm prevents all the Christmas presents from being delivered to base, they are forced to teamup for a special mission...to save Christmas.Sunday, November 2: A Newport ChristmasStars: Ginna Claire Mason (A Holiday Spectacular), Wes Brown (Haul out the Holly: Lit Up)Ella (Mason) is a charitable and spirited Newport socialite in 1905 who dreams of using her wealthto start a foundation to help others in town. After learning her father intends for her to becomeengaged to a man she's never met at the upcoming Christmas Eve ball, Ella goes for a nighttime sailin her schooner to clear her head. Upon seeing a comet shoot across the sky, she wistfully wishesfor a different life. Ella is shocked to suddenly find Nick (Brown), a sailor and local Newport historian,aboard her schooner and accuses him of being a stowaway. But Nick insists he owns the boat anda standoff ensues. Once on dry land, Ella realizes that somehow, she's traveled from 1905 to 2025.As she spends time there and gets a glimpse at what her future in 1905 appears to be, she becomesreluctant to return, especially since she and Nick have grown close and she now knows how truelove feels. But the legacy Ella built in her time – and the course of Newport's history – risks beingerased the longer she stays in the present, so the two plot a course for her trip back through time.But what awaits her at home is even more surprising that what she found in the future.Saturday, November 8: Christmas Above the CloudsStars: Erin Krakow (When Calls the Heart), Tyler Hynes (The Groomsmen trilogy)When workaholic CEO Ella Neezer (Krakow) tries to skip Christmas by flying to Australia, she's in forthe flight of her life. Haunted by her past, present and future, she's forced to confront the choicesthat led to her success yet left her flying solo. With the help of three quirky spirits and a surprisereunion with her ex (Hynes), she might just rediscover the magic of Christmas – and the love shethought she'd lost.Sunday, November 9: A Keller Christmas VacationStars: Jonathan Bennett (Mean Girls), Brandon Routh (DC's Legends of Tomorrow), Eden Sher(The Middle)Christmas this year is going to be a little different for the Keller family, as parents, Anne and Ben, buytheir three adult children – oldest son, Cal (Routh), middle son, Dylan (Bennett) and daughter, Emory(Sher) – a river cruise down the Danube River from Germany, through Salzburg, to Vienna touringbeautiful European Christmas Markets and towns along the way. The one problem? The verydifferent siblings, who are each going through their own personal life challenges, have naturally gonein separate directions over the years and the idea of spending 10 days cooped up on a river cruisetogether makes each Keller child cringe for their own reasons. But they say “yes” because that'swhat families do, never expecting it to turn out to be a glorious once-in-a-lifetime experience full ofmissed connections, new friendships, stunning vistas, relationship upheaval, budding romances,shipboard games, family bonding, and a secret that brings them all together in time for Christmas.Saturday, November 15: Three Wisest MenStars: Paul Campbell (The Cases of Mystery Lane), Tyler Hynes (The Groomsmen trilogy),Andrew Walker (Curious Caterer Mysteries), Margaret Colin (Veep)The Brenner family is back, and their lives are more chaotic than ever! As Luke (Walker) is expectingtwins, Taylor (Hynes) is debating a monumental job opportunity out-of-state, and Stephan(Campbell) attempts to plan for his upcoming nuptials, everyone's stress heightens when they learntheir mom (Colin) has put their childhood home up for sale, marking their final Christmas in theBrenner house. With unexpected in-laws visiting, wild animals lurking in freshly cut Christmas treesand a hesitant mall Santa, the boys will have their work cut out for them as the holiday begins to loom.As they navigate adulting at a level they have yet to reach, they must learn to once again lean on oneanother to rise to the needs of their growing family, conquer the newest challenges in their lives and,most crucially, have the best Christmas EVER!Sunday, November 16: Tidings For the SeasonStars: Tamera Mowry-Housley (Scouting for Christmas), B.J. Britt (The Groomsmen), Elijah-Justus Lewis (Adults)Adam Kade (Britt) is the serious face on the local news. His life takes an unexpected turn in earlyDecember when he meets Robbie (Lewis), a 10-year-old who is Adam's biggest fan. Robbie has animportant request: He wants his favorite newscaster to talk about more than just what's going wrongin the world. How about reporting on the good stories too? Adam is ambitious and wants to move up in the world, but he takes this question to heart as the holidays approach. He discovers Robbie'smom, Lucy (Mowry-Housley), is a single parent working hard to take care of her son. The last thingshe needs is anything complicating a very busy schedule, including Adam. As new friendships formand Adam gains a healthy perspective, his reporting changes. He starts covering feel-good storiesabout hometown heroes during the holidays. A romance develops between Adam and Lucy, andLucy lets go of always being so self-reliant as she and Adam draw close. But when Adam's reportingleads to bigger opportunities, he must decide what matters most this holiday season – the bigger jobhe has been longing for or his newfound community, including the love of a boy who thinks of Adamas his hero.Saturday, November 22: Holiday Touchdown: A Bills Love StoryStars: Holland Roden (Teen Wolf), Matthew Daddario (Shadowhunters), Joe Pantoliano (TheSopranos), Tracy Pollan (Law & Order: SVU), Caroline Aron (The Marvelous Mrs. Maisel), SteveSchirripa (The Sopranos), Patti Murin (Mystic Christmas)The Quinns and DeLucas have lived next door to each other for decades in the shadow of HighmarkStadium – the home of their beloved Buffalo Bills. With their longtime friendship rooted in beingproud members of Bills Mafia, the two clans have enjoyed cherished traditions that revolve aroundcheering for their favorite team – especially at the holidays when they celebrate the last home gamebefore Christmas. Pediatric doctor Morgan Quinn (Roden) and the Bills' VP of Stadium DevelopmentGabe DeLuca (Daddario) have been lifelong friends, but Gabe has always held a torch for her – a factobvious to their families (Pollan, Aaron, Schirripa, Murin)...and everyone else who crosses their path.When Morgan learns from her Uncle Tommy (Pantoliano) that someone anonymously helped herfamily get by after he was drafted more than 60 years ago – and that he continues to receive aChristmas gift each year to this day – she decides to find his benefactor and give her uncle aChristmas he'll always remember. Aided by Bills Mafia friends of theirs, Morgan and Gabe worktogether to unwrap the gifter's identity. Along the way, Gabe's love for Morgan deepens and in turn,she begins to see him in a new light though neither is daring enough to admit their feelings.Meanwhile, Morgan's hopes of pulling off her surprise for Uncle Tommy get sacked. That is, untilGabe takes matters into his own hands and uses his connections with the Bills to pull off the surpriseof a lifetime for Morgan and both their families that will make this a Christmas they'll never forget.Cameos: Coach Sean McDermott, Ray Davis, Damar Hamlin, Dion Dawkins, Dawson Knox, ReidFerguson, DeWayne Carter, Joshua Palmer; Jim Kelly, Steve Tasker, Thurman Thomas, ScottNorwood, Andre Reed; Chris Brown; Luke Russert.Sunday, November 23: Melt My Heart This ChristmasStars: Laura Vandervoort (Smallville), Stephen Huszar (The Jane Mysteries)Holly James (Vandervoort), a passionate glassblower striving to establish her artistic identity,dreams of showcasing her creations at the Fern Grove Fair. Despite previous rejections from JackDubois (Huszar), who oversees the entries, Holly finds an unexpected opportunity to assistlegendary glassblower Bianca Bonhomme, to help Jack. Unfortunately, Bianca is struggling with acreative slump and needs help managing her booth. While Holly assists Bianca, she also secretlydisplays her own art under a pseudonym and her vibrant work becomes a surprise hit,overshadowing Bianca's work and challenging the fair's traditional norms. Holly does everything shecan to help Bianca without giving away her identity while also growing closer to Jack, but unfortunately Walter, a news reporter, discovers the mystery and outs Holly, shattering her relationship with both Bianca and Jack. Holly is now forced to pick up the pieces and try to melt themback together.  Watch the show on Youtube - www.deckthehallmark.com/youtubeInterested in advertising on the show? Email bran@deckthehallmark.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Byrne Hobart from The Diff for the monthly book club. They discuss Born to Be Wired, the newly released memoir of John Malone. The conversation explores Malone's strategic mastery, his historical and modern media investments, thoughts on taxation, and media regulation. Andrew and Byrne also reflect on Liberty's recent underperformance, Malone's approach to succession, and the evolving media landscape. They close with a playful debate on the future of CNN, potential Saudi buyouts, and what book to read next. Listeners interested in media, cable, and investing will enjoy this deep exploration of Malone's career and legacy._______________________________________________________[00:00:00] Intro to book and guest[00:02:52] Malone fit for 1980s market[00:04:49] AT&T's dividend inefficiency analysis[00:08:49] Malone's era-optimized strategies explained[00:13:17] Liberty Media's big split strategy[00:16:32] Malone's regulation views criticized[00:22:02] C-SPAN's cable subsidization dynamics[00:24:36] Cable Labs and hostile deals[00:28:01] Media write-offs and strategic bidding[00:34:03] Media titan nostalgia and shifts[00:37:37] Infinite channels end titan era[00:39:04] Greg Maffei's underwhelming portrayal[00:44:13] AI and regulatory survival urgency[00:45:24] Formula One bullishness and strategy[00:50:13] Liberty Global optimism despite history[00:54:31] Timeless themes in cable media[00:56:18] CNN objectivity vs market demand[01:00:17] Halloween book club next picks[01:02:15] Disclaimer and episode wrap-upLinks:Yet Another Value Blog - https://www.yetanothervalueblog.comSee our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

This week, Candi & Victoria bring you a shocking update from a Virginia TPUSA chapter's scheduled event. Plus, hear an exclusive talk by Andrew Walker of Bully Pulpit.If you'd like to deeper, check out these books from Andrew T. Walker: God & the Transgender Debate: https://www.amazon.com/God-Transgender-Debate-Andrew-Walker/dp/1784981788What Do I Say When . . . ?: A Parent's Guide to Navigating Cultural Chaos for Children and Teens:https://www.amazon.com/dp/1433592746/?bestFormat=true&k=what%20do%20i%20say%20when%20andrew%20walker&ref_=nb_sb_ss_w_scx-ent-pd-bk-d_k0_1_18_de

It's a brand-new episode for a brand new Hallmark movie (finally!!!). Brian is here to help us review the newest Hallmark movie, Adventures in Love & Birding.ABOUT ADVENTURES IN LOVE & BIRDINGA single mom agrees to be the partner of a bird enthusiast for a birding competition but misunderstands the assignment and tells everyone she's his new girlfriend instead of just his teammate.AIR DATE & PLATFORM FOR ADVENTURES IN LOVE & BIRDINGSeptember 27th, 2025 | Hallmark Channel / Hallmark+CAST & CREW OF ADVENTURES IN LOVE & BIRDINGRachel Boston as CelesteAndrew W. Walker as JohnBRAN'S ADVENTURES IN LOVE & BIRDING SYNOPSISCeleste loves birds. We know this because she literally stops someone from trimming a tree branch that has a bird in it. She also has a daughter named Morgan.Then we meet John—who also loves birds. We know this because he uses binoculars to look at them. John never finished his PhD, so he's hoping that winning a big birding competition will give him the publicity he needs to finally go full-time with birding. He even thinks birding is cool because, apparently, James Bond likes birds.Celeste's friend overcommits and asks her to fill in as John's partner for the competition. When Celeste realizes John is dealing with his ex—who just so happens to also be competing—she pretends to be his girlfriend. Meanwhile, the competition is a huge deal for John since the prize money could help him start his own business. Celeste asks him to teach her everything about birding, and in exchange, he tags along for a bowling outing and pretends to be her date. That's right—double fake relationship.At the bowling alley, John overhears Celeste's friends saying they don't think he really likes her because he never touches her. So what do they do? They kiss. Big ones.Celeste finds herself not only getting into birds, but also getting into John. She's falling for him for real. And it's clear he's falling for her too—until the big dance. When he won't confirm whether it's a real date and declares it's all just present, Celeste gets frustrated, and leaves early.John realizes he's messed up. So, in true Hallmark fashion, the movie ends with him showing up at Morgan's art show to confess that he stopped pretending a long time ago. They kiss (again, big ones), and he lets her know he's still planning to start that birding business. Watch the show on Youtube - www.deckthehallmark.com/youtubeInterested in advertising on the show? Email bran@deckthehallmark.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Steve Gorelik from Firebird Management for a deep dive into Molina Healthcare (ticker: MOH). Together, they explore the sharp drop in Molina's stock despite its long-standing compounder reputation. Steve outlines how Molina operates as a low-cost Medicaid-focused managed care organization, making it uniquely resilient amid rising medical costs and regulatory challenges. They discuss Molina's competitive advantages, risks tied to healthcare policy, redetermination effects, and its strategic M&A playbook. Tune in to understand why Steve believes Molina remains undervalued and poised to outperform its peers—even as the broader Medicaid sector stumbles.___________________________________________________________[00:00:00] Intro and sponsor mention[00:02:25] What is Molina Healthcare?[00:05:31] Medicaid model and revenue growth[00:06:25] Molina stock chart and July crash[00:07:13] Industry-wide margin compression[00:11:28] Why Steve sees alpha in Molina[00:13:29] ROE vs. cost structure explained[00:15:04] Admin efficiency as competitive edge[00:17:04] Molina's playbook and cost culture[00:20:16] Medicaid redetermination impact[00:24:07] Market share gains amid member losses[00:26:26] What's driving cost inflation now[00:28:44] Will premiums rise to match costs?[00:30:26] Regulatory risks in Medicaid[00:32:19] Medicaid vs. private cost efficiency[00:33:54] Denials, approvals, and outcomes[00:37:50] Molina's denials as cost control[00:40:42] Tender process and doctor networks[00:41:43] What keeps Steve up at night[00:44:41] Acquisitions: model and pipeline[00:47:18] M&A parallels to John Malone[00:48:19] CEO incentives and share ownership[00:50:48] Share buybacks and capital returns[00:51:19] Could Molina be acquired?[00:52:57] Long-term compounding vs. exit[00:53:28] Scooby-Doo investing explained[00:54:23] Wrapping up the conversationLinks:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In this monthly solo episode of Yet Another Value Podcast, host Andrew Walker tackles four wide-ranging themes: Trump's suggestion to change SEC reporting from quarterly to semi-annual filings, Elon Musk's astonishing $1B open market Tesla buy, the potential for alpha from structural market changes, and the fine line between improvement and mindless investing practice. Andrew also shares candid thoughts on investor judgment and the current explosion of meme stocks. Tune in for an honest and reflective breakdown of how macro shifts and investor behavior may be shaping opportunities—and challenges—in today's market.__________________________________________________________[00:00:00] Intro and episode overview[00:01:00] Trump SEC reporting proposal[00:07:00] Structural market change implications[00:12:00] Earnings and options volatility[00:18:00] Impact on quant/pot shop models[00:21:00] Tesla insider buying analysis[00:27:00] Elon vs. other big buys[00:30:00] Historical outcomes of big buys[00:33:00] Thoughts on self improvement[00:35:00] Judging other investors' picks[00:37:00] Wrapping up and reflectionsLinks: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 returning guest Shomik Ghosh for a deep dive into Clearwater Analytics (C-WAN). Known for his detailed research, Shomik breaks down C-WAN's business model, recent acquisitions, valuation metrics, and long-term growth outlook. They explore how Clearwater's sticky, cloud-native platform is disrupting legacy financial systems and what makes its data architecture and integration vision compelling. From insurance to asset management and hedge funds, the conversation unpacks how Clearwater aims to become an end-to-end solution across the investment lifecycle. They also discuss private equity involvement, AI applications, and valuation rationale—providing a well-rounded view of a business undergoing transformation.Trata CWAN transcript: https://www.trytrata.com/cwan_________________________________________________________[00:00:00] Podcast intro and sponsor message[00:02:27] Shomik returns for third time[00:03:27] Clearwater Analytics business overview[00:07:06] Integration of three major acquisitions[00:07:42] Valuation metrics and debt impact[00:11:32] Revenue multiple versus peers[00:15:23] Product stickiness and competitors[00:22:05] Data moat and system advantages[00:26:31] Growth trajectory and market expansion[00:31:00] PE firms and private insurer trend[00:33:10] Board composition and comp concerns[00:38:08] Net retention and rate cut impact[00:42:25] Data integration and system of record[00:45:46] AI efficiencies and investment decisions[00:50:02] DCF valuation and fair price[00:51:55] Episode wrap and final remarksLinks:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

The recent assassination of Charlie Kirk has forced every Christian to confront a sobering question: How do we live faithfully when the culture grows hostile to truth? On this week’s episode of The Narrative, Dr. Andrew Walker joins CCV's Aaron Baer, David Mahan, and Mike Andrews for a candid conversation about Christian ethics in a world that seems determined to abandon them. Dr. Walker doesn’t offer easy answers. Instead, he lays out a framework for courage, clarity, and conviction rooted in Scripture — the kind of framework believers desperately need in moments like this. Before they sit down with Dr. Walker, Aaron and Mike run through this week's news: ✨ One week from today, on Friday, September 26, Allie Beth Stuckey and Pastor Luke Barnett, both friends of Charlie Kirk, will join us for our Cleveland Celebration Gala to honor the life, legacy, and mission of Charlie. ⭐️ CCV's Essential Summit is just around the corner on Thursday, October 2. Featured keynote Willie Robertson shared a special video for Summit attendees.

In this episode of Yet Another Value Podcast, Andrew Walker teams up again with Artem Fokin, head of Caro-Kann Capital, for a deep dive into research tools reshaping modern investing. Originally recorded as a webinar for AlphaSense, they explore how AI and expert call libraries have revolutionized solo and institutional investor workflows. Artem shares how he integrates AlphaSense's newest tools—like Grid and Deep Research—into his diligence process, and the pair compare approaches to conducting and analyzing expert calls. This is a tactical, in-the-weeds discussion on using tech to sharpen your edge.You can see the first podcast with Artem Fokin (Perfecting the investing craft) here: https://www.yetanothervalueblog.com/p/perfecting-the-investing-craft-with__________________________________________________________[00:00:00] Intro and AlphaSense partnership[00:03:43] Focus on investor improvement[00:06:03] Rise of expert call libraries[00:07:53] Expert calls vs AI usage[00:11:31] Sourcing expert interviewees[00:13:19] Determining expert call relevance[00:19:23] Comparing customer and sales views[00:23:52] Bias in former employees[00:30:31] Weighing extreme expert feedback[00:34:01] Best expert screening practices[00:39:40] Switch to AI conversation[00:43:42] Efficiency gains via AI tools[00:44:43] Using AlphaSense Grid effectively[00:51:35] AI for transcript filtering[00:55:22] Deep Research feature walkthrough[00:56:21] Keeping up with new features[00:59:27] Underrated AlphaSense user tip[01:01:34] Closing and final remarksLinks:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

This is The Briefing, a daily analysis of news and events from a Christian worldview.On today's edition of The Briefing, Dr. Mohler discusses the big problems with postponing marriage and answers questions about where to direct anger in the aftermath of Charlie Kirk's murder, if Charlie Kirk was a martyr, and if it is sinful to watch videos of violent crime.Part I (00:14 – 14:15)Postponing Marriage is a Bigger Problem Than You Think: The Delay of Marriage Means Fewer Babies and a Civilizational CrisisThey Put Off Relationships Until They Earned Enough Money by The New York Times (Alexander Nazaryan)Money over love? How finances are affecting romantic relationships by USA Today (Rachel Barber)Part II (14:15 – 22:59)What Do I Do with My Anger Over Charlie Kirk's Murder? — Dr. Mohler Responds to Letters from Listeners of The BriefingA most tragic turning point: The assassination of Charlie Kirk and the call of a generation by WORLD Opinions (R. Albert Mohler, Jr.)Part III (22:59 – 25:33)Was Charlie Kirk a Martyr? — Dr. Mohler Responds to Letters from Listeners of The BriefingA Conversation with Students on the Political Assassination of Charlie Kirk by The Southern Baptist Theological Seminary (R. Albert Mohler, Jr., Andrew Walker, Denny Burk, Dustin Bruce)Part IV (25:33 – 29:06)Was It a Sin for Me to Watch the Video of Violent Crime? Murder? — Dr. Mohler Responds to Letters from Listeners of The BriefingSign up to receive The Briefing in your inbox every weekday morning.Follow Dr. Mohler:X | Instagram | Facebook | YouTubeFor more information on The Southern Baptist Theological Seminary, go to sbts.edu.For more information on Boyce College, just go to BoyceCollege.com.To write Dr. Mohler or submit a question for The Mailbox, go here.

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Franco Chomonalez from Sophon Capital to analyze Thunderbird Entertainment (TBRD). Franco shares why the microcap Canadian animation and media company—trading at just 1.6x EBITDA—fits Sophon's investment criteria. They discuss Thunderbird's three revenue models, its role as a low-cost production partner for Disney, and the competitive advantages stemming from Canadian tax credits. The conversation also explores failed M&A efforts, AI disruption risk, shareholder tensions, and the upcoming TSX uplisting as a potential re-rating catalyst.Sophon Capital's site: https://sophoninvest.substack.com/_________________________________________________________[00:00:00] Andrew introduces Franco and Thunderbird[03:23:00] Franco outlines Sophon's microcap thesis[06:17:00] Overview of Thunderbird's business model[09:54:00] Discussion on Thunderbird's cheap valuation[11:39:00] History of Thunderbird and key players[16:05:00] Studio advantages: tax credits, location[18:07:00] Is Thunderbird's work commoditized?[24:26:00] Disney outsourcing versus in-house strategy[29:36:00] 80%+ IP pitch success rate explained[30:21:00] AI risk: upside and private equity fear[39:32:00] Can AI make animators obsolete?[42:49:00] Why hasn't Thunderbird been sold yet?[47:08:00] Debate: reinvest or return capital[53:59:00] TSX uplisting as a near-term catalystLinks:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

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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

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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.

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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

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