Podcast appearances and mentions of Andrew Walker

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 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. 

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

Joe Hollywood is joined by Imaginos Pete, Andrew Walker and special guest critic Robert Butler to discuss their favorite films from 1985.

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

During Hour 1 Sports 1440's Pre & Post-Game Host Andrew Walker joined the show breaking down the Oilers' 6-1 game three loss. Hosted on Acast. See acast.com/privacy for more information.

The RBA is off and cutting, but what is the outlook for the road ahead? Join Rabobank's Andrew Walker and Daker Pern as they chat with Senior Market Strategist Ben Picton about what is happening in interest rate markets.   RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

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/

During Hour 2 Pre & Post-Game Host Andrew Walker joined the show continuing our breakdown of the Oilers' game four win over Dallas. Hosted on Acast. See acast.com/privacy for more information.

In Hour 2 we were joined by Andrew Walker from Sports 1440's Pre & Post-Game Show and Edmonton Stingers forward Nick Hornsby. Hosted on Acast. See acast.com/privacy for more information.

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 Hour 1 of the program we were joined by Sports1440's Andrew Walker and heard from Edmonton Oilers Connor McDavid and Leon Draisaitl. Hosted on Acast. See acast.com/privacy for more information.

Sports1440's Andrew Walker joined the program to discuss the upcoming Oilers game and Panthers-Hurricanes game one. Hosted on Acast. See acast.com/privacy for more information.

Gus and Thomo discuss all things Origin including the selection of Robert Toia and how it is an “inspired” choice from Billy Slater. Gus blows up at the announcements of the Origin teams and how for years he has been saying it needs to be a special event on a Sunday night. Reece Walsh is in the headlines for a video as Gus discusses the impact of social media and the evolving culture among players. Some great yarns on Andrew Walker, Tommy Radonikous, James Packer and Elton John. Plus, Gus’s tips for Round 12 all thanks to the TAB! 00:00 - Welcome Laurie Daley and NSW Reece Walsh viral video Gus and social media 15:00 - Yes No No Marky Mark’s try is in the conversation for greatest of all time Billy Slater will make changes to his forward pack for kick off The Blues will win at Suncorp again 27:45 - Origin chat Wingers Forwards Backline Robert Toia 47:30 - #AskGus 01:00:00 - Trivia 01:01:00 - Cattledog 01:07:30 - Lachlan Galvin 01:08:45 - Round 12 previewSee omnystudio.com/listener for privacy information.

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

General Fiction: Colton Gentry’s Third Act by Jeff ZentnerSay You’ll Remember Me by Abby JiminezThe Wedding People by Alison EspachThe Love Haters by Katherine CenterTilt by Emma PatteeHow to Age Disgracefully by Clare PooleyThe Second Ending by Michelle HoffmanThe Husbands by Holly GramazioHow to Read a Book by Monica WoodThe Favorites by Layne Fargo Historical Fiction:I Was Anastasia by Ariel LawhonThe Frozen River by Ariel LawhonSecret Life of Violet Grant by Beatriz WilliamsHusbands and Lovers by Beatriz Williams Classics:Emma by Jane AustenThe Count of Monte Cristo by Alexandre Dumas and Auguste MaquetThe Adventure of Huckleberry Finn by Mark TwainJames by Percival EverettAnne of Green Gables by Lucy Maud Montgomery Rom Com:The Rom-Commers by Katherine CenterIs She Really Going Out with Him? By Sophie Cousens Quiet Literature:Fellowship Point by Alice Elliott DarkThe Hand that First Held Mine by Maggie O’FarrellThis Is Happiness by Niall WilliamsNotes on Your Sudden Disappearance by Alison EspachGood Material by Dolly AldertonInstructions for a Heatwave by Maggie O’Farrell Young Adult:Goodbye Days by Jeff ZentnerThe Serpent King by Jeff Zentner Light-Hearted Mystery:Finlay Donovan Digs Her Own Grave by Elle CosimanoThe Most Wonderful Crime of the Year by Ally CarterThe Blonde Identity by Ally CarterWe Solve Murders by Richard Osman Mystery:The God of the Woods by Liz MooreAll the Colors of the Dark by Chris WhitakerBroken Country by Clare Leslie Hall Non-Fiction/Memoir:Be Ready When the Luck Happens: A Memoir by Ina GartenWhat I Ate in One Year by Stanley TucciAll the Beauty in the World: The Metropolitan Museum of Art and Me by Patrick BringleyUnreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect by Will GuidaraThe Backyard Bird Chronicles by Amy TanThe Comfort of Crows: A Backyard Year by Margaret RenklOrdinary Time: Lessons Learned While Staying Put by Annie B. JonesEverything Is Tuberculosis by John GreenTo Light Their Way: A Collection of Prayers and Liturgies for Parents by Kayla CraigParenting Without Panic in an LGBT-Affirming World by Rachel GilsonLiturgy of the Ordinary by Tish Harrison Warren Middle Grade:Bad Badger: A Love Story by Maryrose WoodThe Next Great Jane by K.L. GoingThe Elephant in the Room by Holly Goldberg SloanThe Book Scavenger Series by Jennifer Chambliss BertmanThe Incorrigible Children of Ashton Place Series by Maryrose Wood Check Out From Our Library:Books:Skymar Series by Pepper BashamThe Summer of Yes by Courtney WalshTimeless Series by Gabrielle MeyerThe Perfect Rom-Com by Melissa FergusonMeet Me in the Margins by Melissa FergusonMurphy Shepherd Series by Charles MartinThe Extraordinary Death of Mrs. Kip by Sara Brunsvold Authors:Courtney WalshPepper BashamGabrielle MeyerMelissa Ferguson New Books We Are Excited About:Steeped in Stories by Mitali PerkinsTim Keller on the Christian Life by Matt SmethurstTrembling Faith by Taylor TurkingtonJoyful Outsdiers by Patrick MillerFaithful Exiles by Ivan MesaWhat Do I Say When…? by Andrew Walker and Christian Walker

Sports1440's Andrew Walker joined us to discuss the Oilers Game 5 win. Hosted on Acast. See acast.com/privacy for more information.

In Hour 1 of the show we were joined by Sports1440's Andrew Walker and heard from Edmonton Oilers goalie Stuart Skinner. Hosted on Acast. See acast.com/privacy for more information.

In this May 2025 edition of Yet Another Value Podcast, host Andrew Walker shares a range of thoughts in his monthly solo ramble. He opens with macro commentary on market resilience post-"Liberation Day" and ongoing CEO uncertainty. He transitions to the role of AI in investing, using analogies from sports to explore how AI may alter investor success profiles. Andrew dives into how management teams' sales skills can mislead investors and shares his growing skepticism from biotech engagements. The episode closes with reflections on how personal preferences influence investing decisions and a detailed breakdown of how sunk costs and overhead can erode biotech value.______________________________________________________________________[0:00:00] Podcast intro and episode preview.[0:02:02] Corporate governance discussion overview.[0:03:22] Host introduction and podcast growth.[0:04:16] Topics: market, AI, management, products.[0:05:09] Market reaction since Liberation Day.[0:07:26] CEO uncertainty and delayed investments.[0:11:44] Complacency, speculative vs. cyclical sectors.[0:12:22] AI as knowledge enhancer for investors.[0:14:01] AI and sports analogies for change.[0:18:46] AI impacting future investor skillsets.[0:22:05] Management interviews and AI impact.[0:25:24] Trusting vs. over-trusting management teams.[0:31:44] Selling skills of management vs. investors[0:34:09] Viral products and parsing endorsements.[0:38:32] Disliking a product but buying stock.[0:42:20] Balancing personal preferences with investing.[0:44:00] Management and sunk costs in biotech.[0:53:44] Overhead expenses distort trial economics.[0:57:27] Wrap-up: biotech, books, and future episodes.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 Cliff Sosin of CAS Investment Partners for his second appearance. Known for his concentrated, long-term investing approach, Cliff discusses the unique characteristics of Carvana's lending model, the intricacies of subprime finance, and why he believes Carvana's comeback story deserves a closer look. The conversation explores Cliff's investment philosophy, alternative data use, and risk management, while diving deep into market misconceptions around subprime lending, inventory valuation, and self-driving cars. Tune in for a data-rich breakdown of one of the market's most discussed turnarounds.Links:YAVP with Aaron Chan on CVNA: https://www.yetanothervalueblog.com/p/recurve-capitals-aaron-chan-on-theCAS Investment Partners - ⁠https://www.casinvestmentpartners.com/⁠Yet Another Value Blog - ⁠https://www.yetanothervalueblog.com⁠ See our legal disclaimer here: ⁠https://www.yetanothervalueblog.com/p/legal-and-disclaimer⁠_______________________________________________________[00:00] Intro to the podcast and guest, Cliff Sosin[01:38] Cliff on his podcast return[00:02:11] Cliff reflects on past public exposure[00:05:26] Cliff's focus in subprime and securitizations[00:12:17] Carvana's lending model and performance vs peers[00:24:29] Alt data, trading signals, and Carvana[00:30:58] Evolution of Carvana's operational resilience[00:34:03] What keeps Cliff up at night about Carvana [00:38:11] Risks from used car market decline[00:40:08] Potential disruption from low-cost EVs[00:47:00] Threat of autonomous vehicles[01:01:50] Stanford, Google, and Carvana[01:10:10] Tail Risks[01:13:00] Getting better with expert networks[01:18:00] My trite Cliff saying[01:19:00] What is Cliff researching now

In this episode, Zach sits down with friend and colleague Andrew Walker, Director of Industry Communications at GMAC, to unpack the latest insights from the 2025 Prospective Students Survey. They dive into what 5,000 prospective business school candidates around the world are thinking about today — from the growing demand for hands-on AI experiences to the rising importance of human skills, like grit and adaptability. You'll hear why more candidates are prioritizing ROI over program rankings, how financial planning is evolving, and why in-person programs are making a surprising comeback. Whether you're actively applying, just starting to explore your options, or simply curious about what's shaping the future of graduate management education, this conversation offers data-backed insights and practical takeaways you won't want to miss. Takeaways: 46% of business school candidates prioritize AI experiences in their curriculum. Employers value human skills like emotional intelligence and adaptability alongside technical skills. Cost remains a significant barrier for candidates considering business school. Only 29% of candidates prioritize program rankings first when researching schools. Candidates are increasingly looking for direct information from school websites, not AI. The MBA remains the most preferred degree, but interest in business master's programs is growing. Candidates prefer full-time in-person programs over hybrid or online formats post-pandemic. Financial aid is becoming a more significant part of funding education for candidates. Candidates are considering a multi-dimensional approach to their return on investment from business school. Chapters: 01:04 - What is the Prospective Students Survey? 03:00 - The Role of AI in Business Education 07:28 - Financial Considerations for Business School Candidates 11:49 - The Importance of Program Rankings 15:43 - Shifting Preferences in Business Degrees 18:09 - Program Delivery Formats and Trends 22:23 - Key Takeaways and Future Insights

In this episode of the Yet Another Value Podcast FinTwit Book Club, Andrew Walker is joined by Byrne Hobart of The Diff to discuss Clashing Over Commerce, a sweeping political and economic history of U.S. trade policy. Against the backdrop of current debates on tariffs, they explore how deeply tariffs shaped American politics, the surprising economic nuance found in 19th-century policy, and the recurring tensions between protectionism and free trade. From supply chain shifts to presidential power dynamics, they unpack what history might tell us about today's trade decisions—and what it doesn't.______________________________________________________________________Chapters[00:00:00] Introduction to the episode and the featured book, Clashing Over Commerce[00:03:33] Byrne Hobart on why reading the book made him feel better about modern tariffs[00:07:08] The role of modern supply chains in shaping today's trade complexity[00:10:52] Reflections on historical perspectives: agrarian vs. industrial interests[00:14:41] How lobbying and special interests shaped tariff legislation[00:19:30] The political economy of tariffs from the Civil War to the Gilded Age[00:25:22] Evolution of U.S. revenue sources and tariff enforcement mechanisms[00:30:48] Historical voting patterns and their echoes in recent trade policy[00:35:19] Shift of tariff authority from Congress to the executive branch[00:40:51] Modern-day political identity vs. regional trade interests[00:45:37] How tariffs function as economic handouts or job guarantees[00:50:44] Presidential comparisons and the rhetorical lineage of tariff advocacy[00:55:28] Historical trade-offs in trade deals: from Britain to banana imports[01:00:16] The legacy of statehood as a political tool for tariff influence[01:03:33] Critiques of the book: length, editing, and lack of a strong conclusion[01:08:49] Final thoughts on the enduring impact of tariffs on U.S. political systemsLinks:Alphasense activism webinar: https://go.alpha-sense.com/wb-imp-genai-fs-yavp-inside-boardroom/?utm_source=pt_YAVP&utm_medium=sponsored&utm_campaign=WB_DG_04-21-25_IMP-GENAI_FS_Yavp-Inside-BoardroomThe Diff Newsletter - https://www.thediff.co/ Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

Kyle Walker, all'anagrafe Kyle Andrew Walker, è nato il 28 Maggio del 1990 a Sheffield. Il 28 Maggio, 21 anni dopo il 28 maggio 1969 la notte del secondo trionfo europeo del Milan al Bernabeu di Madrid, 4-1 contro l'Ajax del giovane e futuro Profeta del gol Johan Cruyff. Kyle Walker è nato il 28 maggio 1990, 23 anni prima della finale tutta italiana di  Champions League vinta ai rigori contro la Juventus al centro del Teatro dei Sogni, l'Old Trafford di Manchester. Il Milan nel destino di una storia che andiamo a scoprire nella nuova puntata del nostro podcast.

In this episode of Yet Another Value Podcast, host Andrew Walker shares a webinar conversation with Thomas Li, CEO and co-founder of Daloopa, diving into how AI is transforming the workflows of fundamental investors. They explore real-world applications across hedge funds and investment banks, highlighting both the promise and current limitations of large language models in financial analysis. From note synthesis to risk modeling and center book evaluations, Thomas outlines the practical realities of AI implementation, discusses adoption across firm sizes, and explains how contextual data—not just algorithm quality—is becoming the differentiator. Whether you're a solo analyst or part of a multi-manager platform, this episode offers a grounded perspective on where AI in finance is heading.____________________________________________________________[00:00:00] Andrew introduces the episode as a repost of a webinar with Daloopa on AI and investing.[00:01:58] Thomas Li outlines AI's strength in generating language vs. processing structured financial data.[00:06:43] Discussion on practical AI use cases like cross-referencing notes with earnings calls.[00:10:12] Andrew asks how to structure analyst notes for better AI input and efficiency.[00:12:38] Comparing large pod shops and long-only firms in terms of AI adoption and internal tools.[00:17:34] Why foundational models are commoditized and context is key to AI application value.[00:22:18] The crowding factor as a risk vector and how pod shops hedge against it.[00:29:01] Generating alpha today: human edge through timing, perception, and behavioral insight.[00:35:07] Long-term value of internal data and modeling analyst performance over time.[00:41:49] How AI might evolve: foundational models vs. application layer as the value driver.[00:46:22] Adoption outlook—AI use is growing, but nuanced finance problems slow full automation.[00:52:14] Importance of internal champions (agency) to drive meaningful AI integration.[00:57:30] Center books at pod shops use AI to backtest and analyze analyst effectiveness.[01:02:40] Closing thoughts on AI's trajectory and data as the real moat for firms.Links:Daloopa: https://daloopa.com/yavp See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In this month's episode of Yet Another Value Podcast, host Andrew Walker goes solo with his April Ramble, recorded just before a whirlwind travel schedule kicks off. He opens with an update on KROS, a position he's long, discussing the company's surprising move to evaluate strategic alternatives and what it reveals about investor skepticism in the busted biotech space. Andrew continues with a candidcritique of the biotech sector's structural inefficiencies, urging investors to push harder on corporate governance rather than avoid the "activist" label. From there, he explores how stock-based compensation can become more damaging when share prices fall and reflects on the mental and strategic discipline needed in volatile markets. He closes with thoughts on AI's evolving role in investment research and the importance of continuously improving one's toolkit. ___________________________________________________________ [00:00:00] Marketvolatility and initial thoughts on KROS[00:02:11] KROSstrategic alternatives announcement and investor response[00:03:25] Marketskepticism despite positive news at KROS[00:04:38]Encouraging shareholder engagement during the KROS review period[00:05:09]Ongoing biotech investments and calls for rationalization[00:06:25]Hesitancy from institutional investors to go activist[00:08:02]Challenges in pursuing activism and protecting future deal access[00:08:54] Thebroken incentives in biotech's current market environment[00:10:22]Thoughts on stock-based compensation and company dilution[00:12:48] Howdeclining stock prices magnify dilution effects[00:14:06]April's turbulent market dynamics and investor behavior[00:15:13]Importance of maintaining process and staying focused[00:16:39]Evaluating portfolio risk/reward in volatile markets[00:17:23]Spotting opportunities through environmental changes like tariffs[00:20:06] Theimportance of staying in research mode during swings[00:21:17]Shifting focus to long-term projects when markets are too noisy[00:22:49]Leveraging AI for research efficiency and insights[00:24:41] Finalthoughts on adopting AI and its growing importance in investing[00:25:53]Preview of Andrew's upcoming vacation and travel plans[00:26:27]Closing remarks and looking ahead to next month  Links:See our legaldisclaimer 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

In this episode of Yet Another Value Podcast, host Andrew Walker returns for a solo discussion on Keros Therapeutics (KROS), a biotech firm navigating a dramatic fall from grace. Once buoyed by hopes for its leading drug Cybo (KER-012), KROS is now reeling from halted trials and a steep drop in share price. Andrew lays out the case for why this company, despite setbacks, may still hold considerable value. He explores KROS's licensing deal with Takeda, their significant cash reserves, and questions surrounding its future direction. Calling on shareholder alignment and corporate governance, Andrew challenges listeners to consider whether KROS is veering into zombie biotech territory—or poised for a smart pivot.Stat+ article on zombie biotechs and Sutro: https://www.statnews.com/2025/03/19/sutro-bio-biotech-luvelta/Chapters:[00:00:00] Sponsor and Intro[00:03:00] Recap of Sage Pharmaceuticals as a case study in shareholder value.[00:04:48] Introduction to KROS and its recent setbacks, including Cybo's trial halt.[00:05:05] Defining the “zombie biotech” phenomenon and why it matters.[00:08:21] Misaligned incentives between management and shareholders in troubled biotechs.[00:10:04] Why KROS's partnership with Takeda could be its most valuable asset.[00:13:14] Review of KROS's three main drugs: Cybo, 065, and 050 (licensed to Takeda).[00:14:55] Risk-adjusted value potential of KROS's royalties from Takeda deal.[00:17:01] Mixed data from 065 and skepticism from analysts.[00:18:09] Potential but doubtful value remaining in Cybo post-trial shutdown.[00:18:40] KROS's massive cash balance vs. market cap and implications for shareholder returns.[00:20:05] Breakdown of 2023 overhead and burn rate concerns.[00:21:53] Call for drastic cost cuts and corporate reevaluation.[00:23:36] Analysis of board alignment and concern over lack of urgency.[00:25:44] Why KROS no longer needs a science-heavy board.[00:28:44] Shareholder engagement as a tool to prevent value destruction.[00:31:33] Encouragement for listeners to contact the board and advocate for value-maximizing outcomes.Links: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 Marc Chalfin of Windward Capital to discuss Turtle Beach. Known for its gaming headsets and peripherals, Turtle Beach is at the center of a compelling capital allocation story. Marc outlines why the company's recent PDP acquisition, aggressive buyback strategy, and positioning ahead of the Nintendo Switch refresh and GTA VI release create a rare opportunity. He also breaks down the company's corporate turnaround, supply chain adjustments, and potential paths to a strategic or private equity exit. If you're following gaming or capital discipline stories, this one's for you.______________________________________________________________________[00:01:29] Marc Chalfin shares an update on Groupon and transitions to Turtle Beach[00:02:23] Introduction to Turtle Beach's business model and market share in gaming peripherals[00:03:58] Market size, product dominance, and recent analyst coverage[00:05:46] Chalfin discusses the history of Turtle Beach, Donerail's involvement, and management changes[00:10:01] Operational struggles from supply chain issues and lack of gaming software[00:11:30] Strategic acquisition of PDP and importance of Nintendo licensing[00:13:03] Financial upside: EBITDA expansion potential, buybacks, and capital structure[00:16:38] Addressing the commoditization concern in gaming hardware[00:18:02] Peer comparisons with Logitech and Corsair[00:20:20] Philosophy on capital allocation and shrinking the share count[00:23:09] Tariff headwinds and Turtle Beach's supply chain response[00:25:28] Catalysts: Nintendo Switch refresh and GTA VI as revenue drivers[00:27:34] Chalfin explains the buyback slowdown and loan covenants[00:29:53] Long-term guidance and thoughts on sustainable revenue growth[00:31:21] Endgame scenario: strategic sale or private equity exit[00:36:28] Risks: liquidity and execution on buybacks[00:40:11] Timing of potential buybacks and views on tender offer strategy[00:43:27] Closing thoughts on alignment with management and capital return strategyLinks:Windward Capital: https://www.windwardmg.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 Adam Patinkin of David Capital for his third appearance—this time for a much-requested update on British homebuilder and regeneration specialist Vistry (RY). Adam originally laid out a bold thesis in early 2024 that Vistry's transition to a pure-play partnerships business could mirror the NVR success story. But after a string of profit warnings and a collapsing share price, listeners wanted answers. Adam walks through what went wrong, why the company's current valuation doesn't match its fundamentals, and why David Capital doubled its position. The discussion probes management credibility, capital allocation, and how UK government policy is now aligning with Vistry's strategy.______________________________________________________________________[00:00:00] Intro and sponsor message for upcoming AI & finance webinar [00:00:40] Andrew welcomes Adam Patinkin for a follow-up discussion on Vistry [00:01:29] Context and disclaimer before discussing UK-listed stock Vistry [00:02:18] Adam gives a quick overview and update on Vistry's journey in 2024 [00:02:58] Explanation of David Capital doubling their position in Vistry [00:03:59] The original investment thesis in Vistry: value plus catalyst approach [00:04:51] Breakdown of Vistry's two segments: partnerships vs. housebuilding [00:06:58] Thesis: Transition to a pure-play partnerships business [00:08:34] Discussion on profit warnings and their impact on investor sentiment [00:10:13] Details of Vistry's missteps and housebuilding write-downs [00:12:29] Analysis of the market's reaction to one-time losses [00:15:29] Third warning due to delayed land sales and management's response [00:16:34] Clarification of misunderstandings around ongoing losses [00:17:57] Adam frames the four-part thesis and which parts still hold [00:19:09] Reaffirmation of medium-term targets for partnerships [00:20:54] Discussion on pace of housebuilding exit and management's actions [00:23:34] Ongoing share buybacks and potential for expansion [00:24:37] Breakdown of customer segments in the partnerships business [00:26:19] UK government's budget and policy impact on affordable housing [00:31:14] Overview of supportive labor government housing initiatives [00:35:05] Cash flow expectations from capital employed reduction [00:36:29] Valuation commentary and mispricing opportunities [00:37:54] Assessment of credibility and investment upside [00:41:51] Discussion on net debt figures and transparency [00:43:40] Capital structure comparisons with other builders [00:46:21] Considerations around lower buybacks vs. future flexibility [00:49:10] Why Vistry still represents compelling value despite concerns [00:52:08] Differentiating Vistry from UK housebuilder peers [00:55:05] Clarification of the NAV not falling due to deferred land sales [00:57:21] Framing margin of safety by cash flows rather than asset base [00:59:54] Summary of company positioning, tailwinds, and outlook Links:Daloopa Webinar: daloopa.com/yavwebinarDavid Capital: https://davidpartners.com/See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

Lent is a time for reflection and reorientation toward Jesus. Good music can help us with both of these things. Today I get to talk with singer-songwriter Sandra McCracken about the practice of Lent and how hymns can help us face our humanity and bring it all to Jesus.    Summit Ministries' 12-day Student Conferences are for young adults who refuse to settle. It's for those ready to take risks, ask big questions, and push past what's comfortable. There, you'll find friends who understand and mentors who will help you discover what it truly means to live with purpose. Register for Student Conferences using code STRONG25 for $200 off. Go to summit.org/promotions/strong women.   The Colson Center will be in Greenville, South Carolina on Thursday, April 3rd for its next Breakpoint Forum Live! My husband John Stonestreet will be speaking, along with Dr. Katie McCoy and Dr. Andrew Walker. The topic for the evening is, “A New Sexual Revolution: Living as Image Bearers, Male and Female.” Our culture today is confused about what it means to be male and female because it's lost sight of what men and women are for. God's Word tells us that God created men and women to bear His own image in the world. Join us for this event to learn how to recover a Christian vision for living as embodied, male and female image bearers of God before a watching world. This is a free event, but spaces are limited. Secure your spot by registering today at colsoncenter.org/greenville.   The Strong Women Podcast is a product of the Colson Center which equips Christians to live out their faith with clarity, confidence, and courage in this cultural moment. Through commentaries, podcasts, videos, and more, we help Christians better understand what's happening in the world, and champion what is true and good wherever God has called them.  Learn more about the Colson Center here: https://www.colsoncenter.org/   Visit our website and sign up for our email list so that you can stay up to date on what we are doing here and also receive our monthly journal: https://www.colsoncenter.org/strong-women    Join Strong Women on Social Media:   https://www.facebook.com/StrongWomenCC  https://www.facebook.com/groups/strongwomencommunitycc/  https://www.instagram.com/strongwomencc/  https://linktr.ee/strongwomencc     

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

Watch on Philo! - Philo.tv/DTH Andrew Walker is back! We loved getting to catch up on the past couple of years - Andrew's travels, his many Hallmark projects, that time we didn't invite him to eat Philly Cheesesteaks with us. Catch The Reluctant Royal on Hallmark Channel - 3/8 @ 8:00pm EST

The conservative Alternative for Germany party gains momentum, states rethink no-fault divorce, and caring for holocaust survivors. Plus, Andrew Walker on the need for spiritual renewal, beavers lend a hand, and the Tuesday morning newsSupport The World and Everything in It today at wng.org/donate.Additional support comes from Dordt University. Student musicians at Dordt enjoy opportunities to discover, develop, and share the gift of music and bring glory to God – until all is made new.From The Joshua Program at St. Dunstan's Academy in the Blue Ridge Mountains: work, prayer, and adventure for young men. stdunstansacademy.orgAnd from Compelled Podcast. Ron Husband was a legendary Disney animator. Before that, he explored UFOs, lost cities, and Jesus. CompelledPodcast.com

Segment 1: • "Politics aren't everything, but they're also not nothing." • Dr. Andrew Walker suggests that restraining evil requires power—do we agree? • Not all Christians will land on the same page politically—how do we balance this? Segment 2: • America is more secularly liberal than ever—what does this mean for believers? • Gospel opportunities are increasing as cultural confusion grows. • Greg Gifford and Fortis want to engage in university ministry—how can we reach students? Segment 3: • Illinois church sparks outrage with a controversial immigration billboard. • "Heaven has strict immigration laws, Hell has open borders"—was this a good strategy? • Does boldness in messaging sometimes work against the Gospel? Segment 4: • Churches housing illegal immigrants—is this biblical or overstepping authority? • God isn't against immigration, but He does have conditions. • How should the Church advocate for immigrants while staying faithful to Scripture? ___ Thanks for listening! Wretched Radio would not be possible without the financial support of our Gospel Partners. If you would like to support Wretched Radio we would be extremely grateful. VISIT https://fortisinstitute.org/donate/ If you are already a Gospel Partner we couldn't be more thankful for you if we tried!

More hostages return home, Sam Brownback reflects on international religious freedom, and the crisis in air traffic control. Plus, Andrew Walker on loving our neighbors, a competition for stag-calling, and the Tuesday morning newsSupport The World and Everything in It today at wng.org/donate.Additional support comes from Pensacola Christian College. Academic excellence, biblical worldview, affordable cost. go.pcci.edu/worldFrom Ridge Haven Camp and Retreat Centers in Brevard, North Carolina, and Cono, Iowa. Camp and year-round retreat registrations at ridgehaven.orgAnd from Dordt University, offering thoughtful reflections on engaging with the modern world through a Christian lens. dordt.edu/inallthings