Podcast appearances and mentions of Andrew Walker

In this episode of Yet Another Value Podcast, host Andrew Walker shares a keynote Q&A from the Showcase Vegas event with returning guest Artem Fokin of Caro-Kann Capital. Artem breaks down his concept of “superpowers” in investing—an individual's unique edge based on comparative advantage—and how it shapes portfolio decisions. The discussion extends into sell discipline, including identifying when a thesis is broken and handling emotional pitfalls during drawdowns. Artem also touches on evaluating management teams, international microcap investing, and the psychological toll of investing for a living. The conversation is a practical dive into staying grounded and focused amid the volatility of markets.______________________________________________________________________[0:00:00] Intro & sponsor message.[0:02:45] Andrew introduces Artem.[0:03:45] Defining investment 'superpower'.[0:05:08] Artem's investing superpower explained.[0:06:30] Identifying others' superpowers.[0:08:15] Matching skills to stock selection.[0:09:30] Using expert calls effectively.[0:10:55] Selling stocks on thesis change.[0:13:46] Holding through macro noise.[0:15:12] Assessing management capability.[0:17:30] Micro vs. large cap dynamics.[0:19:30] International vs. US investing.[0:23:10] Mental resilience in investing.[0:26:00] Avoiding emotional decision-making.[0:30:00] Balancing fund and personal finance.[0:33:00] Final thoughts and close.Links:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In this episode of Yet Another Value Podcast, host Andrew Walker interviews the first-year Columbia MBA team who unanimously won the 18th Annual Pershing Square Challenge with their investment thesis on Carlisle Companies (CSL). The team—Tuan, Dimitry, and Erik—shares their detailed research into the commercial roofing giant, exploring its competitive moats, sticky customer relationships, management alignment, valuation framework, and opportunities for expansion. They discuss their firsthand trade show research, unique insight into labor dynamics, and responses to key concerns like cyclicality and pricing power. The conversation also covers the company's history, recent transformation, and what could keep an investor up at night.You can find the team's CSL pitch deck here: https://www.dropbox.com/scl/fi/mn4ib4897o8gfpgdzs03c/CSL-US-Carlisle-Pershing-Square-Challenge-Presentation_YAVB_Abridged.pdf?rlkey=ck47pu6samrrnctwlfyr536hc&e=1&st=nj9zt415&dl=0______________________________________________________________________[00:00:00] Intro to podcast and guests[00:02:44] Guest introductions and backgrounds[00:05:35] Overview of Carlisle Companies[00:08:32] Pitch background and idea process[00:13:03] Unique research: trade show visits[00:19:28] Carlisle's competitive advantages[00:24:58] Sticky customer and contractor base[00:30:00] Valuation and IRR framework[00:35:14] Management's strategy and alignment[00:42:07] Target 2030 growth breakdown[00:46:20] QXO, Beacon, and distribution impact[00:52:22] Risks and margin sustainability[00:54:28] Potential new entrants: Berkshire risk[00:56:33] Labor shortages and benefits[01:00:17] Leverage and capital allocation debate[01:02:56] Final reflections and thank yousLinks:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

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

Joe Hollywood is joined by Imaginos Pete, Andrew Walker and special guest Luc Poirier of the Michigan Film Network. The guys talk about movies made in Michigan and the impact of the film incentives.

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

During Hour 4 Sports 1440's Pre & Post-Game Host Andrew Walker joined the program teeing up game six between the Oilers and Kings. Hosted on Acast. See acast.com/privacy for more information.

Joe Hollywood is joined by Imaginos Pete and Andrew Walker to talk about this history of CGI in film and the pros and cons of using computer generated imagery.

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

During Hour 1 Sports 1440's Pre & Post-Game Host Andrew Walker joined the program dissecting the Oilers game one loss in LA. Hosted on Acast. See acast.com/privacy for more information.

Joe Hollywood is joined by Imaginos Pete, Andrew Walker and special guest critic Robert Butler to pay tribute to Val Kilmer and discuss our favorite movies of 1995.

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

During Hour 1 Andrew Walker, Host of Sports 1440's Pre & Post-Game Show, joined the program breaking down the Oilers' loss to the Kings. Hosted on Acast. See acast.com/privacy for more information.

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

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mordechai, head of Focus Capital Advisers, for his third appearance. They unpack what Mordechai calls the greatest acquisition of all time—Valeura Energy's buyout of Gulf of Thailand oil assets. The two deals, acquired at rock-bottom prices, now generate more than their cost in monthly free cash flow. Mordechai explains theasset's unusual geology, the long-tail economics of its reserves, and why the market still doesn't get it. They also cover decommissioning liabilities, NAV versus market cap, and how management might pull off more high-conviction deals in the future.______________________________________________________________________[00:01:14]Introduction to Mordechai and his advisory work[00:03:18]Overview of Valeura Energy and its asset transformation[00:04:38]Initial acquisition of the Wassana oil field from bankruptcy[00:07:06]Financials and economics of the Wassana deal[00:08:37]Comparison of Thailand offshore to domestic offshore assets[00:12:15] Uniquereserve dynamics in the Gulf of Thailand[00:17:08] Secondacquisition: Mubadala's Gulf assets and deal terms[00:20:00] Whythe Mubadala acquisition defies logic[00:24:14]Background on how Valeura got such a favorable deal[00:27:02] Whydeals done during peak 2022 oil prices still look brilliant[00:30:50] Whythe market hasn't fully caught on to Valeura's upside[00:33:49]Variance between reported reserves and economic field life[00:39:13] Datashowing reserve replacement outpaces depletion[00:42:56]Concession expiration and risks around renewal[00:46:56] NAVanalysis and investor skepticism[00:50:26]Updates on decommissioning costs and projections[00:51:50]Operational improvements and field efficiencies[00:53:04]Organic growth through field development and platform expansion[00:57:32]Upcoming catalysts and appraisal-based expansion opportunities Links:Focus CapitalAdvisors: https://focuscapitaladvisers.com/homeSee our legaldisclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In Hour 1 we were joined by Andrew Walker from Sports 1440's Pre & Post-Game Show and heard from Oilers' defenseman Jake Walman. Hosted on Acast. See acast.com/privacy for more information.

During Hour 1 Sports 1440's Pre & Post-Game Host Andrew Walker joined the show recapping the Oilers' win in Vegas. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Yet Another Value Podcast Monthly Book Club, host Andrew Walker is joined by Byrne Hobart, author of The Diff newsletter, to discuss Diary of a Very Bad Year: Confessions of an Anonymous Hedge Fund Manager. The conversation explores the book's candid insights from a hedge fund manager navigating the 2008 financial crisis. Andrew and Byrne dig into the accuracy of predictions made in real time, the psychology of uncertainty, and the relevance of past financial mistakes to today's AI boom and private credit landscape. This is a thoughtful discussion on expertise, misallocation, and financial memory—both personal and systemic.This month's book on amazon: https://amzn.to/4hUNk8sChapters:[0:00] Introduction + Episode sponsor: AlphaSense[2:00] Overview of Diary of a Very Bad Year: Confessions of an Anonymous Hedge Fund Manager[12:00] Bubbles through a misallocation of resources lens[22:35] History rhymes / Predictions in the book[35:45] Tariffs today versus housing in 2005[45:00] Misallocation of resources if AI is a bubble[56:00] Druckenmiller's Argentinean betToday's sponsor: AlphaSense; Try it free today at alpha-sense.com/YAVPThis episode is brought to you by AlphaSense—the market intelligence platform I rely on for faster, deeper insight.If you've used platforms like Tegus, you'll feel right at home—but AlphaSense takes it further. With over 150,000 expert call transcripts and 450 million+ premium documents, it's become my go-to resource for both qualitative and competitive research.And now, with Generative AI tools like Gen Search and Gen Grid, AlphaSense makes it easier than ever to accelerate your workflow. Gen Search lets you ask natural-language questions—like “What's driving margin pressure in semis?”—and instantly surfaces answers pulled from expert calls, earnings transcripts, filings, and more.Gen Grid takes it a step further—automating repeatable workflows by applying multiple prompts across dozens of documents at once. It delivers clean, table-format answers like sales trends, macro commentary, or pricing signals—all with clickable citations so you can trace insights directly to the source.Whether you're digging into a company, comparing peers, or parsing 10-Ks at scale, AlphaSense gives you a speed and depth advantage. Try it free today at alpha-sense.com/YAVP and experience the future of research.See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In Hour 1 we were joined by Sports 1440's Pre & Post-Game host Andrew Walker and our Friday co-host, former CFLer Eddie Steele. Hosted on Acast. See acast.com/privacy for more information.

During Hour 1 Sports 1440's Pre & Post-Game host Andrew Walker joined the show recapping the Oilers' OT loss to Winnipeg. Hosted on Acast. See acast.com/privacy for more information.

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     

Send us a textGrab a cup of tea and settle in—this week, we're diving into Hallmark's latest royal rom-com lineup! From a Bostonian princess forced into an arranged marriage to a Philadelphia mechanic discovering his inner Duke, we're ranking, reviewing, and royally roasting all the tiara-worthy momentsWhich leading lady stole the show? Did the fairy-tale romances actually deliver? And why did one merry-go-round scene have us more nervous than enchanted? Join Eric and Andrea as they break down the charm, the clichés, and the undeniable star power of Mallory Jansen, Andrew Walker, and Nicole Sakura

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

During Hour 1 Andrew Walker from Sports 1440's Pre & Post-Game Shows joined the program breaking down the Oilers' loss in Buffalo. Hosted on Acast. See acast.com/privacy for more information.

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

During Hour 1 Sports 1440's Pre & Post-Game Host Andrew Walker joined the show recapping the most recent loss of the Oilers' current five game streak. Hosted on Acast. See acast.com/privacy for more information.

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!

In today's episode of the Yet Another Value Podcast, Host, Andrew Walker, shares his thesis and presentation on Sage Therapeutics, Inc. (NASDAQ: SAGE), a biopharmaceutical company committed to pioneering solutions to deliver life-changing brain health medicines, so every person can thrive.For more information and to subscribe to the Yet Another Value Substack, please visit: https://www.yetanothervalueblog.com/Disclosure: long SAGEChapters:[0:00] Episode sponsor: Alphasense[3:21] Introduction - passive vs. active investing[7:32] Overview of $SAGE and why its interesting to Andrew: passive owners in the company, shareholder engagement[13:40] Biogen offer (rejected by Sage) - what happened[17:34] Expert call with OBGYN (thank you, Alphasense!)[21:38] Board needs to weigh opportunity cost of cash burn and options[25:49] Shareholder engagement and IRWD cautionary tale / SAGE board and management compensation[30:54] Biogen / Sage merger - why it makes sense and final thoughtsToday's sponsor: AlphasenseIf you're unfamiliar with AlphaSense, it's a market intelligence platform with the world's premier library of proprietary expert insight. For years now, I've used Tegus for their expert call transcript library, and with AlphaSense's acquisition, the depth and breadth of market research content available has expanded significantly.Why I chose AlphaSense? Unparalleled expert insights—access 150,000+ proprietary expert transcripts, growing by 6,000 per month, covering 24,000+ public and private companies. Comprehensive market intelligence—search 450M+ documents, including company filings, analyst research, expert interviews, and more, all connected for deeper analysis.AI-powered research at scale—complete qualitative research 5-10x faster with advanced generative AI, delivering instant, high-confidence insights. Start your free trial now at: https://www.alpha-sense.com/yavp/

On today's program: Meg Kilgannon, FRC's Senior Fellow for Education Studies, comments on the Kansas legislature's override of the governor's veto of the Help Not Harm Act, the Department of Education's Office for Civil Rights investigation into

During Hour 4 Sports 1440's Pre and Post-Game Host Andrew Walker joined the show talking Four Nations Faceoff, Oilers, and Super Bowl. Hosted on Acast. See acast.com/privacy for more information.

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

In today's episode of the Yet Another Value Podcast, Host, Andrew Walker, shares his thesis and presentation on the YAVB 2025 Idea of the Year: Full House Resorts $FLL, owns, leases, develops and operates gaming facilities throughout the country. For more information and to subscribe to the Yet Another Value Substack, please visit: https://www.yetanothervalueblog.com/ Disclosure: long FLL Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:35] Introduction to the Idea of the Year of 2025 [3:07] Quick overview of YAVB Idea of the Year: Full House Resorts $FLL and how to win at regional gaming case study [18:11] Why $FLL interesting/unique opportunity to Andrew [23:38] Why did $FLL invest in Chamonix [25:52] $FLL portfolio casino: American Place [28:22] Upside / what are we playing for [30:39] Why does the $FLL opportunity exist [36:06] The new markets already ramping: American Place and Chamonix [40:53] Risks: Chamonix Ramp, American Place Lawsuit [50:50] Unlocking Value in $FLL: sale leasebacks [56:47] Unlocking Value in $FLL: M&A [1:01:11] Synergies (if a strategic were to buy $FLL) [1:02:57] Final thoughts Today's sponsor: Daloopa Hey there, fundamental analysts - Are you tired of the endless grind of updating financial models, scrubbing documents, and hard coding? Let's talk about something that could transform your workflow—Daloopa. Daloopa delivers perfect historicals for thousands of public companies. That means every KPI, operating data, financial metric, adjustment, and guidance—all at your fingertips. And here's the best part: Daloopa updates your models in near real-time, which is especially important during earnings season, tailored to your modeling format and style. Imagine never having to update your models again. With Daloopa, you can reclaim your time and focus on what really matters—analysis and research. Want to learn more? Create a FREE account at Daloopa.com/YAV

Jon discusses his recent article in The Federalist: https://thefederalist.com/2024/12/02/how-trumps-victory-affects-the-civil-war-in-evangelicalism/He also talks about a post-election podcast with Andrew Walker, Erik Reed, and Dean Inserra that signifies a change is in the air. Southern Baptists are moderating.To Support the Podcast: https://www.worldviewconversation.com/support/Become a Patronhttps://www.patreon.com/worldviewconversationFollow Jon on Twitter: https://twitter.com/jonharris1989Follow Jon on Facebook: https://www.facebook.com/worldviewconversation/Support this podcast at — https://redcircle.com/conversations-that-matter8971/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

On this week's Stansberry Investor Hour, Dan and Corey welcome Andrew Walker to the show. Andrew is a portfolio manager at value-oriented hedge fund Rangeley Capital and author of Yet Another Value Blog. He focuses on microcap, deep-value, and special-situations investments. Andrew kicks off the show by sharing how he got his start as an investor and what inspired him to focus on value investing. He says that while value investing has gotten more competitive over the years, investors can still do well in this space if they think outside of the box. Andrew also discusses his renewed interest in special purpose acquisition companies ("SPACs") and whether de-SPACs are worth wading through for winners. (1:47) Next, Andrew names a couple of companies he invested in and gives his reasoning for each play. The first is a bitcoin miner that emerged from bankruptcy. As Andrew explains, there are a multitude of problems with bitcoin mining, but this miner has managed to curtail some of those and stand out from the pack with its integration of AI. Andrew also talks about the revival of spinoffs, including one particular real estate investment trust that he likes thanks to its huge margin of safety. (15:43) Finally, Andrew discusses another spinoff he has invested in – a company that owns prime real estate in Manhattan. It has a lot of cash and no debt on its balance sheet. And with legendary investor Bill Ackman's hedge fund owning nearly 40% of the company, Andrew believes there's much more upside ahead and that a turnaround is likely. (38:39)

Host Joseph Backholm is joined by Andrew Walker, professor at Southern Baptist Theological Seminary and co-author of “What Do I Say When…?” for a guiding conversation on how Christian parents can navigate raising children in this changing secular culture. Written alongside his wife, Andrew’s new book weighs in on the specific challenges Christian parents face, what does a successful Christian parent look like, and how to be in the world, but not of it. As the culture shifts into a different moral era, Christians need to learn to navigate it by drawing confidence and truth from Scripture. Resources "What Do I Say When . . . ?: A Parents’ Guide to Navigating Cultural Chaos for Children and Teens" by Andrew Walker and Christian Walker

The movie kicks off with great animation, and that's how you know you're dealing with a heavy-hitter flick. We meet Avery, a school teacher who makes toddlers give speeches about Christmas ornaments. She loves crossword puzzles and juice boxes. While she's in the teacher's lounge, other teachers keep congratulating her, but she has no idea why. Her best friend Ruby explains that she signed her up to be a competitor on The Great Holiday Dash, something that is definitely NOT The Amazing Race. Avery is not thrilled.Cut to Andrew Walker, selling juice—a real stretch for my boy AW. His character's name is Wes, a retired professional athlete looking for his next big thing, and it turns out that next big thing is The Great Holiday Dash.Avery thinks it over and realizes it could be a great way to bring attention to her school and maybe even get some extra funding. So she starts training, even though she's never done anything like this before. She ends up meeting Wes at the gym, and it does not go well. Classic treadmill situation.The competition begins, and Wes is shocked to see Avery from the gym there. The game is simple: there's one silver bell hidden somewhere in America. The first one to find it wins. But this year, the contestants won't compete individually—they'll team up in pairs. Naturally, Avery and Wes are teamed up. The game kicks off with one team being eliminated after the first round. Luckily, Avery and Wes crack enough nuts to move on to the second round, which takes them to Boston. The next game involves shooting pucks, which works great for Wes.Producer Dirk pulls Wes aside and tells him to flirt more with Avery for the ratings—“Wes, you're the star! A little flirting will really boost the numbers.” That night, Wes and Avery actually connect. Gotta hate when that happens.The next day, they head to New York City for a window display competition. Instead of immediately diving into the task, they spend more time talking and getting to know each other. Their theme is “Three French Hens,” so they go with a French theme for their display, and it looks amazing—almost like professionals came in afterward and finished it for them. And good for them—they WIN the round! They hug, and Producer Dirk tells Wes, “Good job.”Next, they head to Texas for a dance contest. This competition is a little weird, but their dance quickly turns sexy, and they win again.After a hitchhiking detour, they assume they're out, but surprise—they're not! So that's a relief. They head to Oregon for the next round, but first, there's an extracurricular gift exchange, for reasons that are unclear.Avery and Wes make it to the finals, and the sparks are flying. However, when Avery overhears a conversation between Wes and the producer, she gets really mad. What she doesn't hear, though, is Wes telling the producer that he doesn't want to play the game anymore because he's really into her.The producer tells her about Wes' feelings right before the final competition. They do a crossword puzzle and race to find the best gift under the tree. Wes falls and hurts his leg, so Avery continues on alone—and wins!!!They celebrate by announcing what they're going to do with their prize money—both plan to give back to the community.In the end, they make up and and make out. 

In this episode of Skin Anarchy, Dr. Ekta welcomes the co-founders of SkinMason, Dr. Hussein Kanji, a molecular genetics expert, and Andrew Walker, an actor and entrepreneur, to discuss their revolutionary approach to men's skincare. Together, they tackle the unique needs of men's skin while emphasizing universal principles of skin health. This episode is packed with insights into SkinMason's science-first philosophy, innovative formulations, and vision for the future.Andrew Walker shares how his struggles with ineffective skincare as a busy actor led to the creation of SkinMason. Frustrated by harsh, overly complex products, Walker teamed up with Dr. Kanji to develop a simple, effective skincare line focused on results and designed for everyone. Their goal was to address men's specific skincare challenges while creating formulations appealing to all genders.Dr. Kanji's scientific expertise informs SkinMason's formulations, emphasizing inflammation reduction, natural repair, and barrier support. Highlights include their MP1 Mason Peptide, which targets acne-causing bacteria, and innovative ingredients like time-released retinol, triple-weight hyaluronic acid, and soothing extracts like jalapeño and lilac. These clinically validated formulations focus on enhancing long-term skin health rather than chasing trends.SkinMason's standout products include exfoliating pads, a lightweight serum, and a deeply hydrating moisturizer, all crafted to support balanced, healthy skin. Their inclusive approach extends beyond men's skincare, with plans to expand into adolescent and family-centric products.Dr. Ekta praises SkinMason's dedication to science and simplicity, making it a standout in the crowded skincare market. Whether you're seeking effective solutions for acne, anti-aging, or overall skin health, SkinMason offers a thoughtful, results-driven approach.To learn more about SkinMason, visit their website and social media. Use code 'skincareanarchy' for 20% off your purchase at SkinMason.comDon't forget to subscribe to Skincare Anarchy on Apple Podcasts, Spotify, or your preferred platform. Reach out to us through email with any questions.Shop all our episodes and products mentioned through our ShopMy Shelf! Hosted on Acast. See acast.com/privacy for more information.

Segment 1: • God's Design in Our Brains: Dr. Jason Lisle discusses the intricate, purposeful design of human brain cells as a reflection of God's creation. • Concerning Trends in Reproductive Rights: Recent laws, like Colorado's "reproductive freedom," raise questions about society's direction and impact on women and children. • 3D Ultrasounds' Dual Effect: These ultrasounds bring a realistic view of life but can also bring emotional pain, emphasizing the reality of life in the womb. Segment 2: • Life's Beginning and End: From suicide pods to end-of-life care, Dr. Andrew Walker discusses God's sovereignty over life's start and finish. • Worldview's Real Impact: Alarming statistics on rising violence show how worldviews shape society's respect for life. • Taking Life Seriously: Christians must engage with the culture on these issues, recognizing that “the author of life” is also its defender. Segment 3: • Biblical Depth in Matthew: The gospel of Matthew, deeply connected to the Old Testament, reminds us to engage fully with every word of Scripture. • Fighting Discontent and Grumbling: Grumbling, driven by social media-fueled discontent, goes against biblical hospitality and true gratitude. • Scripture's Connectivity: Encouragement to meditate deeply on Scripture, seeing how every passage connects with the bigger story. Segment 4: • Is the Exodus a Myth? Dr. Titus Kennedy highlights substantial evidence for the historical Exodus, challenging modern skepticism. • Unexpected Paths to Faith: Celebrities like Rob Schneider turning to Catholicism show a continuing search for spiritual truth. • Cultural and Biblical Connections: Dr. Mitch Chase explores ancient Egyptian customs that shed light on biblical commands, adding depth to our understanding of 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!

If you're a parent, you know a time is coming when your child will ask uncomfortable questions about the culturally confused time in which we live. John and Sarah Stonestreet talk to Andrew and Christian Walker about what to say when those questions come your way. Resources and Recommendations Get your copy of What Do I Say When...? with your gift of any amount to the Colson Center this month at colsoncenter.org/october.  Dr. Andrew Walker on WORLD AndrewTWalker.com __________ Register for the ACSI's Rooted Conference at acsi.org/rooted, using code ROOTED80 to save $80 before December 31. 

We did it! Season 7! Our annual marathon event is kicking off tonight at 6pm EST. Tune in at DeckTheHallmark.com/marathon to watch all the fun, chat, and help us raise money for Beloved Asheville! Watch this episode on Philo! - Philo.tv/DTH

Segment 1: The Big Announcement • Gospel Partners Media is now Fortis Institute • 8 new voices join the team: Dr. John Crotts, Dr. Adam Tyson, Dr. Jason Lisle, Dr. Andrew Walker, and more. • Fortis+ is 100% free, delivering original content daily Segment 2 • ADHD is on the rise, but is medication the answer? • "Don't rely on child psychiatrists for parenting advice" • Free webinar coming Thursday on a pressing topic. Segment 3 • Dr. Jason Lisle's take global panic over climate change. • God controls the weather—not climate alarmists. Remember His promise to sustain the earth. Segment 4 • Are we living in a computer simulation? One scientist thinks so, but John 1 proves otherwise. • Eisegesis at its worst: twisting Scripture to sell books about AI.

Nebraska's two abortion ballot measures, Israelis protest to free the remaining hostages, and gleaning fruit from neglected trees. Plus, Andrew Walker on freedom of speech and the Thursday morning news.Support The World and Everything in It today at wng.org/donate.Additional support comes from eX-skeptic. Stories of people who went from personal rejection to passionate acceptance of Jesus. More at exskeptic.org.And from Dordt University. Dordt's Master of Public Administration program provides Christian training in areas like leadership and policy analysis. More at Dordt.edu/MPA.Kick off the Christmas Season with this Five-Star tour of Budapest, Vienna, and Prague: Christmas Markets, Michelin Star Restaurant Experiences, River Cruises, The Nutcracker at the Hungarian State Opera House, and other memorable experiences. This tour is currently being offered only through WORLD News Group so that you can enjoy your time with like-minded people. Full details and daily itinerary is available at www.harbingertours.net