Andrew Walker - Yet Another Value Discussion!
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- Опубликовано: 16 сен 2024
- Andrew Walker, author of Yet Another Value Blog, host of Yet Another Value Podcast, stops by The Business Brew to chat. Andrew hosts one of the best financial podcasts out there, and is a great writer. We both hope you enjoy this conversation!
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Detailed Show Notes Forthcoming
6:00 - Microsoft Thought Exercise
14:00 - Quality vs. Price
22:00 - Delek
31:00 - Getting ideas from others
34:30 - What does the telco lead situation potentially mean for cable
39:00 - The potential for any investment to be a zero
43:00 - The bank thesis of May-ish
46:30 - Position sizing
49:30 - What's your edge?
52:00 - Activision and Microsoft
1:01:00 - Media overview
1:10:00 - Holdcos as an investment
1:18:00 - $RIDEQ
CEO from BLDR went to USFD. Really enjoyed this pod
why does Andrew dress like a backstreet Tunisian alley hooper
Delusional in thinking they can pick stocks. Buy an index and stop your negative alpha
Appreciate it!
Markets need to be made my friend. Isn’t any investment at least slightly delusional?
When you talk about holdco's I am curious and thoughts of Charter vs Liberty Broadband?
P r o m o S M
Really like the conversational tone and specific names in this one, good old fashioned riffing.
And how infuriating are these damn kids wanting to watch that kind of nonsense on youtube! We've banned it outside of a half hour block in our house.
Great interview. The thing about no refinery being built in US gets repeated a lot but it's not 100% accurate. No new LARGE refineries have been built, but several specialized smaller refineries have been built. www.eia.gov/tools/faqs/faq.php?id=29&t=6#:~:text=As%20of%20January%201%2C%202023,operating%20operating%20in%20February%202022.