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Yet another for the (premium) busted net cash basket
I realize I’m a broken record, but my favorite space right now remains biotech trading below net cash. I’ve now written up five different net cash bios…
3
Random Ramblings May 2025 (podcast #311)
In this May 2025 edition of Yet Another Value Podcast, host Andrew Walker shares a range of thoughts in his monthly solo ramble.
How much is a great manager worth? $QXO $BECN
Last week, I did a post on (bad) incentives and (poor) corporate governance. As I was writing that post, QXO was closing their deal to buy BECN (WSJ on…
1
An open letter to the Keros board $KROS
TL;DR: We are withholding our votes from two of Keros’s board members at their annual meeting (we’re also voting against the executive compensation…
4
Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA (podcast #310)
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Cliff Sosin of CAS Investment Partners for his second appearance.
A few (premium) updates
With earnings rolling in fast and furious, I wanted to take a second to put out a few updates on some premium that have reported so far: ARVN, DK, FLL…
4
Another (premium) net cash play
I realize I’m a broken record, but my favorite space right now remains biotech trading below net cash. I’ve now written up five different ones: SAGE…
Weekend thoughts: incentives and bad corporate governance
Roughly twice a year, I try to do a piece in my “Trite Buffett” or “Trite Munger” series (the most recent one was at the start of this year). The…
7
Clashing Over Commerce (Fintwit Book Club April 2025; episode #309)
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…
An open letter to the $SAGE board: it IS about the money
TL;DR: despite my hopes for the best, SAGE (disclosure: long) continues to burn cash at a level that would raise the eyebrows of even a comic book…
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April 2025

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