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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…
May 15
4
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Yet another for the (premium) busted net cash basket
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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.
May 14
4
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Random Ramblings May 2025 (podcast #311)
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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…
May 12
21
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How much is a great manager worth? $QXO $BECN
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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…
May 9
25
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An open letter to the Keros board $KROS
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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.
May 8
12
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Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA (podcast #310)
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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…
May 8
12
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A few (premium) updates
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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…
May 7
15
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Another (premium) net cash play
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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…
May 5
46
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Weekend thoughts: incentives and bad corporate governance
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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…
May 2
7
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Clashing Over Commerce (Fintwit Book Club April 2025; episode #309)
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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…
May 1
23
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An open letter to the $SAGE board: it IS about the money
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7
April 2025
Some things and ideas: April 2025
My monthly overview (Monthly recurring piece)
Apr 30
20
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Some things and ideas: April 2025
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2
AI in Investing with Daloopa's founder Thomas Li (podcast #308)
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…
Apr 30
6
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AI in Investing with Daloopa's founder Thomas Li (podcast #308)
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