Yet Another Value Blog

Yet Another Value Blog

Yet Another Value Podcast

Shining a light on Golden Entertainment's "wealth transfer" $GDEN

Podcast #351

Nov 11, 2025
∙ Paid

On the heels of sending an open letter to the Golden Entertainment’s (GDEN; disclosure: long) board, host Andrew Walker dives deeper into Golden’s take private deal and why he believes it transfers ~$300m of value from minority shareholders to insiders.


This podcast is sponsored by AlphaSense.

AlphaSense is a long time sponsor of this podcast, and they’re increasingly hosting interesting (and free) webinars with industry thought leaders. Their next webinar is November 18th on “PE Distributions: Is the Drought Finally Over?”, and you can sign up for it here.


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Disclaimer: Nothing on this podcast or on this blog is investing or financial advice; please see our full disclaimer here. The transcript below is from a third party transcription service; it’s entirely possible there are some errors in the transcript.

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