Yummy Century Egg's Guowei Zhang Echostar follow up $SATS (podcast #337)
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Wei from Yummy Century Stocks for a follow-up on EchoStar/Sats (you can see his first appearance here). They analyze the surprise $23 billion spectrum deal with AT&T, what it means for the rest of the spectrum portfolio, and whether liquidation or a new satellite venture is next. The discussion touches on cable’s strategic options, risks of regulatory interference, and shifting dynamics in fixed wireless and spectrum valuation. They also explore ongoing broadcaster M&A and close with a candid conversation on value investing psychology, bagholding, and lessons from QVC.
This podcast is sponsored by AlphaSense’s AlphaSummit.
This October, AlphaSense is hosting its first-ever AlphaSummit 2025 in Brooklyn, and I’ll be there too. The event will feature leaders from UBS, Wells Fargo, Accenture, Google, Stripes Group, The Carlyle Group, and many more, sharing how AI is reshaping investment research and decision-making.
What makes AlphaSummit special is that it’s not just about ideas — it’s about real workflows and strategies top firms are using right now. The lineup of industry-leading keynote speakers keeps growing, so check the event site for the most up-to-date speakers and topics. Over three days, you’ll hear from industry leaders, connect with peers across finance and corporate strategy, and be part of conversations you won’t find anywhere else.
I’d love to see you there. Join me at AlphaSummit 2025, October 6th–8th at The Refinery at Domino. To register and see the full agenda, go to alpha-sense.com/yavp.
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