Andrew Walker

Emperor of @YetAnotherValue. Part time podcast host / blogger; Full time Cookie Monster.

[Yet Another Value Empire @YetAnotherValue]

New post!

Farewell

https://t.co/XO5OCPHFpN

[Andrew Walker @AndrewYAVB]

Excited to have my friend @1MainCapital back on the pod tmr. We'll be talking $LMB . Any questions for Yaron?

[Andrew Walker @AndrewYAVB]

@daniel3point0 @huaxying Finishing the last 30 pages of dungeon crawler 8 this afternoon then will turn to this!!!

[Andrew Walker @AndrewYAVB]

Riley initiated on $WEAV at ~8 AM this morning with a buy rating and a $8.25 price target (stock closed yesterday at $5.55/share).

Company announced a take-out at 9 AM at $7.40/share.

Don't think I've ever seen an initiation that didn't survive an hour before

[Andrew Walker @AndrewYAVB]

Bull market in blooming onions; $BLMN the best performing stock in the whole market today.

[Andrew Walker @AndrewYAVB]

Excited to have @paulcerro of @cedargrovecm back on the pod tmr; we'll be talking $HIMS

any questions for Paul?

[Andrew Walker @AndrewYAVB]

So $MSTR is currently selling both stock and BTC to build up cash reserves.....

[Andrew Walker @AndrewYAVB]

I know there are crazier things going on in the market... but it is pretty wild there are 16 analysts covering $MSTR and all of them have buy ratings with an average price target 3-4x today's price.

[Andrew Walker @AndrewYAVB]

At current prices, $LESL's entire board and management team own ~$62k worth of stock combined

For comparison, annual board fees/member are ~$220k, with ~$90k of that in cash

The CEO makes $850k/year in salary, so the whole board owns less than one month of the CEO's salary.

[Andrew Walker @AndrewYAVB]

Every AI company is going to IPO at a trillion-dollar valuation on the thesis that superintelligence kills all SaaS companies (and perhaps all knowledge work).... meanwhile, every time Anthropic ships an update, my usage limits reset and I save $200.

[Andrew Walker @AndrewYAVB]

Here's a fun stat: $PRKS has blamed weather for weak performance in 15 of their past 16 quarters.

[Andrew Walker @AndrewYAVB]

Excited to have my friend @HawkinsEntrekin back on the podcast tmr. We'll be talking $PRKS.

any questions for hawk?

[Andrew Walker @AndrewYAVB]

Excited to have @Adam_Wyden on the podcast today. We'll be talking $STGW and maybe a little $DRVN.

Any questions for Adam?

[Andrew Walker @AndrewYAVB]

Thursday before a long weekend. Bring on the 8ks. The weirder the better.

[Andrew Walker @AndrewYAVB]

It is wild to me that you can have a company trade right at "mNAV" while they have a set of prefs yielding ~20% and trading at ~50% of face. Just seems completely impossible.

[Andrew Walker @AndrewYAVB]

Excited to have @accrued_int on the pod tmr for our quarterly TMT check in. Think we're focusing on $FOX / $ROKU, but will be talking all things TMT.

Any questions for Simeon?

[Andrew Walker @AndrewYAVB]

Took my 2.5 year old daughter into a bar after school yesterday to shout "Let's go Knicks", and now she won't stop screaming "I don't want to go to school; I want to go to the bar"

[Andrew Walker @AndrewYAVB]

Depending on where you bought and sold $PAVS today, you could have been up ~5%, down ~96%, or have made >25x your money.

Wild

[Andrew Walker @AndrewYAVB]

Excited to have @A_May_MD back on the pod Monday. It's been a crazy week; we'll be talking all about what adjustments the Spurs can make to try to steal one from the Knicks at MSG.

Just kidding; we'll be talking $ABVX readout + $NKTR + all things bio.

Any questions for Adam?

[Andrew Walker @AndrewYAVB]

Not sure there's anything like the CVNA stock chart.

If you had bought 5 years ago, went into a coma, then woke up today, you'd be up 30% (and slightly trailing the index!) and have no idea what came in the middle....