Shows
Yet Another Value PodcastFirstlight Management's AJ Secrist provides update on $LW thesis post-earnings and pre-Investor DayAJ Secrist from Firstlight Management is back on the podcast today to provide an update on Lamb Weston Holdings Inc. (NYSE: LW), a key supplier of french fries to fast-food chains, following their recent quarterly update and in advance of their investor day.
Check out his first appearance on YAVP laying out his $LW thesis (December 2022): https://youtu.be/lNY8sQVttks
Chapters:
[0:00] Introduction + Episode sponsor: Stream by Alphasense
[1:24] Update on Lamb Weston Holdings $LW since AJ's last appearance on YAVP in December 2022; how the stock has performed / fundamental issues
[5:44] $...2023-08-3140 minYet Another Value PodcastAJ Secrist from Firstlight Management on Lamb Weston $LWAJ Secrist from Firstlight Management discussed his thesis for Lamb Weston (LW). LW is a very strong business, and AJ thinks the market is missing just how much margin upside there is as COVID era deals with large customers reprice and the company laps 2021’s disastrous potato crop.
Chapters
0:00 Intro
2:25 LW Overview
9:35 LW Valuation
13:00 Isn't LW fully valued at these prices?
19:25 Discussing the current potato crop
26:55 Global margin upside
28:35 Why is scale an advantage for LW?
31:45 Why will LW's margins accelerate now?
34:30 Industry demand and supply dynamics
37:20 Capital allocation and share buybacks
41:30 Management incentives and share price targets ...2022-12-0858 min
REimagineEpisode #54 Not a Problem to Solve: A conversation with Andrew Secrist of World ReliefSend us a textToday we welcome Andrew Secrist to the podcast. Andrew is a Strategic Partnership Director at World Relief, where he is passionate about connecting local churches with God’s work around the world and locally with refugees/displaced peoples. He studied Business at James Madison University before completing a Masters in Intercultural Studies at Southeastern Seminary. Andrew and his wife, Amy, reside in Baltimore, MD, To learn more about World Relief, go to www.worldrelief.orgCheck us out online at www.reimaginecast.com2021-04-0238 min
Explain MeExplain Me: We're Baaaaaack!
Welcome back to Explain Me! In an effort to produce content a little more regularly we're trying something new: no editing. This means a little more baseless speculation, and off the cuff commentary, in return for actual podcasts! Yes! In this episode we discuss news, art, and trends seen at The Armory, Spring Break and The Independent. Highlights include: The Armory
News! They're moving to the Javits Center! Speculation about what that means.
Adrian Wong with animal spiritual guide Lynn Schuster at Carrie Secrist Gallery
Austin Lee at Jeffrey Dietch
Kumasi J. Barnett at Ryan...2020-03-101h 25
The Garden ChurchPsalm 119:105-112You're on a path. You’re heading somewhere. The question is what path and where. This morning Andrew Secrist preaches from Psalm 119:105-112 and explores this topic. Join us as we take a look at the path we are on, how we are walking that path, and where it is going. What we discover is our desperate need for the Light of the Word of God. Do you know that light? Do you walk in that light? Let’s enjoy Christ together!2020-01-2648 min
Spartan Stream PodcastsNCAA D-III Final Four Pre-Game Report - Wisc. Oshkosh Vs SwarthmoreThis is it: the NCAA D-III men's basketball championship game between Swarthmore and Wisconsin Oshkosh! Chris Secrist and Andrew Mild talk about the path that both teams took to the final and make their predictions on who's going home with the championship.2019-03-1700 min
Spartan Stream PodcastsNCAA D-III Final Four Post-Game Report - Swarthmore Vs Chris. Newport/ Pre-Game Report - Wisc. Oshkosh Vs WheatonChris Secrist, Andrew Mild, and Nathaniel Brewer analyze Swarthmore's 70-63 win over Christopher Newport, and preview the semi-final game between Wheaton and Wisconsin Oshkosh.2019-03-1600 min
Christ Church ViennaLoving the Stranger II: RuthGod’s heart for the poor, the vulnerable and the immigrant comes through in the book of Ruth as Redeemers step in to protect and provide for the the Widow Naomi and the Foreigner Ruth. Sermon includes an interview with Andrew Secrist of World Relief.2018-12-0900 min
Christ Church ViennaLoving the Stranger II: RuthGod’s heart for the poor, the vulnerable and the immigrant comes through in the book of Ruth as Redeemers step in to protect and provide for the the Widow Naomi and the Foreigner Ruth. Sermon includes an interview with Andrew Secrist of World Relief.2018-12-0900 min
Spartan Stream PodcastsChet-Plex Wrestling Podcast Ep.8Chet-Plex is back! In this first episode of the 2018-19 school year Chris Secrist and Andrew Mild give their reviews on the WWE Super Show-Down PPV that took place in Melbourne, Australia on October 6th. The guys will also touch on the upcoming WWE Evolution PPV as well as get into the controversy surrounding the WWE Crown Jewel PPV taking place in Saudi Arabia. Grab a snack, find you favorite place to sit, and enjoy this episode of the Chet-Plex Wrestling Podcast!2018-10-1800 min