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Yet Another Value PodcastYet Another Value PodcastYummy Century Egg's Guowei Zhang on Echostar $SATSIn this episode of Yet Another Value Podcast, host Andrew Walker is joined by Guowei from the substack "Yummy Century Stocks" for an extensive discussion on EchoStar (SATS). They dig into the company’s complex structure, diving deep into its failing satellite and pay TV segments, and the potential trapped value in its wireless spectrum assets. The conversation unpacks regulatory drama with the FCC, speculation around a Trump Mobile tie-in, and the looming potential for bankruptcy. With both long and short positions from top investors and a potential valuation ranging from zero to $100+ per share, this is one of th...2025-06-241h 11Yet Another Value PodcastYet Another Value PodcastRhizome Partner's Bill Chen's post-NAREIT takeawaysIn this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Bill Chen of Rhizome Partners, one of the platform's most popular and deeply knowledgeable guests in real estate investing. Fresh from attending NAREIT, Bill unpacks trends across the public and private real estate sectors, offering a unique vantage on REIT performance, multifamily fundamentals, and the developing divergence in valuation metrics. The discussion spans topics from rent regulation in New York, to capital allocation discipline among REITs, and dives into lesser-understood niches like grocery-anchored retail and net lease offices. Andrew and Bill blend data with real-time market...2025-06-191h 16Yet Another Value PodcastYet Another Value PodcastFindell Capital's Brian Finn on Oportun $OPRTIn this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Brian Finn of Findell Capital for his fourth appearance. Brian, owning approximately 10% of Oportun Financial (OPRT), discusses his ongoing proxy battle to reform the company’s board. He explains how Oportun’s shift from a focused lender to an unfocused “fintech empire” led to operational bloat and shareholder destruction. The discussion probes governance failures, board entrenchment, and the recent removal of a high-performing director. Brian also outlines the investment thesis for Opportune, emphasizing its underserved customer base, strong unit economics, and potential for a major turnaround under ex...2025-06-1645 minYet Another Value PodcastYet Another Value PodcastRecurve Capital's Aaron Chan on Cogent $CCOIIn this episode of Yet Another Value Podcast, host Andrew Walker returns with Aaron Chan from Recurve Capital to explore Cogent Communications (CCOI). Aaron breaks down the legacy internet business, the Sprint wireline acquisition, and the complex financial transformation underway. The conversation highlights CEO Dave Schaeffer’s strategic vision, market dynamics in enterprise telecom, and the network’s long-term potential. They analyze network architecture, discuss operational efficiency, and evaluate capital allocation under heavy leverage. The episode closes with thoughts on competitive threats, structural advantages, and what the future may hold post-Dave.________________________________________________________[00:00:00] Podcast and...2025-06-111h 26Yet Another Value PodcastYet Another Value PodcastKontrarian Korner's Ben Kelleran on Sable Offshore $SOCIn this episode of Yet Another Value Podcast, host Andrew Walker speaks with Ben Kelleran of Kontrarian Korner to discuss Sable Offshore, a company attempting to revive the Santa Ynez oil unit off the California coast. They explore the high-stakes nature of this investment, dissect the complex legal battles with California regulators, and assess the upside potential of the project if full production is achieved. The conversation covers Sable's SPAC history, economics, leadership, refinancing plans, and what needs to happen for the company to fully restart operations and generate significant returns.______________________________________________________[00:00:00] Introduction and sponsor message2025-06-0654 minYet Another Value PodcastYet Another Value PodcastThe Snowball (May 2025 Fintwit Book Club)In this edition of the Yet Another Value Podcast Book Club, host Andrew Walker reunites with Byrne Hobart of The Diff to revisit The Snowball, Alice Schroeder’s biography of Warren Buffett. Triggered by Buffett’s recent retirement, the two reflect on how their views have evolved since first reading the book in their 20s. They unpack Buffett’s complex personal life, his early financial maneuvers, near-catastrophic risks, and lasting investment philosophies. Key discussions include Buffett’s detached family dynamics, calculated leverage, deep value tactics, and overlooked geopolitical caution. With a balance of admiration and critique, Andrew and Byrne present...2025-06-041h 15Yet Another Value PodcastYet Another Value PodcastMuddy Waters' Darren McLean on investing in the mining sectorIn this episode of Yet Another Value Podcast, host Andrew Walker speaks with Darren McLean of Muddy Waters about investing in the mining sector. Darren shares how informational edges and a deep understanding of data can yield outsized returns in a space often overlooked by generalists. They discuss the inefficiencies in mining markets, the value of unconventional data analysis, and why mining offers compelling alpha for those willing to do the work. Darren also explores the evolution of mining capital, the brain drain in the industry, and the outsized rewards of discovering and developing world-class assets. Tune in to...2025-06-0355 minYet Another Value PodcastYet Another Value PodcastFintool's Nicolas Bustamante on using AI to improve in investingIn this episode of Yet Another Value Podcast, host Andrew Walker speaks with Nic Bustamante, founder of FinTool, an AI-powered platform designed for equity analysts and investors. They probe how AI is transforming investment workflows, from memo creation to screening and qualitative analysis. Nic shares examples of institutional adoption, discusses nuanced challenges like bias in management conversations, and forecasts how AI could evolve investor roles. Whether you're deeply entrenched in AI or just starting out, this episode provides grounded insights into its growing role in finance.______________________________________________________________________  [00:00:00] Andrew introduces podcast and guest[00:01:50] Ni...2025-05-291h 08Yet Another Value PodcastYet Another Value PodcastPitch the PM's Doug Garber on $TUSK's mammoth cash balanceIn this episode of Yet Another Value Podcast, host Andrew Walker is joined by Doug Garber, founder of the Pitch the PM podcast, to dissect Mammoth Energy (TUSK). They explore TUSK's mammoth (pun intended) cash holdings relative to its market cap, past challenges including fracking and Puerto Rico operations, and the implications of recent asset sales. Doug shares insights into TUSK's business segments, corporate governance under Wexford, and potential capital allocation strategies. They also discuss the strategic outlook with the upcoming CEO transition.______________________________________________________________________[00:00:00] Podcast introduction and episode setup[00:02:06] Doug Garber joins the discussion[00:02:51] Overview of Mammoth Energy's business[00:05:14] Settlement...2025-05-2651 minYet Another Value PodcastYet Another Value PodcastPlanet Microcap 2025 Q&A with Artem Fokin of Caro-Kann CapitalIn this episode of Yet Another Value Podcast, host Andrew Walker shares a keynote Q&A from the Showcase Vegas event with returning guest Artem Fokin of Caro-Kann Capital. Artem breaks down his concept of “superpowers” in investing—an individual’s unique edge based on comparative advantage—and how it shapes portfolio decisions. The discussion extends into sell discipline, including identifying when a thesis is broken and handling emotional pitfalls during drawdowns. Artem also touches on evaluating management teams, international microcap investing, and the psychological toll of investing for a living. The conversation is a practical dive into staying grounded a...2025-05-2134 minYet Another Value PodcastYet Another Value PodcastPershing Square Challenge 2025 winners on Carlisle $CSLIn this episode of Yet Another Value Podcast, host Andrew Walker interviews the first-year Columbia MBA team who unanimously won the 18th Annual Pershing Square Challenge with their investment thesis on Carlisle Companies (CSL). The team—Tuan, Dimitry, and Erik—shares their detailed research into the commercial roofing giant, exploring its competitive moats, sticky customer relationships, management alignment, valuation framework, and opportunities for expansion. They discuss their firsthand trade show research, unique insight into labor dynamics, and responses to key concerns like cyclicality and pricing power. The conversation also covers the company's history, recent transformation, and what could keep an i...2025-05-191h 03Yet Another Value PodcastYet Another Value PodcastRandom Ramblings May 2025In this May 2025 edition of Yet Another Value Podcast, host Andrew Walker shares a range of thoughts in his monthly solo ramble. He opens with macro commentary on market resilience post-"Liberation Day" and ongoing CEO uncertainty. He transitions to the role of AI in investing, using analogies from sports to explore how AI may alter investor success profiles. Andrew dives into how management teams' sales skills can mislead investors and shares his growing skepticism from biotech engagements. The episode closes with reflections on how personal preferences influence investing decisions and a detailed breakdown of how sunk costs and...2025-05-1435 minYet Another Value PodcastYet Another Value PodcastCliff Sosin from CAS on Carvana and a bunch of other stuff $CVNAIn this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Cliff Sosin of CAS Investment Partners for his second appearance. Known for his concentrated, long-term investing approach, Cliff discusses the unique characteristics of Carvana's lending model, the intricacies of subprime finance, and why he believes Carvana's comeback story deserves a closer look. The conversation explores Cliff's investment philosophy, alternative data use, and risk management, while diving deep into market misconceptions around subprime lending, inventory valuation, and self-driving cars. Tune in for a data-rich breakdown of one of the market's most discussed turnarounds.Links:2025-05-081h 24Yet Another Value PodcastYet Another Value PodcastClashing Over Commerce (Fintwit Book Club April 2025)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 Commerce, a sweeping political and economic history of U.S. trade policy. Against the backdrop of current debates on tariffs, they explore how deeply tariffs shaped American politics, the surprising economic nuance found in 19th-century policy, and the recurring tensions between protectionism and free trade. From supply chain shifts to presidential power dynamics, they unpack what history might tell us about today’s trade decisions—and what it doesn’t.______________________________________________________________________Chap...2025-05-021h 00Yet Another Value PodcastYet Another Value PodcastAI in Investing with Daloopa's founder Thomas LiIn this episode of Yet Another Value Podcast, host Andrew Walker shares a webinar conversation with Thomas Li, CEO and co-founder of Daloopa, diving into how AI is transforming the workflows of fundamental investors. They explore real-world applications across hedge funds and investment banks, highlighting both the promise and current limitations of large language models in financial analysis. From note synthesis to risk modeling and center book evaluations, Thomas outlines the practical realities of AI implementation, discusses adoption across firm sizes, and explains how contextual data—not just algorithm quality—is becoming the differentiator. Whether you're a solo analyst or p...2025-04-301h 05The Bully PulpitThe Bully PulpitEaster Recap, Christianity Today, and the Walker/Teetsel showdown over a 90ft statueThanks for listening! Be sure to give us a rating and share with others.Have questions you want answered on the pod? Email us: bullypulpitpod@gmail.comFollow the squad:https://x.com/ErikReedhttps://x.com/deaninserrahttps://x.com/andrewtwalkhttps://x.com/EricTeetsel2025-04-241h 13Yet Another Value PodcastYet Another Value PodcastRandom Ramblings April 2025In this month’s episode of Yet Another Value Podcast, host Andrew Walker goes solo with his April Ramble, recorded just before a whirlwind travel schedule kicks off. He opens with an update on KROS, a position he's long, discussing the company’s surprising move to evaluate strategic alternatives and what it reveals about investor skepticism in the busted biotech space. Andrew continues with a candidcritique of the biotech sector’s structural inefficiencies, urging investors to push harder on corporate governance rather than avoid the "activist" label. From there, he explores how stock-based compensation can become more damaging when share...2025-04-1528 minYet Another Value PodcastYet Another Value PodcastAvoiding the Zombie Biopharm trap at Keros $KROSIn this episode of Yet Another Value Podcast, host Andrew Walker returns for a solo discussion on Keros Therapeutics (KROS), a biotech firm navigating a dramatic fall from grace. Once buoyed by hopes for its leading drug Cybo (KER-012), KROS is now reeling from halted trials and a steep drop in share price. Andrew lays out the case for why this company, despite setbacks, may still hold considerable value. He explores KROS's licensing deal with Takeda, their significant cash reserves, and questions surrounding its future direction. Calling on shareholder alignment and corporate governance, Andrew challenges listeners to consider whether...2025-04-0934 minYet Another Value PodcastYet Another Value PodcastWindward's Marc Chalfin Turtle Beach Thesis $TBCHIn this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Marc Chalfin of Windward Capital to discuss Turtle Beach. Known for its gaming headsets and peripherals, Turtle Beach is at the center of a compelling capital allocation story. Marc outlines why the company’s recent PDP acquisition, aggressive buyback strategy, and positioning ahead of the Nintendo Switch refresh and GTA VI release create a rare opportunity. He also breaks down the company’s corporate turnaround, supply chain adjustments, and potential paths to a strategic or private equity exit. If you’re following gaming or capital discipline storie...2025-04-0845 minYet Another Value PodcastYet Another Value PodcastDavid Capital's Adam Patinkin Updates the Vistry Thesis $VTYIn this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Adam Patinkin of David Capital for his third appearance—this time for a much-requested update on British homebuilder and regeneration specialist Vistry (RY). Adam originally laid out a bold thesis in early 2024 that Vistry’s transition to a pure-play partnerships business could mirror the NVR success story. But after a string of profit warnings and a collapsing share price, listeners wanted answers. Adam walks through what went wrong, why the company’s current valuation doesn’t match its fundamentals, and why David Capital doubled its position. The disc...2025-04-051h 00Yet Another Value PodcastYet Another Value PodcastFocus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mordechai, head of Focus Capital Advisers, for his third appearance. They unpack what Mordechai calls the greatest acquisition of all time—Valeura Energy's buyout of Gulf of Thailand oil assets. The two deals, acquired at rock-bottom prices, now generate more than their cost in monthly free cash flow. Mordechai explains theasset's unusual geology, the long-tail economics of its reserves, and why the market still doesn't get it. They also cover decommissioning liabilities, NAV versus market cap, and how management might pull off more high-conviction deals in th...2025-04-021h 01Yet Another Value PodcastYet Another Value PodcastMarch 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The DiffIn this episode of the Yet Another Value Podcast Monthly Book Club, host Andrew Walker is joined by Byrne Hobart, author of The Diff newsletter, to discuss Diary of a Very Bad Year: Confessions of an Anonymous Hedge Fund Manager. The conversation explores the book’s candid insights from a hedge fund manager navigating the 2008 financial crisis. Andrew and Byrne dig into the accuracy of predictions made in real time, the psychology of uncertainty, and the relevance of past financial mistakes to today’s AI boom and private credit landscape. This is a thoughtful discussion on expertise, misallocation, and fina...2025-04-011h 05Yet Another Value PodcastYet Another Value PodcastRandom Ramblings March 2025: the market sell off, relationships with management teams, corp govWelcome to the March 2025 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: the market sell off, relationships with management teams - pros and cons, activism and corporate governance, and where to liveChapters:[0:00] Introduction + Episode sponsor: Daloopa[2:30] The market sell off[15:45] Developing relationships with management teams[22:02] Corporate governance and activism[25:26] Where to live[28:58] Planet MicroCap Showcase: VEGAS 2025 in partnership with MicroCapClubToday's sponsor: Daloopa2025-03-2131 minYet Another Value PodcastYet Another Value PodcastAdvanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwit Book Club)Welcome to the latest edition of Yet Another Value Podcast's Book Club. Once a month, Andrew and co-host, Byrne Hobart, will discuss their thoughts on the book, "Advanced Portfolio Management: A Quant's Guide for Fundamental Investors" by Giuseppe A. Paleologo.See Byrne's writing at: https://www.thediff.co/"Advanced Portfolio Management: A Quant's Guide for Fundamental Investors" on Amazon: https://www.amazon.com/Advanced-Portfolio-Management-Fundamental-Investors/dp/1119789796Chapters:[0:00] Introduction + Episode sponsor: Fintool[2:24] First thoughts and overall impressions of "Advanced Portfolio Management"[5:54] Which pieces do you use to implement into...2025-03-0554 minYet Another Value PodcastYet Another Value PodcastRandom Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on researchWelcome to the February 2025 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: Libra and Argentina, some things you've learned that changed your mind recently, lucky or unlucky stocks and doing hands-on research and personal experience.Chapters:[0:00] Introduction + Episode sponsor: Alphasense[2:45] Libra and Argentina[7:38] Changing your mind[16:32] Lucky or unlucky stocks[18:46] Hands-on research and personal experienceToday's sponsor: AlphasenseIf you’re unfamiliar with AlphaSense, it’s a...2025-02-2829 minYet Another Value PodcastYet Another Value PodcastYet Another Value's special situation: Sage Therapeutics $SAGEIn today's episode of the Yet Another Value Podcast, Host, Andrew Walker, shares his thesis and presentation on Sage Therapeutics, Inc. (NASDAQ: SAGE), a biopharmaceutical company committed to pioneering solutions to deliver life-changing brain health medicines, so every person can thrive.For more information and to subscribe to the Yet Another Value Substack, please visit: https://www.yetanothervalueblog.com/Disclosure: long SAGEChapters:[0:00] Episode sponsor: Alphasense[3:21] Introduction - passive vs. active investing[7:32] Overview of $SAGE and why its interesting to Andrew: passive owners in the company, shareholder...2025-02-2036 minandrews crazy awesome podcastandrews crazy awesome podcastthree guys cant get away from the hoodandrew landon and jasper walk back to subway at the state track meet. guest appearances from our coach and tommy2025-02-0112 minThe Bully PulpitThe Bully PulpitThe American Airlines tragedy, where are Dean and Andrew, and more with Grant NewmanFollow the squad:https://x.com/ErikReedhttps://x.com/deaninserrahttps://x.com/andrewtwalkhttps://x.com/EricTeetsel2025-01-311h 12Yet Another Value PodcastYet Another Value PodcastAlex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss his first book, "Buffett and Munger Unscripted." You can buy your copy of Alex's new book, "Buffett and Munger Unscripted" here: https://amzn.to/4asUWNi Chapters: [0:00] Introduction + Episode sponsor: Fintool [3:03] Why Alex decided to write "Buffett and Munger Unscripted" [7:53] When did the repetition build up (speaking to organization of the book) [10:23] Incentives and ethical guardrails [21:10] Biggest differences about Buffett over the last 20-30 years 2025-01-211h 11Yet Another Value PodcastYet Another Value PodcastMore Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club January 2025)In this bonus episode, Andrew and Byrne Hobart from The Diff discuss the 2008 book More Than a Numbers Game See Byrne's writing at: https://www.thediff.co/ More Than a Numbers Game on amazon: https://amzn.to/4ajREfe See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer 2025-01-151h 05PremodcastPremodcastPremodern on MTGO Primer with Chris DiBiaseHello 2025! Mike and Andrew are joined by Chris DiBiase, the face of Magic Online's Premodern scene. He explains the ins and outs of the world of MTGO and the great system they have going. For anyone who is considering joining MTGO to get more premodern in you can't miss this one!2025-01-101h 44Yet Another Value PodcastYet Another Value PodcastYet Another Value's 2025 Idea of the Year: Full House Resorts $FLLIn today's episode of the Yet Another Value Podcast, Host, Andrew Walker, shares his thesis and presentation on the YAVB 2025 Idea of the Year: Full House Resorts $FLL, owns, leases, develops and operates gaming facilities throughout the country. For more information and to subscribe to the Yet Another Value Substack, please visit: https://www.yetanothervalueblog.com/ Disclosure: long FLL Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:35] Introduction to the Idea of the Year of 2025 [3:07] Quick overview of YAVB Idea of the Year: Full House Resorts $FLL and how to...2025-01-021h 04Yet Another Value PodcastYet Another Value PodcastRandom Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + IncentivesWelcome to the December 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: Yet Another Value Empire, reflecting on investing focus for 2025, Parallels between Athletics and Investing and Incentives. Chapters: [0:00] Introduction to Andrew's Random Ramblings + Episode sponsor: Fintool [2:34] Yet Another Value empire and reflecting on investing focus for 2025 [11:32] Parallels between athletics and investing [18:16] Incentives Today's sponsor: Fintool Fintool is ChatGPT for SEC Filings and earnings calls. Are you...2024-12-2725 minandrews crazy awesome podcastandrews crazy awesome podcastRETURN OF THE HOODRATS (BONUS)Lucas takes over as host for today at a track meet while Andrew isn’t there.Also sorry, because I meant to post this about 2 weeks ago but hadn’t gotten around to it. Enjoy and happy holidays.2024-12-2607 minThe Bully PulpitThe Bully PulpitA Holiday Special with two pastors, an ethics professor, and a political operative!Who has the best Christmas?The Mayor:Decor: Moravian StarCarol: Hark the Harold Angels SingMovie: Home Alone 1Wild Card: Any rendition of A Christmas CarolAndrew: Decor: Nativity SceneCarol: I heard the Bells on Christmas DayMovie: Kristmas with the KranksWild Card: Non-alcoholic vanilla egg nog Reed:Decor: Stocking hung on the mantleCarol: O Holy NightMovie: Christmas VacationWild Card: Candlelight Christmas Eve ServicesTeetsel:Decor: Christmas TreeCarol: Joy to the Wo...2024-12-241h 01The Bully PulpitThe Bully PulpitPardon Me, Hunter Biden? / The Mayor's Return / What happens in Europe doesn't stay in EuropeAndrew’s Article - https://centerforbaptistleadership.org/the-suicidal-ends-of-secular-compassion/Follow the squad:https://x.com/ErikReedhttps://x.com/deaninserrahttps://x.com/andrewtwalkhttps://x.com/EricTeetsel2024-12-0550 minThe Bully PulpitThe Bully PulpitTHANKSGIVING SPECIAL: Has Anyone Seen Dean / Appointments Disapointment / TariffsAndrew’s Article - wng.org/opinions/no-arrogance-no-cowardice-1732621567Follow the squad:https://x.com/ErikReedhttps://x.com/deaninserrahttps://x.com/andrewtwalkhttps://x.com/EricTeetsel2024-11-271h 05The Bully PulpitThe Bully PulpitMoral Deportation Policy /Josh Howerton’s Viral Sermon / Get Married, Have Kids, Fight the SYSTEMListen To Josh’s Viral Sermon - https://www.youtube.com/watch?v=SitsLDo6X_Y&ab_channel=LakepointeChurch(01:58) Josh Howerton Intro(4:48) Talking Politics in the Pulpit  (19:33) The Lindy Effect and Institutions(23:50) First Trans Member of Congress(30:23) Josh’s Theory of Blue Sky and Woke Feminist Mobs(50:49) Andrew v. Teetsel on Gaetz and RFK Jr. (1:04:27) Moral Deportation Policy(1:15:30) What Caught My EyeFollow the squad:https://x.com/ErikReedhttps://x.com/deaninserrahttps://x.com/andrewtwalkhtt...2024-11-201h 20Yet Another Value PodcastYet Another Value PodcastRandom Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risksWelcome to the November 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: Quick thoughts on the election, polymarket, what investors do to stay on top of their game, Investing blind spots: financial engineering and existential risks. Chapters: [0:00] Introduction to Andrew's Random Ramblings + Episode sponsor: Daloopa [1:57] Quick thoughts on the election, market reactions [6:35] Polymarket [9:48] What do top investors do that mirrors NBA players that spend millions on their body management to stay...2024-11-2026 minYet Another Value PodcastYet Another Value PodcastRandom Ramblings October 2024: networking with good investors, geopolitical risks, energy, probabilitiesWelcome to the October 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: being in the room with good investors, geopolitical risks, oil & energy shortages and follow up to September 2024 ramblings on probabilities. Chapters: [0:00] Introduction to Andrew's Random Ramblings + Episode sponsor: Tegus [2:29] Being in the room with good investors [6:35] Geopolitical risks [11:16] Oil/energy shortage [15:06] Follow up to September 2024 ramblings on probabilities Episode sponsor: Tegus If you’ve...2024-10-2525 minThe Bully PulpitThe Bully PulpitCall Kamala Daddy, Election Expectations, and Angsty White People Middle-Class Problems(0:05) Kamla on Call Her Daddy(07:28) Amber Thurman Background (17:00) Kamala Now Doing Media  (25:31) What to Expect on Election Night(37:58) Andrew’s Famous Deconstruction Tweet(1:02:45) What Caught Your Eye This Week?Follow the squad:https://x.com/ErikReedhttps://x.com/deaninserrahttps://x.com/andrewtwalkhttps://x.com/EricTeetsel2024-10-101h 07Yet Another Value PodcastYet Another Value PodcastRandom Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fameWelcome to the September 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: heavy selection bias, probabilities and waiting and how people value them, and returns on fame. Chapters: [0:00] Introduction to Andrew's Random Ramblings + Episode sponsor: Daloopa [1:36] What are the returns for folks focused on one company, one sector [7:25] Probabilities and terminal 0's [12:57] Returns on fame Today's sponsor: Daloopa Hey there, fundamental analysts - Are you tired of...2024-09-2421 minThe Bully PulpitThe Bully PulpitAndrew vs. Matt Walsh, Biblical Deception, and Yet Another Attempt on TrumpSee Andrew’s Tweet that started it all - https://x.com/andrewtwalk/status/1835035870929535109See Matt Walsh’s YouTube video response - https://www.youtube.com/watch?v=at9Gh2NU7zw&ab_channel=MattWalsh(0:35) Andrew Tweets about “Am I a Racist” and…(22:35) What are the limits on Christian behavior in a political conflict?(44:54) A second attempt on Trump’s life. (52:40) What Caught my EyeFollow the squad:https://x.com/ErikReedhttps://x.com/deaninserrahttps://x.com/andrewtwalkhttps://x.com/EricTeetsel2024-09-201h 02Yet Another Value PodcastYet Another Value PodcastRandom Ramblings August 2024: crazy start to August, due diligence trips, seeing management teamsWelcome to the August 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: crazy start to August in the stock market, due diligence trips, and forming relationships with management teams Chapters: [0:00] Introduction to Andrew's Random Ramblings + Episode sponsor: Tegus [3:04] Topics: crazy start to August in the stock market, due diligence trips, forming relationships with management teams [3:51] Crazy start to August in the stock market [10:11] Due diligence trips [17:30] Due diligence-ing people...2024-08-1426 minYet Another Value PodcastYet Another Value PodcastRandom Ramblings July 2024: stock price driving narrative + investing in products you don't likeWelcome to the July 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: small cap performance, buybacks, stock price drives narrative, CEO changes, due diligence on companies you don't like (i.e. don't like the product or service personally), alternative data and idea dinners. Posts mentioned during pod: On the stress of market melt ups: https://www.yetanothervalueblog.com/p/weekend-thoughts-the-stress-of-market On stock prices driving narrative: https://www.yetanothervalueblog.com/p/weekend-thoughts-bonus-stock-prices Chapters: [0:00] Introduction...2024-07-2523 minYet Another Value PodcastYet Another Value PodcastRandom Ramblings June 2024: franchisees, blaming IR, competitors, interest vs. stats, thesis driftWelcome to the June 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: investing into franchisees, blaming IR for stock price, competitors, interest in a stock and thesis drift. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapters: [0:00] Introduction to Andrew's Random Ramblings + Episode sponsor: Daloopa [1:33] Investing into franchisees [10:43] Blaming IR for stock price [13:37] Killing competitors [16:25] Interest in a stock [18:12] Thesis drift2024-06-1823 minYet Another Value PodcastYet Another Value PodcastRandom Ramblings May 2024: conferences, control shareholders, energy drinks and stock advertisingWelcome to the first edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: investor conferences (since returning from Planet MicroCap Showcase: VEGAS 2024), control shareholders, energy drinks and stock advertising. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapters: [0:00] Introduction to Andrew's Random Ramblings + Episode sponsor: YCharts [3:29] Investor conferences - just returned from the Planet MicroCap Showcase: VEGAS 2024 / time for a Yet Another Value conference? [6:28] Control shareholders [12:24...2024-05-0819 minYet Another Value PodcastYet Another Value PodcastMatt Turk on why corporate history matters with Target Hospitality $THMatt Turk joins the podcast to discuss his thesis on Target Hospitality Corp. (NASDAQ: TH), one of North America's largest providers of vertically integrated modular accommodations and value-added hospitality services. Links: https://www.bamsec.com/filing/114036124014503/4?cik=1859285 https://www.youtube.com/watch?v=31s6todiuM8 Matt's YouTube Channel: https://www.youtube.com/@given2trade4 Chapters: [0:00] Introduction + Episode sponsor: Fundamental Edge [1:53] What's going on with Target Hospitality $TH and why its interesting to Matt [8:18] $TH Corporate history and why it's important / 2020 letter compared to 2024...2024-04-231h 10The Messy Action PodcastThe Messy Action PodcastPODCAST PARTY: Andrew (my fiance) is a SavageWelcome to the FINAL INTERVIEW of the Messy Action Podcast Party!!! We are ending it with a bang... by bringing on my fiance, Andrew Walker. MY FREAKING ROCK throughout all the messy action moments I have taken over the last three years! GIVEAWAY #3 is presented at the end engraved apple airpods this can be won by : Heading to the @cbardofit OR @messyactionpodcast instagram to enter the giveaway via THE MOST RECENT POST!!!! For more: Follow the RISE Facebook and Instagram!2024-01-3122 minYet Another Value PodcastYet Another Value PodcastRaper Capital's Jeremy Raper expounds on his letter to Bragg Gaming $BRAGJeremy Raper, Founder of Raper Capital, is back on Yet Another Value Podcast to discuss Bragg Gaming (NASDAQ: BRAG / TSX: BRAG), a global B2B content-driven iGaming technology provider. On November 22, 2023, Jeremy published "An Open Letter to the Chair of the Board of Bragg Gaming Group." on his website (link below), where he outlines strategic alternatives for the company. Jeremy and Andrew close out with Jeremy's take on the Spirit / JetBlue trial. For more information about Jeremy Raper and Raper Capital, please visit: https://rapercapital.com/ Jeremy's Letter to $BRAG management: https://rapercapital.com/2023/11/22/an-open-letter-to-the-chair-of-the-board-of-bragg-gaming-group/ ...2023-12-0556 minYet Another Value PodcastYet Another Value PodcastYAVP AMA hosted by Caro-Kann Capital's Artem FokinArtem Fokin, Portfolio Manager at Caro-Kann Capital LLC, returns to the podcast to do a fun AMA, not as a guest, but putting his hosting skills to the test and interviewing YAVP host, Andrew Walker. For more information about Caro-Kann Capital, please visit: http://caro-kann-capital.com/ Chapters: [1:25] Introduction + Episode sponsor: Alphasense [3:03] Idea/inspiration for launching Yet Another Value Podcast [5:56] 5% that is not "Podcast Andrew" [7:10] YAVP format - how Andrew got to this podcast format [10:56] Sourcing guests [18:07] Interview preparation process [26:29] Interviewer inspiration...2023-11-3059 minYet Another Value PodcastYet Another Value PodcastFocus Capital's Mordechai Yavneh returns to explain how $SIMO / $MXL deal fell apartMordechai Yavneh, Founder and Portfolio Manager at Focus Capital, returns to the podcast to discuss how the Silicon Motion Technology Corporation (NASDAQ: SIMO) / MaxLinear (NASDAQ: MXL) deal fell apart. Focus Capital's research site (with SIMO deck): https://focuscapitaladvisers.com/research Mordechai's December 2022 $SIMO pitch on YAVP: https://youtu.be/f--RrIG1fAQ Chapters: [0:00] Introduction + Episode sponsor: Stream by Alphasense [1:46] Update since Mordechai's $SIMO pitch with Andrew in December 2022; how $SIMO / $MXL fell apart [6:49] The four reasons $MXL said they were able to back out of the deal 2023-08-141h 10Yet Another Value PodcastYet Another Value PodcastCove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT UpdateCove Street Capital's Jeffrey Bronchick, Principal and Portfolio Manager, and Andrew Leaf, Principal, Research Analyst, discuss their thesis on Ecovyst Inc. (NASDAQ: ECVT), a leading integrated and innovative global provider of specialty catalysts and services. Also, be sure to stick around for the last ten minutes as well to hear Jeff and Andrew's update on Viasat $VSAT. For more information about Cove Street Capital, please visit: https://covestreetcapital.com/ Quick blurb on $VSAT: https://covestreetcapital.com/well-that-wasnt-fun/ Chapters: [0:00] Introduction + Episode sponsor: Stream by Alphasense [1:57] What is Ecovyst and why...2023-07-1958 minandrews crazy awesome podcastandrews crazy awesome podcastat MA with da bois (and ur mom)Wick, Andrew, Jonah, and Lucas make terrible jokes while at a track meet2023-04-2408 minYet Another Value PodcastYet Another Value PodcastVince Martin on the "Game of Thrones" style proxy fight at $CUTRVince Martin, Lead Analyst and Writer at the Overlooked Alpha newsletter, discusses the "Game of Thrones" style proxy fight happening at $CUTR. For more information about the Overlooked Alpha newsletter, please visit: https://www.overlookedalpha.com/ Chapters: [0:00] Introduction + Episode sponsor: Stream by Alphasense [2:06] What is Cutera $CUTR - An Overview [3:33] Cutera's acne products [5:44] Sales strategy for acne products and how that panned out [8:35] Understanding to potential stickiness for AviClear and comparables [11:13] Proxy fight [15:21] Dynamics between CEO and Executive Chairman [21:40] Market response...2023-04-1956 minYet Another Value PodcastYet Another Value PodcastChris DeMuth's State of the Markets for March 2023It's the end of the month, which means its time to welcome back Chris DeMuth for his monthly state of the markets. March 2023 was a doozy, so a lot to breakdown here, including: banking crises, thoughts on Coinbase's wells notice, mergers hanging in the balance (JetBlue/Spirit & Microsoft/Activision Blizzard), and more! For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Show notes: [0:00] Introduction + Episode sponsor: Stream by Alphasense [1:40] What's on Chris' mind for March 2023: Banks, Energy, Crypto, Government public policy reaction, plus more! [3:05] Volatility in...2023-03-3142 minYet Another Value PodcastYet Another Value PodcastAlex Morris provides 2023 overview on Cable and what makes Media so attractiveAlex Morris, Founder of TSOH Investment Research, returns to Yet Another Value Podcast for the third time to chat with Andrew about the Media and Cable sectors in 2023. The Media and Cable sectors move at a mile a minute and it was time to have Alex back on to sift through all the noise. This conversation covers everything from: how mobile carriers think about fixed wireless, Charter vs. Cable One & T-Mobile, does Disney have an IP problem, and much more. For more information about Alex Morris and subscribe to his research service, TSOH Investment Research Service, please...2023-03-2856 minYet Another Value PodcastYet Another Value PodcastAn exciting time in the Cable Business with Cable One Julia Laulis (NYSE: $CABO)Julia Laulis, Chair of the Board, President & CEO of Cable One, Inc. (NYSE: CABO), joins Yet Another Value Podcast to discuss how the cable industry is positioned right now in 2023, and Cable One's focus moving forward. Cable One will also be at The Markel Corporation's 2023 shareholders meeting in Richmond, VA on May 17, 2023, where Andrew will also be in attendance. Chapters: 0:00 - Introduction + Episode sponsor: $BYTE 1:44 - Let's talk about the Cable business; why its an exciting and scary time in the space 4:04 - Does fixed wireless pose a risk to Cable One's focus on broadband for small cities, large...2023-03-201h 02Yet Another Value PodcastYet Another Value PodcastAndrew Carreon from Emeth Value on Diversified Energy $DECAndrew Carreon, founder of Emeth Value, discusses his thesis on Diversified Energy (DEC; trades in London). Key points include how the company can get such good deals on acquisitions, if the company has an edge in handling asset retirement obligations, and why the company pays such a big dividend.My bull thesis on DEC: https://yetanothervalueblog.substack.com/p/tegus-sponsored-deep-dive-4-natural-198Andrew's first podcast appearance on BSM: https://twitter.com/AndrewRangeley/status/1402967314233008129?s=20&t=8N1sKfcgkx0mbRjNkJxL6wBloomberg article on DEC: https://www.bloomberg.com/news/articles/2021-10-20/gas-producer-diversified-energy-said-emissions-fell-now-it-says-they-didn-tChapters0:00...2022-08-221h 27PremodcastPremodcastMini-meta Analysis & Ken Meyer Jr InterviewWe coming in hot with a fresh Premodcast drop! In between vacations we did an hour record to talk about how the meta is looking these days as well as a...let's say a look at the wild June monthly finals won by Rich Shay over Jens Jaeger on Turtle Splash. Then Mike and Andrew talk with Ken Meyer Jr. Apologies again for timeliness on this one, we recorded it back in early May but had some technical difficulties and couldn't get it out before Lobstercon. Still a great interview with a classic Magic artist!2022-07-302h 16PremodcastPremodcastLobstercon 2022 RecapWelcome back to all those who made it out to Lobstercon! Jared and DFB put on a fantastic weekend and now for your listening pleasure Jared and Andrew go over all the ins and outs and glorious details of Lobstercon 2022. Sidenote: Andrew's mic got damaged during the stream at lobstercon and doesn't sound great.2022-05-191h 26Yet Another Value PodcastYet Another Value PodcastAndrew Wagner on Copart (CPRT)Andrew Wagner, CIO of Wagner Road Capital Management, discusses his thesis on Copart (CPRT).My Copart (CPRT) notes; https://twitter.com/YetAnotherValue/status/1514627334464323589?s=20&t=yjNrQXKvqPrQdJZ_Z00TdwAndrew's post on Copart: https://www.wagnerroadcm.com/blog/2022/4/8/what-i-like-about-copart-and-how-i-found-itAndrew's Book: The Economics of Online Games: https://amzn.to/3KNkAPnChapters0:00 Intro2:05 How Andrew found CPRT5:30 What is the market missing in CPRT?9:20 What does CPRT do?11:00 What is CPRT's moat?13:25 Does CPRT's network advantages give them an edge in expansion?15:00 Bear case #1: Valuation16:30 Bear case #2...2022-04-1853 minPremodcastPremodcastJeff Laubenstein Interview and Mulligan TalkWe have a get, Jeff Laubenstein famed Premodern era Magic artist joined Andrew and Mike to talk about his experiences making magic art, and to plug the upcoming Lobstercon where he'll be in attendance. The guys discuss the history of mulligans as well, and our takes on the different rules. (P.S. I later realized it was PeeWee Herman not Alan Cumming don't come after me!) 2022-03-161h 57Yet Another Value PodcastYet Another Value PodcastAndrew Freedman walks through the TMT spaceAndrew Freedman, managing director at Hedgeye, walks through the TMT landscape post earnings. Key topics include how he looks at legacy media company, why he's bearish PINS and SNAP but long TWTR, and his wories that the economics of streaming simply don't work.Andrew's Twitter account: https://twitter.com/HedgeyeCommChapters0:00 Intro1:15 Andrew's Process5:15 Discussing long TWTR vs short SNAP / PINS9:35 Does the strategic interest around PINS worry you?15:20 What's going on with TWTR right now?32:30 Discussing legacy media (starting with VIAC)37:10 Comping VIAC's valuation versus NXST41:10...2021-12-061h 07Arcana UncorkedArcana UncorkedA Time for Time Magic; Chronomancer WizardsTime magic is as awesome as it is potentially problematic. From the sheer strength of the possible effects to the amount of bookkeeping it requires to keep it all straight, there are plenty of reasons for players to avoid it. That said, we here at Arcana Uncorked think it is cool, Andrew even played a time mage in an old 3.5 game. And we think there are ways to do it that don't break either the meta or your DM's brain. Today we discuss three Wizard subclasses that bill themselves as Chronomancers, the mostly official one from Wildemount, and 2 homebrew...2021-10-031h 02Arcana UncorkedArcana UncorkedTitanic Creatures from the ABYSSAt what point is a monster no longer a monster? If it is the size of a skyscraper what makes the heros think they can possibly kill it? It may have hit points, but if you can't hit a vital organ then HP doesn't make sense either. In this episode we look at two Titanic Homebrew monsters from the Haven Discord's All Beneath Yonder Sea and Streams (ABYSS) Compendium and talk about what you can do as a DM to make epic encounters with Gargantuan monsters make sense. While doing so, we also discuss how you can make aquatic...2021-08-3155 minArcana UncorkedArcana UncorkedThe Ranger, part 1Is there anything to be said about the Ranger that has not already been said many times? Probably not, but collating the thoughts of many into the opinions of the two must be worth something. So in this episode Pat and Andrew begin a series of talks about the Ranger with a very simple question "What is a Ranger?". We talk about the class features that make a Ranger feel like the fantasy character you want to play, while also noting where the published material falls short of that fantasy. In coming episodes we will drive into reworks of...2021-08-081h 02Arcana UncorkedArcana UncorkedMonk Madness: The Way of the Elemental Bender and Way of the WeaveMonks are probably the most supernatural of the martial classes and it makes sense for them to have abilities that mimic spells. However, giving spellcasting to monks has resulted in the strangeness that is the Way of the Four Elements monk. Homebrew (and the popular media franchises that inspired it) has given us two possible fixes to make spellcasting monks better, that take essentially opposite stances on the issue. Between audio issues and a incredible lack of close reading skill, can Andrew and Pat get to the bottom of monk madness and come out with some good homebrew? 2021-07-1851 minArcana UncorkedArcana UncorkedGolems Galore!What the heck does a Glass Golem do? Golems are the ultimate friend to the squishy evil mage; large, obedient and great fodder for that troublesome adventuring party. However, without support golems don't have much else going for them. Today Pat and Andrew take a look at a take on making Golems encounters more dynamic with a revised quartet of golems from the Monster Manual and a bunch of new ones. They also dive into the real world folklore of golems and maybe get a bit too excited about ways to kill, rather, challenge your players. 2021-07-1156 minArcana UncorkedArcana UncorkedMatt Mercer's Gunslinger, plus game tales with Emma!It's time folks, get your pitchforks ready. We are taking your purist fantasy setting and adding guns! Perhaps the most popular homebrew subclass out there, there is a ton to talk about regarding the gunslinger both about the subclass specifically and about how to incorporate firearms into your game without breaking balance. Additionally, we welcome Pat's partner Emma to the podcast. She brings with her Adorabella, her Southern Belle Owl person with a gun who has been a very fun litmus test for how the subclass performs. The Gunslinger can be found on DMsguild for Pay What...2021-07-0358 minArcana UncorkedArcana UncorkedThe Soul BinderPet classes and subclasses have a, well, problematic history in official 5e content. How do you make a companion creature exciting to play while not having to nerf the PC into the ground for balance? The Soul Binder class tackles these issues head on with a class that is exclusively about having a best friend to adventure with. Dragons? Check! Symbionts? Check! A Beastmaster-style sublcass that might actually work? Wow, this class really does have everything! The Soul Binder v.07 (Redux) by u/FragSauce can be found here: https://www.gmbinder.com/share/-MYzYkeD3dtqq-kBBx9...2021-06-2056 minArcana UncorkedArcana UncorkedRules Potpourri; a splash of everything.The 10th episode of Arcana Uncorked eschews well formatted, finely balanced homebrew. No, this time it is all about houserules. These are those on the fly rules changes that you and your DM made because it makes the game more fun for your table. We have a pile of them that we have used or considered for our home games and of course we are going to talk about them.  Oh, and there is an actually word for the "realism" we keep talking about in the episode. "Verisimilitude" is when story elements are consistent with respect...2021-06-1356 minYet Another Value PodcastYet Another Value PodcastAndrew Carreon from Emeth Value on Blackstone Minerals $BSMAndrew Carreon, founder of Emeth Value, discusses his thesis on Blackstone Minerals (BSM). Key points include how some of the company's undeveloped acreage could be a massive call option, how rising commodity prices impact BSM's value, and how BSM compares to other loose peers.Side note: I had a puppy emergency for the last ten minutes of this podcast; you might see me glancing to the side a bit as my dog (Penny) tries to get my attention. I still think the conversation was great, but sorry for that!Emeth Value's website: https://www.emethvaluecapital...2021-06-1054 minArcana UncorkedArcana UncorkedThe Environmental Human and the Greater DragonbornIn this episode Pat and Andrew get distracted for awhile talking about D&D races. Are races meant to more closely reflect racial cultures or actual genetics? Then we actually get to the meat of the matter and talk about fixes for two underwhelming Player's Handbook races. How do you make a human more than a boring set of stat boosts? Make their subrace speak to their culture! How do you make a Dragonborn feel more draconic? Make the mechanics more closely reflect draconic biology!  The Alternate (Environmental) Human by u/AeronDrake can be found...2021-06-0648 minArcana UncorkedArcana UncorkedThe Book of Beautiful HorrorsMonsters can be a great tool in a DMs homebrew aresenal, but what makes a monster more than the sum of it's stats? In this episode Pat and Andrew talk about the intersection between good monsters and good encounter design. Then they take a look at 3 dangerous monsters from The Book of Beautiful Horrors, an dark fantasy monster supplement featuring monsters from The Witcher (as well as many originals). With this expansive and flavorful supplement you can find challenges to vex your party at any level. What makes these creatures a cut above? Listen and find out. ...2021-05-2959 minArcana UncorkedArcana UncorkedThe Tidecaller, and game tales with LoganToday's episode is features our first guest on the program. Logan is a good friend and longtime member of our campaign here to talk about her character Portia, a Tidecaller wizard and member of the Chromatic Beasts. It's still a homebrew review, but with some added game stories and personal thoughts on how the subclass plays long term.   The Tidecaller and the rest of Yorviing's Arcane Grimoire by u/Yorviing can be found here:  https://www.gmbinder.com/share/-Lx2r95-_Z8zlgFJHp4Z#p34  And here is...2021-05-2245 minArcana UncorkedArcana UncorkedWhich Witch?Spirit magic, curses, the occult arts, there are many ways to define a Witch. But which ideas and mechanics make for the best D&D witch? Today we discuss the themes that a Witch needs to differentiate itself from other spellcasting classes. Then we take a look at 3 different witchy homebrew classes, each with a unique take on the concept. Which witch is the best witch? Tune in to find out. We had a bit of audio trouble on this one, Pat's mic died midway through recording and we had to use a backup. The last 40...2021-05-151h 08Arcana UncorkedArcana UncorkedEvolving CantripsUtility cantrips that scale like damage cantrips? It's more likely than you think! Andrew and Pat take a look at how PCs use cantrips, from the Archmage to the Eldritch Knight and how improving cantrips can improve gameplay. The good cantrips get better, but can this system even save True Strike? Evolving Cantrips (Version 2.5) by u/Carios125 (Yoonki) can be found here: https://drive.google.com/file/d/1PHpOenx-jkwEuHLblDCB7WdSnF1C89xS/view Intro and outro music is Lord of the Land by Kevin MacLeod from Incompetech. The image in the title...2021-05-0851 minArcana UncorkedArcana UncorkedThe WitcherToday Pat and Andrew review their first new homebrew class, the Witcher. They discuss the design philosophy of classes in 5th edition and ask how specific a class can be before it needs to be a subclass? After that they talk about the archetypal features of the Witcher class, including the Focus mechanic, a unique way to increase the Witcher's combat versatility.  The Witcher version 2.0 by johnofbohemia can be found here: https://drive.google.com/file/d/1V68y2ZDX_Xo7lga-zo7ftSNfWgnXiDxB/view and on their reddit at u/johnofbohemia 2021-05-011h 04Arcana UncorkedArcana UncorkedThe Tweaked SorcererIn this episode Pat and Andrew discuss the problems inherent in the Sorcerer class in the players handbook. Afterwards, they take a look at a long trusted homebrew of the sorcerer that purports to tackle those issues. Finally, we take a look at two subclasses in this tweaked sorcerer, one that alters the way wild magic works and another that is brand new. The Tweaked Sorcerer by Sword Meow et al can be found here: https://www.gmbinder.com/share/-LScPfDMNJC1r34ymHuX and on their reddit at u/swordmeow Intro...2021-04-2450 minYet Another Value PodcastYet Another Value PodcastCove Street Capital on Viemed (VMD)Eugene Robin and Andrew Leaf from Cove Street discuss their investment in Viemed. Viemed targets organic growth rates over 30%, yet the company only trades for ~15x free cash flow. Andrew and Eugene lay out their case for why the market is wrong on this one, including why VMD's business model is advantaged versus their competitors and why they aren't scare of a Medicare cut in the near to medium term.Cove Street's first podcast appearance on Viasat (VSAT): https://youtu.be/Otw0oWvuhdU​Chapters0:00​ Intro1:10​ Viemed overview4:30​ Typical use case for VMD's ventilat...2021-04-191h 03Arcana UncorkedArcana UncorkedFey Races: Old Gus' PixieIn this episode Pat and Andrew look at the recent UA published by Wizards of the Coast "Folk of the Feywild" and discuss the hard choices that the designers made when creating these non-standard options. Then we look at the Pixie race from Old Gus' Errata to see how a homebrew creator took on the same challenges.  A couple notes about this episode. First, it was recorded before the most recent UA about Dragons, so we refer to the discussed article as the most recent UA, despite that no longer being the case. Second, Pat's dog...2021-04-1743 minArcana UncorkedArcana UncorkedThe Divine Agent and The SurgeonIn this first episode of Arcana Uncorked, Pat and Andrew discuss what makes good homebrew and where to find it. After that they look at two Subclasses for the Rogue, The Divine Agent (version 1.0) and the Surgeon (version 1.1), both written by KibblesTasty. As discussed in the episode, we find a lot of great homebrew on r/UneathedArcana, which can be found here: https://www.reddit.com/r/UnearthedArcana/ In particular taking a look at their curated list in the sidebar is a great start to find some nice documents very quickly. 2021-04-151h 06PremodcastPremodcast(Plane)Shifts in the MarketplaceWe got a big one this time! The boys discuss the recent craze in Magic's financial sector and how it relates to Premodern. Then recent 2020 Premodern Community Award winner Andrew (check the bonus episode if you haven't!) goes over his signature deck Enchantress. And round it all out with our top 5 picks for Planeshift.2021-02-012h 00PremodcastPremodcastBonus Episode! Martin Berlin awards and interviews AndrewEnjoy a special bonus episode listeners! Martin Berlin awarded the Premodcast's own Andrew Walker the 2020 Premodern Magic Community Award. Here is his interview with everyone's favorite Enchantress aficionado Mr. Andrew Walker.2021-01-311h 08Yet Another Value PodcastYet Another Value PodcastZack Silver on Liberty Media Investor Day and CuriosityStream (CURI)Zack Silver, an analyst at B. Riley, recaps what happened at Liberty Media's Investor Day, including Liberty's bullishness for tech companies, Liberty's plan to launch a SPAC, and how Liberty has handled the pandemic overall. Then, we discuss his newest coverage, CuriosityStream (CURI), a new streaming service that recently went public through a SPAC.Chapters0:00 Intro and Background3:30 What separates the best buy-siders Zack interacts with7:00 Shentel (SHEN): the most interesting stock in Zack's universe9:20 WideOpenWest (WOW): the most undervalued name in his coverage11:30 Takeaways from Liberty Investor Day14:20 Liberty SPAC...2020-11-241h 05PremodcastPremodcastAn Alluring LegacyThe boys open their gift, a three way crack-a-pack of Urza's Legacy. You can follow along with the video here on Andrew's stream https://www.twitch.tv/videos/784263867  Many many thanks to Gerard Siatkowski! They also discuss Aluren a very tricky and fun combo deck.2020-10-271h 42PremodcastPremodcastThe Number of the BeastAnd we're back listeners! Jared and Andrew interview Michael Heup, host of the Spring Fling online tournament, and recent winner of the March online monthly. They discuss streaming, his beast rock deck that took down the tourney and many other premodern magic topics.2020-05-161h 38PremodcastPremodcastMy Name is MUDThis episode we talk generally about premodern in the time of Coronavirus, then the bulk of the episode is Jared and Andrew's interview with the February monthly winner Antonio Fiscarelli, Muddy King of Mono-Brown2020-03-241h 36PremodcastPremodcastScryings and FactoriesEpisode 2. Mike and Andrew discuss the recent Sisters of the Flame hosted Scryings tournament they attended at GP:NJ as well as Scryings and Premodern crossovers. Judge's corner topic - Man-lands.Magnus's Blog detailing Scryings:http://oldschool-mtg.blogspot.com/p/scryings.htmlPaul DeSilva's report on the tournament:https://medium.com/@paul.desilva/the-league-of-scrying-gentlemen-323952648e312020-02-041h 04PremodcastPremodcastOriginsPremiere episode of the premodcast. Your hosts Mike Harris, Andrew Walker, and Jared Doucette introduce themselves and discuss Magic: The Gathering's most nostalgic format...Premodern.2020-01-221h 30Publishing With AndraPublishing With AndraAndrew-The Successful Sinner This is one of Andra's Complete Publishing authors, Andrew Walker, the authors of, "The Successful Sinner", His book shares his test and testimony! His book is on Amazon and he can be reached at andrewhart101@verizon.net  --- Support this podcast: https://anchor.fm/andra-walker-publishing/support2019-07-0929 minCountermovesCountermovesCountermoves with Mike HarderMike Harder is joining Countermoves as a Andrew’s co-host. Mike was a missionary kid in Bogota, Colombia. He returned to the states where he attended Northwestern College in St. Paul, Minn., and earned a BA in Church Ministry. He also holds a Master of Divinity degree from Mid-America Baptist Theological Seminary. He is currently pursuing a ...2019-01-3100 minCountermovesCountermovesMatthew Arbo on “Walking Through Infertility”On this episode of Countermoves, Andrew Walker talks with professor Matt Arbo about the topic of infertility. Matt Arbo serves as the Jewell and Joe L. Huitt Assistant Professor of Theological Studies and the Director of the Center for Faith and Public Life at Oklahoma Baptist University in Shawnee, Okla.  He holds a Doctorate of Philosophy ...2018-08-1600 minCountermovesCountermovesContraception and Christian ethics 50 years after Humanae VitaeOn this episode of Countermoves, Andrew Walker talks with ethicist Evan Lenow about the use of contraception and its implications for Christian ethics 50 years after Humanae Vitae. Evan Lenow serves as Associate Professor of Ethics, Bobby L. and Janis Eklund Chair of Stewardship, Director of the Richard Land Center for Cultural Engagement, and Director ...2018-07-1800 minCountermovesCountermovesCatherine Parks and Palmer Williams on Christian WomanhoodOn this episode, host Andrew Walker interviews Catherine Parks and Palmer Williams on Christian womanhood and the local church in light of the cultural conversation around women’s empowerment and the #MeToo Movement. Catherine Parks is a writer and Bible teacher who loves to help women build friendships around Scripture and prayer. She's the author of ...2018-06-2600 minCountermovesCountermovesRyan T. Anderson on the transgender revolutionOn this episode, Andrew Walker interviews Heritage Foundation Scholar Ryan T. Anderson on his new book, When Harry Became Sally: Responding to the Transgender Moment. Twitter: @RyanTAnd Ryan’s Facebook Page Books by Ryan T. Anderson: What is Marriage? Man and Woman: A Defense Truth Overruled: The Future of Marriage and Religious Liberty Debating Religious Liberty and Discrimination When Harry ...2018-02-2800 minCountermovesCountermovesJonathan Leeman on Religious Liberty and Baptist EcclesiologyOn this episode, Andrew interviews Baptist political theologian and IX Marks Editorial Director Jonathan Leeman on the subject of the church’s political identity and how Baptist ecclesiology produces a unique contribution to religious liberty. Twitter: @JonathanDLeeman Books by Jonathan Leeman:  Political Church: The Local Assembly as Embassy of Christ's Rule How the Nations Rage: Rethinking ...2018-02-0900 minCountermovesCountermovesSohrab Ahmari on the Future of Liberal Democracy and the Global WestOn the first full episode of Countermoves, Andrew interviews Commentary writer Sohrab Ahmari, formerly of the Wall Street Journal, on the future of liberal democracy and looks at particular threats facing the West.  His work has covered issues of the crises facing liberal democracy, foreign policy, identity politics, family stability, the gender revolution, and the ...2018-02-0800 minCountermovesCountermovesIntroducing CountermovesOn this inaugural episode, Andrew T. Walker introduces the ERLC’s latest podcast Countermoves: A Christian Review of Ideas Shaping Church and Culture. Countermoves is taken from the title of a volume by Carl F. H. Henry, one of the most influential 20th century theologians—a man who devoted much of his work to analyzing contemporary culture ...2018-02-0600 min