PERSON DIRECTORY
Andrew Walker
Host of Yet Another Value Podcast. Andrew Walker appears in 145 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
August 2026 Random Ramblings
Strategy’s $300M stock and $100M Bitcoin sale funded roughly $80M of STRC preferred purchases while it traded above NAV, reviving the case for a capital-structure reset.Situational Awareness’s 10x AI long/short trade blew up after repeated pressing without rebalancing.Former Bitcoin-miner power shells near CoreWeave or Meta contract DCFs may offer upside, subject to credit, capex, power and GPU risks.
May 2026 Random Ramblings
Walker sees a 10% YTD market rise despite war, energy prices, deficits, and rising rates, with more than all gains from the top 20 stocks.Memory at 20x tangible book faces supply responses from Chinese fabs, oligopoly break-up, hyperscalers, or engineering around bottlenecks.He also flags AI eroding qualitative edges and MSTR’s preferred-equity machine if Bitcoin falls from 75,000 to 50,000.