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.
Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital
At $7.40, Wyden frames Stagwell at roughly 4.9x 2027 EBITDA and a 22% 2027 free cash flow yield, versus $18-$26.50 under cited comparables.Large-client complexity and agency data underpin Wyden’s AI defense, while buybacks may be catalysts.Driven Brands’ Take 5 generates roughly 40% new-unit cash-on-cash returns, but debt, EV adoption and corporate costs remain unresolved risks.
Investing in growth tech with Lead Edge Capital's Evan Skorpen
Lead Edge Capital buys concentrated stakes in growth winners during valuation “air pockets,” not merely cheap declining software, seeking real customer ROI and unique delivery capability.Skorpen sees software’s selloff partly as maturation from 20–30% growth to the high teens, making lower entry valuations strategically useful, while AI may capture the interface above sticky systems of record such as Workday.
Shomik Ghosh's $CWAN bull thesis
Clearwater is priced as an integration accident, while its cloud-native shared data layer could connect Enfusion, Beacon, BISTRO, and legacy Clearwater into a front-to-back investment platform.At about $19.20, stabilizing Enfusion’s 92%-94% gross retention could move growth from 13% toward 15% before cross-selling, but sponsor selling and growth-linked acquisition incentives keep execution and governance unresolved.
Anek Capital's Orel Levy's Cellebrite Thesis $CLBT
Cellebrite pairs around 20% revenue growth with over 100% cash conversion and a broader “case to closure” digital-forensics platform beyond phone unlocking.With roughly 90%-96% of growth from the installed base, Inseyets migrations generate 25%-40% uplifts, while delayed federal budgets, management turnover, and unresolved newest-iPhone extraction capability remain risks.
Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)
Oracle’s 2003 short case—quarter-end sales, channel stuffing, governance red flags, and overpromising—underestimated Ellison’s foresight on centralized data, browsers, cheap devices, and standardized software.ERP migration remains a “partial brain transplant,” with Oracle unable to operate for 10 days; Lamb Weston, buybacks, growth investment, and Safra Catz’s succession leave implementation risk and leadership fit to monitor.