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.
$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
DNOW’s MRC Global merger creates a full-chain distributor with $75M targeted synergies and water, utilities, and data-center exposure.Buybacks at $10–12 and debt paydown support a cash-flow case, while the conservative-looking 2027 $350M EBITDA guide compares with roughly $400M on 2024 numbers.Reaching $30–32 by 2028–2029 from $16 depends on $300M 2027 FCF and re-rating, leaving ERP execution, macro recovery, and multiple expansion to monitor.
Chadd Garcia drills into LandBridge's value
Chad Garcia frames LandBridge as a higher-quality Permian land and surface-use royalty play, trading at 20–22x EBITDA versus TPL’s 28–31x.Management said 5M bbl/day could be absorbed within five years at 15-cents-per-barrel pricing, implying 25% FCF CAGR despite no long-term guidance.Data-center upside remains a free option, with no Permian hyperscaler definitively announced.
Chris Paryse on Ferrellgas's big conversion $FGPR
Ferrellgas completed its Class B conversion at 5x—1.3M Bs became 6.5M As versus just under 5M existing As—avoiding a 6x step-up within 20 days while roughly doubling free float.With $330–340M EBITDA and $85–90M FCF, Paryse expects cash rebuilding around the 7x preferred covenant before a dividend “this time next year.”Nasdaq uplisting, potential preferred takeout, and fragmented-market M&A are catalysts, while 6.8x leverage, illiquidity, and governance remain risks.
Pitch the PM's Doug Garber on $TUSK's mammoth cash balance
TUSK’s roughly $118 million equity value compares with $135 million of unrestricted cash and potential cash claims of approximately $0.80-$0.90 per share.PREPA settlement and the transmission-and-distribution sale rebuilt the balance sheet, but credibility damage and cash-burning operations make the next CEO’s deployment of approximately $150 million both catalyst and risk.