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.
Pershing Square Challenge 2026 runner-ups on Baker Hughes $BKR
Baker Hughes is pitched as a misunderstood transition from oilfield services toward IET, now roughly half the mix versus 37% in 2020, with demand potentially extending into a “2030 and beyond” story.The mechanism is turbine-tier substitution and 10-year-plus service agreements at roughly double equipment margins, while the $13.5B all-cash Chart deal offers upside but leaves integration, valuation, and governance risks 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.
SemiAnalysis' Jeremie Eliahou Ontiveros on all things datacenter / power
Andrew WalkerJeremie Eliahou Ontiveros
Modular on-site gas is becoming the fastest route to energizing AI data centers, with 3-40 MW systems and credible hyperscaler projects targeted for 2026-27 while displacing diesel backup demand.SemiAnalysis expects hyperscaler capex to grow 35%-40% in 2026 and 25%-30% in 2027, but CoreWeave and Oracle face 15-year infrastructure obligations against roughly five-year GPU contracts, alongside GPU depreciation risk.
Old West's Brian Laks dives into metals, mining, and uranium
Uranium has shifted from indiscriminate asymmetry to selective underwriting, with spot near $70 per pound and inflation potentially lifting break-evens to $60-$70 or higher.Reactor extensions, new builds, SMRs and AI data centers strengthen demand, but permitting delays may leave 2030s utility requirements uncovered.Old West is reallocating across uranium, copper and gold while monitoring scarcity pricing and policy premiums.
Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC
Sable Offshore’s Santa Ynez restart is nearing a regulatory inflection point: its first platform is producing into the onshore facility, but commercial sales await State Fire Marshal certification amid litigation.Low decline, 80% fixed lifting costs, and potential 70,000-barrel-per-day output support Kelleran’s roughly $1.2 billion EBITDA estimate against $3–3.5 billion EV.Certification, the $800 million–$1 billion Exxon PIK refinancing, and roughly 14% short interest frame the catalysts and 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.
Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)
Valeura Energy’s roughly $650 million market value is set against $260 million of cash, no debt, and Yavneh’s estimate of $150 million annual cash generation at $75 oil, implying enterprise-value payback in two to three years.Reserve replacement can extend production and defer decommissioning, but early-2030s concessions and the post-extension outlook remain unresolved; a larger Wassana platform targeting first oil in Q2 2027 is the next catalyst.