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.
The Fairfax Way with David Thomas $FFH.TO
Fairfax delivered a 19.2% cumulative annual return from 1985 through 2024 as insurance, investments, and non-insurance operations evolved into three concurrent earnings engines after costly lessons in under-reserving and hedging.Buybacks have retired more than 20% of shares but recently slowed; succession and the 15% long-term book-value-growth objective now test whether this second wind can outlast Fairfax’s “seven lean years, seven fat years” rhythm.
Gymkhana Partners' Andrei Stetsenko on Maharashtra Scooters and Indian Holdcos
Maharashtra Scooters offers roughly $4 billion of listed Bajaj shares and no debt at about 50% of marked NAV, while earnings growth—not liquidation—underpins the thesis.Bajaj Finance and Bajaj Finserv provide exposure to underpenetrated lending, insurance, and asset management; SEBI reforms and Bajaj Holdings’ recent share sales could narrow the discount, but collection discipline and cyclical growth remain central risks.
The Snowball (May 2025 Fintwit Book Club)
Early Buffett’s repeatable edge was “cigar butts plus control” or buying businesses amid company-specific distress, not simply owning mature compounders.Sanborn Map and Dempster Mill show activism and liquidation supplying the catalyst, while GEICO and The Washington Post illustrate crisis-created entry prices.Salomon and LTCM suggest crisis expertise could become valuable, but the missed roughly $3 billion immediate LTCM opportunity highlights execution risk.