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.
Carriage House's Will Cleary on $FTAI
FTAI’s vertical integration turned CFM56 module swaps from zero in 2020 into a $2B business with 10% share today, indicating value beyond the engine shortage.Swapping a module cuts a four-to-six-month, $7M shop visit to 2–3 weeks and $4.5M, while the $6B SCI could lock in roughly 25% module growth in 2027.SCI’s off-balance-sheet structure and FTAI Power’s unproven 2027 turbine target remain watchpoints.
Yummy Century Egg's Guowei Zhang Echostar follow up $SATS
AT&T’s $22.7 billion EchoStar purchase inferred a 50% premium for 600 MHz, signaling that “the spectrum market has reset.”After debt and taxes, Guowei’s math puts $SATS’s floor in the low-to-mid-$50s per share within one to two years, before AWS-4’s potential roughly $80.The key risk is a $5 billion D2D build that could strand AWS-4 value behind SpaceX and Amazon, pending FCC approval.
Yummy Century Egg's Guowei Zhang on Echostar $SATS
Guowei Zhang values EchoStar’s spectrum at roughly $60 billion against about $13 billion of wireless debt, assigning zero value to Hughes and Dish TV.The network is about 70% cheaper to build but burns $600 million-$700 million quarterly and could reach zero cash by Q3 2026.Bankruptcy may enable an orderly spectrum sale, but FCC discretion and AWS-3/AWS-4 convert treatment leave realization uncertain.