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.
Zack Buckley on $PRTH's take private
Priority Technology trades at 4–5x free cash flow despite 10%+ FCF/share growth and over 90% recurring or reoccurring business, while Treasury Solutions contributes roughly $180M of adjusted EBITDA at an 84% margin.The $6.00–$6.15 take-private proposal trails the January 2025 $7.75 secondary and Buckley’s $17 SOTP, while the 9–10 month Barclays/Paul Weiss process remains unresolved amid possible negotiation leverage and kitchen-sinking risk.
$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.
June 2026 Random Ramblings
SpaceX’s $60 billion Cursor acquisition puts FTX/SBF’s roughly 5% stake in focus, while Andrew Walker argues the apparent VC “grand slams” may reflect fraud-funded access and brand effects.Walker argues AI may reward deep expertise and trusted brands as slop and second-hand hallucinations spread, while Polymarket’s MicroStrategy resolution exposes unresolved gray-area and reflexivity risks in thin markets.
How investors can improve at expert calls and AI with AlphaSense's Ryan Fennerty
At-cost transcript libraries have replaced $1,500–2,000 private calls for much of the ramp-up work, compressing two weeks of research into a day.AI interviewers could make 10-CIO surveys viable, while 80 by 80 comparisons and autonomous reports extend monitoring beyond human capacity.Technical skills may commoditize by 2030, leaving traceability, triangulation, judgment, and proprietary-data scale as unresolved competitive questions.
Bill Chen on the current set up for REITs
Bill Chen’s 6% cap-rate framework yields roughly 5.1–5.2% true unlevered free cash flow; adding 2–3% rent growth and 20% LTV leverage supports about 10–11% permanent-hold returns without a takeout.NAREIT’s 7.3% two-year return reflected 2021 overbuilding and 2024–25 deliveries, but below-average starts suggest the cycle is turning; five simultaneous liquidations and 110–130% gross exposure offer catalysts while leaving picked-over-tail risk.