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.
Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG
DraftKings’s underappreciated iGaming business exceeds 20% of revenue, grows 20%-25%, and may already generate $300-$500M of EBITDA while sports betting roughly breaks even.Betfair’s 20-plus-year, roughly 5% share counters the prediction-market threat, but nationwide reach, lower fees, and no state gaming taxes make the 2027 or 2028 Supreme Court path a key catalyst, with unregulated 50% share a key risk.
Flying through the Volaris thesis with Antipodes' Phillip Namara
Volaris is framed as a mispriced merger option: about $10 a share standalone versus $20–25 if its merger with Viva Aerobus closes.Bus conversion, Interjet’s roughly $8 fare step-up, P&W restoration by end-2027 and 3–6% revenue synergies support upside, but regulatory approval remains decisive.