PERSON DIRECTORY
Chris Waller
Chris Waller appears in 2 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Hidden Gems' Chris Waller Judges Scientific Thesis
Judges Scientific has compounded incremental capital at roughly 20% for 20 years by buying founder-owned scientific-instrument leaders at roughly 5–6x EBIT and preserving autonomy, brands, and pricing power.That trust-based model supports an estimated £80 million of acquisitions over three years, but US university spending has frozen, Geotek remains concentrated, and succession plus a potential 21x-to-15x derating remain key risks.
Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG
Seaport Entertainment’s stabilized assets may already cover its roughly $250 million market cap, leaving the turnaround and unpriced optionality in 250 Water Street, Pier 17, and Fashion Show Mall air rights.But roughly $16 million of Q4 cash burn before capex makes Tin Building’s cost reset and neighborhood traffic urgent, with the 2027 Meow Wolf opening and potential 250 Water Street monetization as key tests.