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Yesterday I posted a podcast with John Maxfield on what’s going on with banks right now. I’m obviously biased, but I thought it was excellent / well…
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John Maxfield, Editor of the Maxfield on Banks, has spent nearly two decades studying America's best and worst banks, the history of banking, and…
Julia Laulis, Chair of the Board, President & CEO of Cable One, Inc. (NYSE: CABO), joins Yet Another Value Podcast to discuss how the cable industry is…
Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Mutual Funds, joins the Yet Another Value…
Phew what a week. Given some new news plus a pretty volatile market, I wanted to do a quick post on some priority positions. In particular, I wanted to…
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Contingent Value Rights (CVRs) are a quirky little area of the market, and we’ve seen a bunch of them in recent M&A deals (to list just a few off the…
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Chris McIntyre returns to the podcast to discuss Sotera Healthcare (SHC; note that this episode is sponsored by Daloopa and they have a very in depth…
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A few weeks ago I put up a post on quirky tail risk bets. I got lots of ideas, both macro and sector specific, about tail risk bets on the heels of that…
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This is a quicky CVR idea by necessity; the deal should close tonight, so there’s a little bit of limited time to get involved. Still, I think it’s one…
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Before we get to the updates- first, thank you so much for subscribing to the premium site! Second, a quick housekeeping. This month’s housekeeping has…
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Chris DeMuth joins the podcast to discuss the state of the markets in January 2023 and what’s catching his eye in event driven land, with updates on…

February 2023

Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them…
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© 2023 Andrew Walker
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