He is an actor and producer, known for Steel Toes (2007), The Torturer (2008) and 10.5: Apocalypse (2006). Andrew Walker, a friend of mine who is an ethics professor at Southern Baptist Theological Seminary put up a tweet that we need to discuss. He's also the founder of … Between 2030 and 2050, an extra 250,000 deaths per year are expected to occur as a direct result of climate change-related effects on fundamentals for good health: food supplies, clean drinking water and air free from harmful levels of pollution [1] . Interview: Elliot Turner on Twitter (and Dropbox, a bit) Speaking of Twitter, here’s a good interview that is largely about it, with Elliot Turner and Andrew Walker (that pandemic beard is coming along nicely).. The Biggest Threat to Your Favorite Tech Stock. Andrew T. Walker @andrewtwalk @ccpecknold That's a nice public witness you have there—very decent, dignified, and principled. Air Buyout. Tune in for entertaining celebrity stories and secret behind-the … No matter how many rocks I flip over, I keep coming back to three core themes in my portfolio…. *I’m NOT a financial advisor and everything on this substack and these posts are of my personal opinion and this is for entertainment and educational purposes only. stoeten.substack.com Interview: Andrew Walker on SPACSPACPSAPSÇ (I thought going nuts on the word got the current sentiment across, somehow) Another good interview by Billy Booster, having a chat with Andrew Walker about the current SPAC mania, and even touching the SPAC third rail a bit (Chamath): Andrew Walker - A SPACtacular Conversation‪ ‬ Yet Another Value Blog is on Substack … Andrew Walker Apr 18 Liked by Wouter van Noort - Transcend. Yet Another Value Podcast By Andrew Walker. He's also the founder of … I’m on my first post-covid vacation, but I woke up this morning to news that Pershing Square Tontine (PSTH) was dropping their deal with UMG due to pushback from the SEC; instead, PSTH will pursue a “traditional” SPAC merger while Pershing Square (the fund) will take PSH’s place and buy 10% of UMG. Andrew Walker ‏ @AndrewRangeley 10h 10 hours ago Follow Follow @ AndrewRangeley Following Following @ AndrewRangeley Unfollow Unfollow @ AndrewRangeley Blocked Blocked @ AndrewRangeley Unblock Unblock @ AndrewRangeley Pending Pending follow request from @ AndrewRangeley Cancel Cancel your follow request to @ AndrewRangeley Courtesy of Yet Another Value Channel, hosted by Andrew Walker : Michael Melby, founder and portfolio manager of Gate City Capital in Chicago, discusses his professional background and investment into AMREP Corporation. Publish on Substack. April 2021 premium update (paywall) Posted On April 29, 2021. Gate City Capital is a 17.9% owner of AMREP Corporation. When I get in a funk, I tend to write about it or talk about it on radio. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. Andrew writes Yet Another Value Blog and has a brilliant podcast. I loved this profile of Oral Roberts University coach, Paul Mills. The three of them talk daily and discuss ideas. “Typically it is between 2-4 hrs prior to the game,” Walker wrote. He is married to Cassandra Troy. Peloton bike & bike+: These two options start £1,750 and offer a high-quality bike with a built-in adjustable screen (allowing for floor exercises). Scroll down to see topics and time stamps . For a perspective on IAC and other stocks in Diller’s universe, take a look at Andrew Walker’s writings. On today’s episode, I sit down with Andrew Walker who is a portfolio manager at Rangeley Capital LLC and runs Yet Another Value Blog. By Andrew Walker, Suhani Ghiya. Can't recommend it enough Divorce, Denial, Dissonance Reduction How to lose money and friends neckar.substack.com. Didi and Information Asymmetry. He is an actor and producer, known for Steel Toes (2007), The Torturer (2008) and 10.5: Apocalypse (2006). He is married to Cassandra Troy. See full bio » 1 win & 1 nomination. See more awards » Show by... Job Year » Rating » Number of Ratings » Genre » Keyword » - Lost and Found (2015) ... Coach Baker - These Games (2014) ... Billy Hamilton 1. Key points include how some of the company's undeveloped acreage could be a massive call option, how rising commodity prices impact BSM's value, and how BSM compares to other loose peers. New Top Community What is Yet Another Value Blog? I’ve talked about Discovery a lot recently, and I think for good reason: the company is going through a >$100B mega-merger that has the potential to unlock enormous value. Burford is a litigation finance firm, and Artem makes a compelling case that they are both undervalued on an asset basis and have a moat giving their scale. About. I particularly enjoy his SPAC-related posts, as he … The first time I talked about this idea was my podcast with Andrew Walker below. In this issue: Robinhood's Challenge. Wynn should benefi…. Share. Check out Francisco’s most recent “pitch” for Roblox here and you can see him on Andrew Walker’s podcast here. Another Gulf Carrier? Neckar’s Notes is on Substack – the place for independent writing Marzipan has just landed a job as a security guard on the set of a movie starring twin tweens, Lindsay and Sydney Lohan. For more on IWG read Andrew Walker’s write up, (it’s excellent as per usual). You all know where I stand. Last week, Pershing Tontine (PSTH) announced late stage discussions to buy 10% of Universal Music (UMG) (just a few days after I called UMG my #3 target for PSTH). Email: rationalresearch@substack.com. Please note that I primarily use this substack to maintain my email list. He's also the founder of … He's also the founder of … Summary. On March 18th, Center for Faith and Flourishing will host Justin Giboney, founder of the And Campaign, and Andrew Walker, a theologian and political commentator, on campus to talk about how Christians can faithfully engage in politics. Francisco and Alex are Bill's "mastermind" group. Andrew W. Walker was born on June 9, 1979 in Montréal, Québec, Canada. He is an actor and producer, known for Steel Toes (2007), 10.5: Apocalypse (2006) and Radio Active (1998). Publish on Substack. Mike Melby, Founder and Portfolio Manager at Gate City Capital, makes a repeat appearance to discuss his investment in CATO. Strategic SPACs. Enjoy original music, bowling and madness. But she soon realizes that getting … Luis Hernandez Jul 7 Liked by Andrew Walker. I appeared on Andrew Walker's podcast last month to talk about Autodesk. He's also the founder of … protestantpolitics.substack.com — Robert Jeffress hopes to combat vaccine fears with First Baptist Dallas’ COVID-19 vaccination effortTo combat vaccine hesitancy among Christian evangelicals, First Baptist Church in Dallas will have a COVID-19 vaccination clinic May 16. Andrew Carreon, founder of Emeth Value, discusses his thesis on Blackstone Minerals (BSM). Andrew Walker ‏ @AndrewRangeley 26m 26 minutes ago Follow Follow @ AndrewRangeley Following Following @ AndrewRangeley Unfollow Unfollow @ AndrewRangeley Blocked Blocked @ AndrewRangeley Unblock Unblock @ AndrewRangeley Pending Pending follow request from @ AndrewRangeley Cancel Cancel your follow request to @ AndrewRangeley We interview top investors and dive deep into stocks and companies they are currently working on and investing in. Fridays at 8:30pm ET | 5:30pm PT. The principle reason I created this blog is to make me a better investo…. They have five children and five grandchildren. Dec 6, 2020. Andrew Walker surveys the attitudes of evangelicals about religious liberty and is nervous. Neckar’s Notes is on Substack – the place for independent writing He's also the founder of … Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. Housing continues to strengthen with Single Family Housing starts and Existing Home Sales both accelerating in September. Great article! Wynn should benefi…. Share. Gebeurtenissen zijn niet zelden goed of slecht. Mike. Please be sure to subscribe / follow there; in addition, I believe we got most premium subs imported over, but if you're a premium sub and you didn't get / can't access today's May premium update, please shoot me […] As I announced last week, I'm moving the whole blog over to substack. This episode was recorded in early May. Long Wynn Resorts (WYNN) Summary WYNN Resorts is a buy with a price target of $120. The Overview (Monday, April 12) A lawsuit points to challenges for Christian higher education, Andrew Walker and Jake Meador go back and forth on … None of the aforementioned companies is new to litigation. Andrew Walker ‏ @AndrewRangeley May 12 Follow Follow @ AndrewRangeley Following Following @ AndrewRangeley Unfollow Unfollow @ AndrewRangeley Blocked Blocked @ AndrewRangeley Unblock Unblock @ AndrewRangeley Pending Pending follow request from @ AndrewRangeley Cancel Cancel your follow request to @ AndrewRangeley An Asian American pastor offers his personal view of both the rising attacks on Asian Americans and his experience at a church so many rushed to judge in the wake of the Atlanta tragedy. Hola from Spain! Many notable social and religious conservatives seem to align with this approach, including Andrew Walker, who stated the perspective well in a rebuttal to my article. Tread: The Peloton tread starts at £2,295 and is a well-built treadmill with a shock absorber rubber belt, touchscreen, and sound system. CATO is a small retailer with a rock solid balance sheet; Mike thinks their low multiple combined with a focus on returning cash flow to shareholders and some hidden tax and real estate assets creates an attractive investment opportunity. For a perspective on IAC and other stocks in Diller’s universe, take a look at Andrew Walker’s writings. Fintech Explorer is on Substack – the place for independent writing Deep Dives and Explorations in Fintech by Ravi Mulani ... An interview with Andrew Walker from Rangeley Capital SPACs, Neobanks, BNPL, PFOF, and much more. Please do your own research. In 1998 in the small mining town of Peskajumba strange events begin to unfold. Josh’s guest on the podcast this week is Byrne Hobart (author of The Diff substack letter) who has just completed a comprehensive series of thought experiments on each of the largest technology stocks.After a conversation with Andrew Walker (Yet Another Value Blogger), Byrne set off to answer … Can't recommend it enough Divorce, Denial, Dissonance Reduction How to lose money and friends neckar.substack.com. Combine that potential with the stock getting hammered (down >10% versus a reasonably strong market) since the merger, and I think you have the potential for a significant mispricing / alpha opportunity. The Robinhood Challenge Andrew is a triple threat, he does really good work on compounders, deep value and special sits – a rare combination! Would be a shame if something happened to it (like taking away accreditation, directly subsidizing abortion, and telling children to take hormones). Lezer Andrew Walker verwoordt het mooi: “The universe is already perfect, all we need to do is realize this. 14 Retweets 110 Likes. Key points include how some of the company's undeveloped acreage could be a massive call option, how rising commodity prices impact BSM's value, and how BSM compares to other loose peers. pharmaceutical-journal.com — Time is running out. Comment. Andrew Walker Retweeted Andrew Walker PS- assuming we don't get a $ PSTH deal in the next day or three, I'll be doing a follow up post on some potential targets that just missed my top 10 or good suggestions from readers. Andrew Walker ‏ @AndrewRangeley 2h 2 hours ago Follow Follow @ AndrewRangeley Following Following @ AndrewRangeley Unfollow Unfollow @ AndrewRangeley Blocked Blocked @ AndrewRangeley Unblock Unblock @ AndrewRangeley Pending Pending follow request from @ AndrewRangeley Cancel Cancel your follow request to @ AndrewRangeley Andrew Walker is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. Gebeurtenissen zijn niet zelden goed of slecht. ERIN CLARK 45 N HILL DR STE 100 WARRENTON, VA 20186. For Walker, religious liberty is not just a way to foster healthy pluralism; instead, it is … Long Wynn Resorts (WYNN) Summary WYNN Resorts is a buy with a price target of $120. We discuss Pershing Tontine (PSTH), a SPAC run by Bill Ackman that just recently announced a deal to acquire 10% of … Ravi Mulani. Sure, Andrew Sullivan can quit New York Magazine and instantly have a six- or seven-figure subscription income (the Substack leaderboard rounds the numbers a bit, but that range makes sense). A few days ago, I called UMG my #3 most likely deal target for PSTH. Civil religion united America in the past. Dear subs - I have been getting a number of inquiries regarding the large trading volume today and the significant intra-day volatility. I'd guess they're worth around $100B at this point. They … Andrew Carreon, founder of Emeth Value, discusses his thesis on Blackstone Minerals (BSM). Finally, Mars is a mega-company; they bought Wrigley for $23B in 2008. p. m p COMMONWEALTH OF VIRGINIA P STATE CORPORATION COMMISSION cs. On the heels of the announcement, I wrote a piece “breaking down the ridiculously complex PSTH / UMG transaction” where I…. It’s happening. A couple of weeks ago I had the privilege of moderating a conversation between Justin Giboney and Andrew Walker.Giboney, an attorney and founder of the AND Campaign, and Walker, a professor at Southern Baptist Theological Seminary, spoke on a familiar yet consistently important theme: Christian political and cultural engagement.What’s more, both were able to join us on campus … All is tickety-boo on The Andrew Klavan Show as Andrew laughs his way though Armageddon with political satire, cultural commentary, interviews and relentless mockery of racial pieties, sexual perversities, and feminist absurdities. Andrew W. Walker was born on June 9, 1979 in Montréal, Québec, Canada. Yet Another Value Blog Yet Another Value Blog is written by Yet Another Value Blogger (aka Andrew Walker). ... Charlie references Andrew Walker… Key points include how some of the company's undeveloped acreage could be a massive call option, how rising commodity prices impact BSM's value, and how BSM compares to other loose peers. Ravi Mulani. When sinister things keep happening on set, Marzipan decides to investigate. Anti-Racism is an Inter-White Struggle (Freddie deBoer, SubStack): ... (Andrew Sullivan, Substack): “[We have witnessed a] sudden, rapid, stunning shift in the belief system of the American elites. I am a portfolio manager at Rangeley Capital and a co-host of the Rangeley Capital Podcast . Frustratie vreet je op van binnen, verzuurt relaties, en sluit je ogen voor (nieuwe) mogelijkheden. That actually exacerbates it. Apple is currently still awaiting a decision on the May trial over their supposed monopoly on the app store with Epic Games (creator of Fortnite).. Christian Nationalism - A Conversation with Mark Tooley and Andrew Walker - BreakPoint Podcast. This is not investment advice!). The year is 1997. 1Lindsay. Posted September 4, 2020 by Joshua M Brown. “Those who keep learning, will keep rising in life.”. But if every writer at NYMag quits, and they all charge $5/month, the cost of recreating the magazine is multiples of what it costs to subscribe. Deze pandemie heeft mij bevestigd dat weerstand tegen gebeurtenissen weinig zin heeft. by Andrew Walker Artem Fokin, founder of Caro-Kann Capital, discusses the bull case for Burford (BUR). Welcome Welcome to Stop the Herd, an investment blog to document my thoughts and ideas. Starting Dec. 31, the Pac-12 will have standby officials at all conference games, but the conference was unable to have a standby official at the Oregon-UCLA game due to the combination of game time, location, travel and COVID-19 testing, according to Walker. The Business Brew. Transcend is on Substack – the place for independent writing None of the aforementioned companies is new to litigation. Unfortunately, I’m in one now and can’t talk about it or write about it. When I get in a funk, I tend to write about it or talk about it on radio. May 5th 2021. RECEIPT. For more on IWG read Andrew Walker’s write up, (it’s excellent as per usual). a Office of the Clerk e to a November 21, 2016. Andrew Walker is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. They’ve been joined by all the traditional meme stocks as well as some new ones like Wendy’s (WEN) and Clover (CLOV ). 2. Andrew Walker is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. This month’s housekeeping has three parts: I mentioned it in my 2021 vision, but my goal for the premium site is simple: 2 posts/month (24 posts a year). They have one child. 14 Retweets 110 Likes. well, you can probably figure out what the piece was about based on its title! This month's deep dive (Shopify) will be published on this Friday (April 09, 2021). Andrew W. Walker was born on June 9, 1979 in Montréal, Québec, Canada. 58 episodes Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. This episode features Francisco Olivera (@FrancoOlivera on Twitter) and Alex Morris (@TSOH_Investing on Twitter). Starring Chris French, Danny Deluca, Andrew Collins-Anderson, Chris Thiel, Jake … Publish on Substack. This past week, I had the chance to do a Q&A with Andrew Walker, a PM at Rangeley Capital, a special situations and value hedge fund. By Andrew Walker, Napp Nazworth. This was a concept prepared for the Australian Rugby League by consultants at a time when the competition was a Frankenstein with Super League clubs forced by the courts to play in it. Time stamps as follows: ~2:00 – starting a Substack and thinking through the frequency of client communication ~8:00 – Francisco’s research process and why he’s Bill’s Abominable NO-man. If you are not a subscriber yet, click here. It has sent the whole society into a profound cultural dislocation. Today I’m doing May 7, 1996. Deze pandemie heeft mij bevestigd dat weerstand tegen gebeurtenissen weinig zin heeft. I like what Elliot says about how, for a long time, Twitter didn't even know what it was, compared itself to Facebook for a while, then tried to focus on “live”… This post (Divorce, Denial, Dissonance Reduction) from @NeckarValue was just unbelievably good. This is not investment advice!). One aside: Last week I was fortunate to moderate a conversation between the AND Campaign’s Justin Giboney and Southern Seminary’s Andrew Walker. Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. Mar 21. 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Tegen gebeurtenissen weinig zin heeft bio » 1 win & 1 nomination via BOWX! Walker 's podcast last month to talk about it recommend it enough Divorce, Denial, Reduction. And special sits – a rare combination co-host of the Clerk e to a November 21, 2016 and. Corporation COMMISSION cs m p COMMONWEALTH of VIRGINIA p STATE Corporation COMMISSION cs for on. A little bit like groundhog day to me are currently working on and investing in time I talked about idea. With Mark Tooley and andrew Walker, the founder of … Yet Another Value podcast is a mega-company they.