Andrew Carreon, founder of Emeth Value, discusses his thesis on Blackstone Minerals (BSM). We interview top investors and dive deep into stocks and companies they are currently working on and investing in. Fintech from a public markets perspective: An interview with Andrew Walker from Rangeley Capital SPACs, Neobanks, BNPL, PFOF, and much more. Collaborative write-up with Andrew Walker of Yet Another Value Blog. It’s happening. 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. Gebeurtenissen zijn niet zelden goed of slecht. Long Wynn Resorts (WYNN) Summary WYNN Resorts is a buy with a price target of $120. If you are not a subscriber yet, click here. The Biggest Threat to Your Favorite Tech Stock. I recommend you subscribe to both if interested in public markets! On Charter, the FCF conversion is actually a bit better, given that there was no adjustment for “growth” capex (therefore more attractive). 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 … The principle reason I created this blog is to make me a better investo…. RE: 58th Presidential Inaugural Committee Andrew Walker surveys the attitudes of evangelicals about religious liberty and is nervous. Deze pandemie heeft mij bevestigd dat weerstand tegen gebeurtenissen weinig zin heeft. All my content are now posted on my personal website. For example, I was recently able to easily host a Twitter Spaces with Andrew Walker of Yet Another Value Blog and Glass House President Graham Farrar on interstate commerce restrictions on cannabis and almost 200 people joined in to participate. He's also the founder of … Andrew Walker is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. He is married to Cassandra Troy. 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. Please be cautious / careful / use common sense). He's also the founder of … None of the aforementioned companies is new to litigation. Walker’s two chapters on anthropology are particularly compelling, emphasizing humanity as being made in the image of God as just one reason necessitating religious liberty. Green Banking: An Interview with Ravi Mikkelsen, founder of Atmos Banking for customers focused on sustainability. 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. Andrew Walker Apr 18 Liked by Wouter van Noort - Transcend. Andrew Walker @AndrewRangeley Jun 3 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 By Andrew Walker, Napp Nazworth. 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. The products. Welcome Welcome to Stop the Herd, an investment blog to document my thoughts and ideas. In this issue: Robinhood's Challenge. Andrew Carreon, founder of Emeth Value, discusses his thesis on Blackstone Minerals (BSM). This is not investment advice!). I’ll just put it to you this way — I’m exhausted mentally and physically right now. This post (Divorce, Denial, Dissonance Reduction) from @NeckarValue was just unbelievably good. Andrew Walker @AndrewRangeley. 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. This episode was recorded in early May. Although nearly every “re-opening stock” is now above its pre-pandemic high, it’s certainly not with WeWork. I particularly enjoy his SPAC-related posts, as he … It has sent the whole society into a profound cultural dislocation. In 1998 in the small mining town of Peskajumba strange events begin to unfold. The stock has been beaten down due to travel issues and fear of COVID-19. Long Wynn Resorts (WYNN) Summary WYNN Resorts is a buy with a price target of $120. They have five children and five grandchildren. Over the past week, we’ve seen the return of the meme craze. well, you can probably figure out what the piece was about based on its title! I had interned at Rangeley Capital in the summer of 2016, and loved my summer there. 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. 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 (Recorded November 2020) 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). I'd guess they're worth around $100B at this point. Francisco and Alex are Bill's "mastermind" group. So now spac mania is bringing us WeWork round 2 via the BOWX spac. Unfortunately, I’m in one now and can’t talk about it or write about it. The AI Layer. Please do your own research. 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). 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 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 Scroll down to see topics and time stamps . Welcome Welcome to Stop the Herd, an investment blog to document my thoughts and ideas. Tread: The Peloton tread starts at £2,295 and is a well-built treadmill with a shock absorber rubber belt, touchscreen, and sound system. For a perspective on IAC and other stocks in Diller’s universe, take a look at Andrew Walker’s writings. I’ll just put it to you this way — I’m exhausted mentally and physically right now. 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 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. They have one child. 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. ERIN CLARK 45 N HILL DR STE 100 WARRENTON, VA 20186. 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. Another Gulf Carrier? “Those who keep learning, will keep rising in life.”. Finally, Mars is a mega-company; they bought Wrigley for $23B in 2008. I am in seminary and consider myself an evangelical Christian of orthodox beliefs across the board, but I really don't care … Invent and Wander is a collection of Jeff Bezos’ annual letters to shareholders. For a perspective on IAC and other stocks in Diller’s universe, take a look at Andrew Walker’s writings. Andrew Walker @AndrewRangeley. Andrew Walker is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. The year is 1997. 1. Andrew Walker (@AndrewRangeley) has a number of interesting SPAC ideas in the public domain. When I wrote that article, a lot of the pieces for a UMG deal fit with what Ackman was saying in interviews, but the potential for a UMG / PSTH deal still left me kind of cold. 58 episodes Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. B. In my portfolio… month 's deep dive ( Shopify ) will be published on this (! 'S a nice public witness you have there—very decent, dignified, and GME is back. ( aka andrew Walker is a collection of Jeff Bezos ’ annual letters to shareholders Stop the Herd an., en sluit je ogen voor ( nieuwe ) mogelijkheden working on and in. Themes in andrew walker substack portfolio… Jeff Bezos ’ annual letters to shareholders due to travel issues and fear COVID-19... 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