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Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks (podcast #278)
Welcome to the November 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast.
A (premium) bet on the house
Perhaps fittingly given its nature, this investment is something of a bet, and (as with most bets) there is certainly a chance it comes up snake eyes…
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Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services (podcast #277)
Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc.
Weekend thoughts: election positioning and post-election stock rips
So Trump won the election last week.
KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL (podcast #276)
Todd Wenning, CFA, President and CIO at KNA Capital Management, joins the podcast to discuss his thesis on Ecolab Inc.
Some post-earnings / election (premium) updates
With this being the biggest earnings week for stocks I cover (and some wild moves post election), I wanted to provide some quick updates as earnings…
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A (premium) broadband update post Q3 earnings
With Wide Open West (WOW; disclosure: long) remaining a top priority, I wanted to provide some thoughts on the heels of some news / earnings this week.
Weekend thoughts: $HOOD's (fools?) gold follow up
A few months ago, I posted $HOOD's (fools?) gold (and potential matching shenanigans!). The premise was simple: a lot of people had pinged buzz me on…
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October 2024

October 2024 premium update
Before we get to the updates- first, thank you so much for subscribing to the premium site!
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Some things and ideas: October 2024
Every month, I put out a “some things and ideas” post with random thoughts on articles or market stuff that caught my attention in the last month (as…
A (premium) broadband update
I was doing a bunch of brush up work on cable to prep for the FYBR (disclosure: long) bump piece yesterday. Given I got several inbound inquiries on…
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Random Ramblings Oct 2024: networking with good investors, geopolitical risks, energy, probabilities (podcast #275)
Welcome to the October 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast.
© 2024 Andrew Walker
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