Andrew Walker, friend of the pod, returns to discuss some of his reflections following the Spirit merger ruling going against him. Bill pinged Andrew following the ruling and asked whether he would want to come back on the podcast to discuss the pros and cons of publicly liking a stock idea that does not work out. For those that listened to the episode a few weeks ago, or remember Bill's Qurate days, you may glean a little more insight into why the Spirit merger caused Bill to think so much.
The episode then goes on to discuss Calumet Specialty Products Partners. You can go back to last week's episode for a SAF primer. And you can also subscribe to https://yetanothervaluepodcast.substack.com/ to find Andrew's research on that company.
As always, we hope you enjoy the show.
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Detailed Show Notes
2:16 - That hot hot song
3:00 - Andrew's reflections on Spirit
15:40 - Bill's Qurate experience
18:00 - The double edged sword of being public
22:00 - What is the duty to vet guests?
24:50 - Binary bets vs. slow bleed bets
29:45 Being aware of being on tilt
32:00 - Calumet Specialty Products discussion
Elliot Turner Returns
Darren Fisk
Matthew Sweeney - Discussing Value
Hedda Nadler - Repping The Legends
Quick Drop: Wes Gray - Talking about BOXX, creating an ETF, and more
Corey Hoffstein - Get Stacked!
Will Thomson On Lithium, Copper, And More
Devin Martin - Finding Your Drive
Sustainable Air Fuel - A Primer
Some Thoughts And Things - Regular Pod Back Next Week
Todd Schwartz - Expanding Credit Access
Ben Jenkins - On Mentorship, Being a Professional, and Allocating Capital
Craig Moffett Returns
Bill Chen - Is Now The Time for REITs
Andrew McAfee - The Geek Way
Jeremy Raper Returns
Keith Smith - Looking At Unique Ideas
Ryan O'Connor
Aaron Edelheit and Stuart Loren - Never Again
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