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
Marc Cohodes - An Independent Investor
Evan Tindell - Where Poker and The Market Collide
Scott Reardon - Study The Greats
Be Back Soon
Chadd Garcia - The Intersection of Returns and Morals
Vitaliy Katsenelson - Soul In The Game
Tom Morgan - The Most Interesting Man in Finance
William Green - The Man Behind The Books
Jordan Noone - Rockets and Venture Capital!
BONUS: Cem Karsan - Derivatives Are The Underlying
Amanda Agati - Cautiously Optimistic
Sean Stannard Stockton - Managing In a Volatile Environment
J Mintzmyer Returns
Tim Laehy - Professionalizing Finance Departments
Craig Fuller - The Impending Freight Recession
Lost in Spaces
Erick Mokaya - Achiever and Learner
Kunik - A Conversation About Culture
Mark S.F. Mahaney - Nothing But Net
Jobs Security and Growth (JSG) Investing
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