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
Dave Girouard - Disrupting Credit Underwriting
Simeon Siegel - Retail Therapy
Michael Green - Macro Contrarian
Chris Cerrone - A Simple, Quality Discussion
Andrew Freedman – TMT talk!
Troy Lavinia - Thinking in Systems to Build Businesses
Will Thomson – A Real Asset Discussion
Muji – A hhhypergrowth Discussion
Denise Shull – Discussing The Game Within The Game
Intermission
Kristi Ross - Entrepreneur Extraordinaire
Jillian Jaccard Murrish – Alternative Credit
Rob Koyfman - Fintech Founder
Tren Griffin - Giving to Get
Louisa Nicola - Enhancing Performance
David Gardner - An Investing Fool
Jonathan Boyar - Intrinsic Value Opportunities
David Fauchier - Market Neutral Crypto
Alexandra Blumenfeld - Red Rover Founder
Kyler Hasson - Playing His Game
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