Andrew Walker, CFA
Articles
Adam Wilk From Greystone Capital Discusses Liberated Syndication
Yaron Naymark From 1 Main Capital Discusses RCI Hospitality
Boyar Value Group On The Awful MSG Networks/MSG Entertainment Deal
Edwin Dorsey From Bear Cave Discusses Otonomo
Jeff Moore Discusses Thryv
Cove Street Capital Discusses Viasat
Mostly Borrowed Ideas Discusses Autodesk
Will Barnes Discusses Naked Wines
Jacob Rubin From Philosophy Capital On Eros STX
Joe Boskovich On WildBrain $WLDBF
Mario Cibelli On The World Wrestling Entertainment Bull Case (Podcast)
Pershing Tontine, Pershing Square Holdings, And Some Wacky Volatility: Another Look At SPACsanity
A Lucid Look At The SPAC Craziness: Churchill Capital Corp IV Deep Dive
The RH Bull Case With Return On Capital (Podcast)
Al Grujic From All Of Us Financial On Robinhood's Issues And The GameStop Squeeze (Podcast)
Elliot Turner On The Twitter Bull Case (Podcast)
Quickie Idea: United Wholesale Squeezing Higher Post-DeSPACing
Quickie Idea: Atlantic Power Arb, Potential Bidding War
Quickie Idea: CoreLogic
Quickie Idea Christmas Gift: Collectors Universe Bumpitrage
Playing Moneyball With RBAC, RedBall Acquisition
Assessing Social Capital Hedosophia Holdings Corp. III's Options
Jeremy Raper On Bragg Gaming, Update On StoneX
Liberty Investor Day Takeaways
Boyar Value Group On The Hidden Value Of IAC
Why Gate City Capital Believes Amrep Is Undervalued
Why Ryan O'Connor Is Bullish Nintendo
Stanford Wyatt On The Bull Case For Nordstrom
What Are Warren Buffett And Berkshire Hathaway Thinking Post-Pandemic?
Nikola, The Intellectual Child Of Tesla
Worthington: A More Worthy Play On Nikola's Craziness
Comcast: Buy The Cable Business, Get Everything Else For - Almost - Free