Andrew Walker

Buffett famously said that an investor with 160 IQ should "sell 30 points" because being too smart can be a liability in the market. If it's inevitable we get 200+ IQ AI, does that mean humans are cooked as investors? Or would Buffett's quote suggest more opportunity?

Don't think I've ever seen an analyst ask "your competitor accused you of being an illegal monopoly; what do you think about that?" on an earnings call before: $SABR $AMADY

Opening of the $GTM call basically the SaaSpacolypse bear case in a nut shell: things were going well to start the year.... but customers pulled back in March as they began to wonder what could be bought versus built. Cutting full year guide

@fabknowledge @IdeaLedger @vikramskr

@IdeaLedger @vikramskr The people deserve another huh @AndrewRangeley

I have worked 15 years in the world of analog semis, and perhaps its moment is finally here. I cannot begin to explain how much nuance exists in this field. Transistor on or off is >90% of the semi world, analog is more- much more. Semi tourists better brace for impact.

Wild how politics can work....

The scale of $MSTR's capital raise is mind blowing. They were 8% of the equity issuance in 2025 and are 10% of equity issuance so far this year, including 60% (!!!) of preferred equity raised.

Excited to have @stockspinoffss on the podcast this afternoon. We'll be talking $LBTYK. Any questions for Rich?

It's catchy! youtube.com/watch?v=YeGQXq…

There's a song from Crazy Ex-Girlfriend called "We'll Never Have Problems Again"; a toxic on again/off again couple sings about how they'll just ignore their problems and be happy forever Can't stop thinking about that song as the market ignores everything and perma-rips higher

The $GME deck for $EBAY looks like what a college senior trying to pass Finance 301 with a solid C+ would put together

Fully considering moving to SF this week @FokinArtem nytimes.com/2026/05/02/us/…

Spirit was a small airline. But there are those who loved it. To those dedicated customers of Spirit, this one's for you solana:6BBd7J2HyAEWHZBFuHh4dYomypW8cnjRKaeVsrYeAwqL

As $GME tries to pull a "fish that swallowed a whale" with $EBAY, worth remembering that Gamestop's pay package highly incentivizes increase in market cap. Not per share value. Market cap. yetanothervalueblog.com/p/corporate-da…

That's my quant

It's kind of crazy that, in a big enough squeeze, the short swing rules serve as a backdoor capital raise for a company $CAR

Inspired by @AndrewRangeley recent series on governance dark arts, I thought I’d write up a potential spring-load with $LXU. Not as much torque given they’re RSUs, but the timing is very fishy nonetheless. Earnings are tomorrow after the close.

"An LLM is like someone who went to school but never worked a day in their life" $SPT thinks the AI risk for their business is overblown; excited to have @pernasresearch on the podcast today to discuss it Any questions for Deiya?

If you spend two minutes dealing with @SeatGeek customer support, you will wish they were publicly traded (and not for good reasons)

$SKLZ halted up ~300% on a massive legal victory.... guess that Christmas present to the top brass is really paying off; basically every tranche of that grant in the money. ~$20m windfall

Excited to have @MarceloLima on the podcast tmr. We'll be talking the devastation in SaaS-land. Any questions for Marcelo?