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Midyear 2025 podcast ideas updates

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Manage episode 493671190 series 2789730
Content provided by Andrew Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this solo update, host Andrew Walker revisits his three 2025 stock ideas (disclosure: long all three!): Sage Therapeutics (SAGE), Keros Therapeutics (KROS), and Full House Resorts (FLL). He breaks down Sage’s acquisition by SUPN and the chance of a higher bid from Biogen, discusses Keros’ announced capital return, and digs into why Full House Resorts has lagged so far despite promising insider buying and strong project progress. Andrew also highlights why active shareholder engagement still matters and how insider moves can reveal conviction.

For links to the prior podcast ideas and open letter, please see this post: https://www.yetanothervalueblog.com/p/midyear-2025-podcast-ideas-updates

Chapters

[00:00:00] Andrew opens midyear update.

[00:01:00] Recaps Sage, Keros, Full House.

[00:07:33] Sage sold, Biogen topping bid?

[00:14:27] Keros capital return progress is slow.

[00:18:44] Full House lagging; insider buying.

[00:27:59] CEO massive buy from ex-wife.

[00:30:30] Refinancing risk key catalyst ahead.

Links:

Yet Another Value Blog: https://www.yetanothervalueblog.com

See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

  continue reading

331 episodes

Artwork
iconShare
 
Manage episode 493671190 series 2789730
Content provided by Andrew Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this solo update, host Andrew Walker revisits his three 2025 stock ideas (disclosure: long all three!): Sage Therapeutics (SAGE), Keros Therapeutics (KROS), and Full House Resorts (FLL). He breaks down Sage’s acquisition by SUPN and the chance of a higher bid from Biogen, discusses Keros’ announced capital return, and digs into why Full House Resorts has lagged so far despite promising insider buying and strong project progress. Andrew also highlights why active shareholder engagement still matters and how insider moves can reveal conviction.

For links to the prior podcast ideas and open letter, please see this post: https://www.yetanothervalueblog.com/p/midyear-2025-podcast-ideas-updates

Chapters

[00:00:00] Andrew opens midyear update.

[00:01:00] Recaps Sage, Keros, Full House.

[00:07:33] Sage sold, Biogen topping bid?

[00:14:27] Keros capital return progress is slow.

[00:18:44] Full House lagging; insider buying.

[00:27:59] CEO massive buy from ex-wife.

[00:30:30] Refinancing risk key catalyst ahead.

Links:

Yet Another Value Blog: https://www.yetanothervalueblog.com

See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

  continue reading

331 episodes

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