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Jun 2024
33m 33s

BONUS EPISODE: Keynote Q&A with Bob Robo...

Andrew Walker
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Jun 4
Pershing Square Challenge 2026 finalists pitch Amadeus $AMS | the toll booth on global travel
Amadeus $AMS is down roughly 25% because the market lumped it in with the SaaS names AI is supposed to gut. Team Amadeus, Pershing Square Challenge finalists, argue it's the opposite: a deterministic, mission-critical monopoly that AI makes more valuable, not less. We dig into th ... Show More
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May 31
May 2026 Random Ramblings
A market that refuses to go down, AI coming for the investor's job, and MicroStrategy quietly becoming the entire preferred-equity market. Andrew's monthly ramble across five things he can't stop thinking about: stretched memory valuations, a hyper-concentrated tape, mental flexi ... Show More
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May 28
Pershing Square Challenge 2026 third place: Celsius $CELH
Celsius trades at ~20x earnings while growing ~18% a year, cheaper than Monster (~34x) and even Coke (~25x) despite faster growth. The Pershing Square Challenge third-place team makes the long case for $CELH: the market is sleeping on the Alani Nu acquisition, and their 500-perso ... Show More
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