Search


	Podcast:		Yet Another Value Podcast
	Episode:		Tim Weber updates $AMPY and talks the double dogs
	Category:		Business
	Duration:		00:57:57
	Publish Date:		2022-03-21 12:00:00
	Description:		Tim Weber, a private investor, returns to the podcast to provide an update on the $AMPY thesis and then discuss his double dog index, why it's been crushing the market so far this year, and his outlook for the dogs from here. Twebs double dog post: https://twebs.substack.com/p/introducing-the-double-dog-index?r=f389n&utm_campaign=post&utm_medium=web&s=r Note that there was a slight delay on Tim's end with the audio; I don't think it's a huge issue but wanted to assure you you are not going crazy if you hear a slight delay! Chapters 0:00 Intro 1:55 AMPY Update 12:15 AMPY going forward 19:15 The potential Eagle Ford sale and what it means of AMPY's PV-10 24:05 AMPY's "generalist risk" 26:45 Beta's California risk 30:30 AMPY closing thoughts 33:50 Discussing the double dogs index 36:30 The United Steel (X) example 42:10 What double dogs does Tim think are most attractive right now? 47:20 Does the rush into the commodity space worry Tim? 51:00 Should we be looking at broken growth instead of deep value right now?
	Total Play:		0