November 2025 Random Ramblings

Host Andrew Walker delivers his November ramblings with four key themes. He kicks things off with a story about craps in Vegas to illustrate how early wins in investing can falsely reinforce flawed strategies. Andrew also explores the mental traps of buying stocks he initially passed on, offers cautious commentary on shorting the so-called "AI bubble," and reflects on why trusting management projections and NAV estimates often ends in disappointment. With a new baby on the way, Andrew signs off with personal updates and an open invitation for listeners to reach out and discuss these topics further.

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[00:00:00] Podcast intro and disclaimer

[00:02:05] Wins lure into false security

[00:12:45] Passed stocks drop, then buy

[00:20:00] Shorting AI bubble discussed

[00:26:20] Trusting management and NAV

[00:28:40] Final thoughts and baby update

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