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
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