Guowei Zhang
Writer at Yummy Century Stocks, a substack about value investing. He analyzes companies and provides insights on investment opportunities.
Best podcasts with Guowei Zhang
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Sep 8, 2025 • 1h
Yummy Century Egg's Guowei Zhang Echostar follow up $SATS
In this discussion, Guowei Zhang, a writer at Yummy Century Stocks, gives insights into the $23 billion spectrum deal between AT&T and EchoStar. He examines the competitive dynamics in telecommunications, including challenges for cable companies and the potential impact of regulatory decisions. The conversation also delves into mergers and acquisitions in broadcasting and the psychological hurdles faced by value investors, offering lessons from personal experiences and broader market trends.
Jun 24, 2025 • 1h 11min
Yummy Century Egg's Guowei Zhang on Echostar $SATS
Guowei Zhang, a writer for 'Yummy Century Stocks' specializing in distressed investments, joins the conversation about EchoStar's complicated financial landscape. They delve into the company's struggling satellite and pay TV segments, revealing the hidden value in its wireless spectrum assets. The discussion highlights FCC regulatory challenges, the potential for bankruptcy, and speculative links to a possible Trump Mobile tie-in. With stark valuation predictions and varying investor positions, Zhang uncovers the fascinating, tumultuous nature of EchoStar's market drama.
