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Login - Yet Another Value Blog
Join the Mailing List. Enter your email address to subscribe to this blog and receive notifications of new posts by email. Leave this field empty if you're human: Categories. SPACs. Stocks by ticker . A-M . AABA. ADT.
Yetanothervalueblog.comYet Another Value Blog - Substack
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing. Click to read Yet Another Value Blog, a Substack …
Yetanothervalueblog.substack.comSome things and ideas: February 2022
2022-02-28 · Lots of people (including me sometimes) like to look at a stock and say “well, it’s at $25; if things go wrong it trades to $20, if they go right it goes to $40. $15 up, $5 down for a 3:1 risk/reward.”. That can be a useful framework, but this is a reminder that the downside is always zero in a tail case! It’s also a reminder that ...
Yetanothervalueblog.substack.comFive predictions for 2022 - Yet Another Value Blog
2021-12-30 · yetanothervalueblog.substack.com. Copy link. Twitter. Facebook. Email. Five predictions for 2022. Dec 30, 2021: 2: At the start of every year, I like to do some posts based on what I’m seeing in the markets. For example, last year I did a “state of the markets 2021” piece to start the year, as well as 10 predictions for 2021 (five non-SPAC predictions and five SPAC …
Yetanothervalueblog.substack.comPremium: a crypto SPACulation - Yet Another Value Blog
2021-07-26 · Premium: a crypto SPACulation. Jul 26, 2021. 2. Comment. 2. Share. I’ve been a bit “all SPAC all the time” lately. In June, my premium idea was a SPAC, and I also threw out three and a half other interesting SPAC trades a few days later. That focus should change soon; I’m putting the finishing pieces on a new “normal” piece ...
Yetanothervalueblog.substack.comYet Another Value Podcast - Yet Another Value Blog
A new podcast from yetanothervalueblog.com, Yet Another Value Podcast will dive deep into interesting investment ideas with savvy investors. Yet Another Value Podcast We interview top investors and dive deep into stocks and companies they are currently working on and investing in.
Yetanothervalueblog.comWelcome to Yet Another Value Blog (substack)
2020-03-31 · A quick overview. Hi! Welcome to Yet Another Value Blog (substack). This site is the new home for the work I’ve been doing for years at yetanothervalueblog.com; I simply moved it over to substack because the I liked the platform more and it allowed me to spend more time on researching and writing and less time on technical headaches. Who am I?
Yetanothervalueblog.substack.comWhat am I missing with cyclicals? - Yet Another Value Blog
2022-01-05 · For cyclicals, this is generally referring to the risk that their underlying commodity price is about to fall off a cliff (i.e. an oil producer will look really cheap when oil is at $80…. but if oil falls to $50 suddenly they go from massively profitable to underwater / losing money). For retailers, this is generally worries that they are ...
Yetanothervalueblog.substack.comThe YAV "empire" in 2022: plans and goals
2022-01-14 · Yet Another Value Blog. Subscribe Log in. Share this post. The YAV "empire" in 2022: plans and goals. yetanothervalueblog.substack.com. Copy link. Twitter. Facebook. Email. The YAV "empire" in 2022: plans and goals . Jan 14: 4: I mentioned in my “prepping for 2022” post that I have a “no navel gazing” rule on the blog, meaning I try to keep my posts focused …
Yetanothervalueblog.substack.comThank You - Yet Another Value Blog
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Yetanothervalueblog.comAndrew Walker on Substack
Email. Andrew Walker . Yet Another Value Blogger. Portfolio manager and head of research at Rangeley Capital. Subscribe. Writes. Yet Another Value Blog . Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing. Top 25 in Finance. Yet Another Value Podcast. Author. Reads. Concentrated Compounding. Free subscriber. Edper. …
Substack.comArchive - Yet Another Value Blog
Yet Another Value Blog. New Top Discussion. Premium: a sporting chance for value, part 2 (Note: I posted SPWH originally back in December when the original deal fell through; since then, I’ve done a lot of work on the company, including…. Feb 16.
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