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Yet Another Value Empire: 2025 vision, superpowers, and saying no
Welcome to the Yet Another Value Empire (YAVE) in 2025!
Jan 7, 2025
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Five Weird Market Situations Worth Watching ($BRR $CAR $PAR $SSII $VELO)
It’s kind of trite to say “markets are volatile right now.” Honestly, when are markets ever not volatile?
Mar 16
21
3
1
Accrued Interest's Simeon McMillan on $VSNT and the evolving media space
YAVP #376
Mar 14
16
2
Take the win (and one exception) $TASK $STAA
Every now and then, I’ll make my displeasure known about a merger that I think is priced too cheap, or I’ll send a letter to a board about a situation…
Mar 11
22
4
A tour through the media landscape with TSOH's Alex Morris
YAVP Episode #375
Mar 10
8
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Carriage House's Will Cleary on $FTAI
Host Andrew Walker speaks with Will Cleary of Carriage House Fund about FTAI Aviation and its rapidly expanding jet engine aftermarket platform.
Mar 9
8
The future of media free webinar $NFLX
Tl;dr: I’m doing a free, live webinar with AlphaSense’s director of TMT research on March 10th at 1 PM ET.
Mar 6
14
Buying reputations, weird tenders, and big insider buys: $TTD and $WIX
Obviously, the world is awash in news right now….
Mar 5
31
5
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