Yet Another Value Blog | Andrew Walker | Substack

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Mar 31, 2020

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YAVP AMA hosted by Caro-Kann Capital's Artem Fokin (podcast #205)

Artem Fokin, Portfolio Manager at Caro-Kann Capital LLC, returns to the podcast to do a fun AMA, not as a guest, but putting his hosting skills to the…

6 hrs ago

November 2023 premium update

Before we get to the updates- first, thank you so much for subscribing to the premium site! Second, please remember you can always reach out to me if…

7 hrs ago

Some things and ideas: November 2023

My monthly post with random thoughts on articles or market stuff that caught my attention in the last month (as well as some fantasy book…

9 hrs ago

Cyber Monday thoughts, part 2: Is $ASO inevitable?

I mentioned in yesterday’s post that, of all the retail companies I know, the one I think is most likely to be looked at as an “inevitable” winner is…

Nov 28

Cyber Monday thoughts, part 1: Retail Winners follow ups and reader suggestions

Last Black Friday’s “Inevitable Retail winners” post got some really interesting feedback and recommendations for stocks that could fit the “inevitable…

Nov 27

Black Friday Thoughts: Identifying inevitable retail winners

A few months back, I had a post where I poked some (light) fun of investors whose portfolio consisted of 10 retail stocks all priced like they were…

Nov 24

A quick (premium) spirit update

I’m a bit hesitant to send yet another Spirit / SAVE update….. but I continue to think the stock is significantly mispriced, and given the dearth of…

Nov 22

Yet Another Value Blog

Yet Another Value Blog

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

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