Yet Another Value Blog | Andrew Walker | Substack

Yet Another Value Empire: 2024 vision and outlook

I (somewhat facetiously) consider Yet Another Value Blog (YAVB) and its associated products (mainly the podcast (YAVP) and the blog’s premium side, but…

Jan 4

Random Ramblings July 2024: stock price driving narrative + investing in products you don't like (podcast #257)

Welcome to the July 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast.

Jul 25

Two quick (premium) updates

Given the overwhelming levels of inbounds I’ve received in the past week (in one case) and hour (in another), I wanted to do two quick updates on two…

Jul 25

Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA (podcast #256)

Marc Rubinstein, Founder and Editor of the Net Interest Newsletter (link to substack below), is back on the podcast to discuss his article titled, "The…

Jul 22

Weekend thoughts (bonus): stock prices driving company narrative

If you talked to someone who was decently plugged into the market and asked them about Nike, they’d probably tell you the company was struggling. Why…

Jul 22

Weekend thoughts: the stress of market melt ups

It has been a wild few weeks in financial markets. Over the past two weeks, small caps (which I’ll broadly define as the Russell 2000) have been…

Jul 20

Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK (podcast #255)

John Haskell, CIO at Atla Capital Management, joins the podcast to share his thoughts on international real estate investing, emerging markets and ESR…

Jul 15

Trite Munger quotes that hit me, H1'24 edition: great company mismanagement and big tech

I’ve got a few annual and semi-annual loose traditions on the blog.

Jul 13

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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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