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Mar 31, 2020

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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

Buying a (premium) telecom disaster

Long time (premium) subs will remember one of my first recs (way back in the dark days of COVID) was the cable overbuilder WOW. The pitch was simple…

Nov 20

Weekend thoughts: net cash in a rising rate world (follow up)

I got a lot of interesting feedback / pushback on yesterday’s “Weekend thoughts: net cash in a rising rate world”, so I wanted to provide some quick…

Nov 19

Weekend thoughts: net cash in a rising rate world

There are a heck of a lot of companies out there with huge net cash positions on their balance sheet. This “company sitting on a huge cash position” can…

Nov 18

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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