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A (premium) antitrust option
I’ve been sitting on my hands a little bit on this one, and I kind of regret that waiting as there’s been a little online buzz about this situation… but…
Trite Buffett quotes that hit me, 23H1 edition: beware of geeks bearing formulas
Last year, I put up the first in what I thought would be a semi-annual series I titled “trite Buffett quotes that hit me.” As mentioned in that post…
7
Value Situations' Conor Maguire shares Marlowe plc $MRL.L thesis + TIC segment catalyst (podcast #193)
Conor Maguire, Founder and Editor of the Value Situations Newsletter, joins the podcast for his second appearance to share his thesis on Marlowe plc…
Weekend thoughts: Apes and broken Markets
Last month, AMC finally completed their “APE conversion.” They converted the APEs into AMC stock, did a reverse split, and set themselves up to raise a…
5
Two quick (premium) updates
Hi subs, I generally try to wrap all the premium updates into one monthly email to not flood your inbox, but there has been enough news and inbound…
3
Ave Maria Focused Fund's Chadd Garcia talks eDreams $EDR.MC (podcast #192)
Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Focused Fund, joins the podcast for his…
1
Quick notes on an interesting spin $SN (part 3: bear thesis and wrapping up)
This is part 3 of my three part thesis on SharkNinja (SN) and why it could be interesting on the heels of their spinoff. If you missed them, you can…
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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