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Corporate dark arts: the strangest 8-K I've ever seen $DMRC
One of the areas of the market I’m tracking most closely right now is the “dark arts”: how management teams and boards can reveal company value and…
Jul 9
43
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Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital
Podcast #405
Jul 7
31
The market is pricing $MSTR distress everywhere... except the stock
Most great stories follow the hero’s journey. Part of the hero’s journey is often “tests”, and one of the tests is sometimes a test of faith where no…
Jul 7
51
6
Is insider buying a signal if the insiders are always wrong? $LILAK
Look, I’ll admit it: I’m an excitable guy.
Jul 6
44
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Four trades that could look obvious in hindsight
This is a companion piece to Monday’s “When is obvious actually alpha?” post. Monday was the framework; today I want to put some actual names on it.
Jul 2
22
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$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
YAVP #404
Jul 1
36
Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA
YAVP #398
Jun 30
30
When is "obvious" actually alpha?
What separates something obvious and priced in from actionable insight?
Jun 29
48
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Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
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