Archive - Yet Another Value Blog

Accrued Interest's Simeon McMillan on $VSNT and the evolving media space

Mar 14

Take the win (and one exception) $TASK $STAA

Every now and then, I’ll make my displeasure known about a merger that I think is priced too cheap, or I’ll send a letter to a board about a situation…

Mar 11

A tour through the media landscape with TSOH's Alex Morris

YAVP Episode #375

Mar 10

Carriage House's Will Cleary on $FTAI

Host Andrew Walker speaks with Will Cleary of Carriage House Fund about FTAI Aviation and its rapidly expanding jet engine aftermarket platform.

Mar 9

The future of media free webinar $NFLX

Tl;dr: I’m doing a free, live webinar with AlphaSense’s director of TMT research on March 10th at 1 PM ET.

Mar 6

Buying reputations, weird tenders, and big insider buys: $TTD and $WIX

Obviously, the world is awash in news right now….

Mar 5

Roy Swisa on $DJCO

YAVP Episode #373

Mar 3

I made an app. You can check it out here.

Mar 2

February 2026

Some things and ideas: February 2026

My monthly overview (Monthly recurring piece)

Feb 27

A slightly different (premium) thesis

As the title suggests, a slightly different premium thesis.

Feb 26

Another (premium) dislocation

In a normal year, you’ll only see a handful of large companies face accounting issues.

Feb 25

Investing in Biotech with Verdad Capital

YAVP Episode #372

Feb 24

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