Archive - Yet Another Value Blog

August 2026 Random Ramblings

Aug 4

Everyone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy.

By far, the best tweet I saw on the Situational Awareness blow up was this meme

Aug 3

Management interviews: the most underdeveloped skill in investing | Ross O'Toole

Aug 2

July 2026

Did Situational Awareness inflate the AI bubble?

The internet (at least my little corner of it) is abuzz with the (seeming) implosion of Situational Awareness.

Jul 30

Burn the boats meets the dark arts (premium idea)

Today’s (premium) idea combines some (heavy) activism with a bit of dark arts.

Jul 27

July 2026 Random Ramblings

Jul 27

A (quickie premium) springload

I’m going to keep this fast for personal reasons (I’m allegedly taking the day off and am scheduled to do my first escape room in almost two years in…

Jul 24

$LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley

Jul 24

It’s the jockey, stupid.... right?

A VIC post reignited the oldest debate in investing: management, business quality, or price. Some rambling thoughts.

Jul 23

July 2026 (Premium) Update

Before we get to the updates- first, thank you so much for subscribing to the premium site!

Jul 21

$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin

Jul 20

Would I have been the patsy at $QVCPQ? $QVCAQ

Some thoughts on edge, resulting, and scar tissue now that QVC's prefs are zeroes

Jul 16

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