Yet Another Value Blog

Yet Another Value Blog

Home
Notes
Yet Another Value Podcast
Archive
Leaderboard
About
Would I have been the patsy at $QVCPQ? $QVCAQ
Some thoughts on edge, resulting, and scar tissue now that QVC's prefs are zeroes
$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
Podcast #406
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…
Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital
Podcast #405
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…
Is insider buying a signal if the insiders are always wrong? $LILAK
Look, I’ll admit it: I’m an excitable guy.
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.
$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
YAVP #404

June 2026

© 2026 Andrew Walker · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture