Archive - Yet Another Value Blog

Weird Events, Part 1: Alcon’s STAAR Surgical Deal ($ALC, $STAA)

The first in a series on the weirder corners of the event-driven market.

17 hrs ago

Rick's Thanksgiving Surprise: A Friday Night 8-K for the Age $RICK

TL;DR: On the heels of RICK’s CEO and CFO getting indicted, the company created one of the wildest disclosure timelines I’ve ever seen, with a key…

Dec 1

November 2025

Some things and ideas: November 2025

My monthly overview (Monthly recurring piece)

Nov 28

Yet Another Posting Hiatus due to War of Succession

Long time readers will know two things about me:

Nov 24

"Suspicion of Gross Fraud": some notes from passing on Intellego Technologies $INT.ST

Let me tell you a story.

Nov 21

Another (premium) proposed take-private

Why I think the odds of both a definitive deal and a bump are high

Nov 19

"Risk Riding" at Berkshire and Buffett's 2025 Thanksgiving Message $BRK

Risk riding: when great returns hide a tail risk

Nov 16

November 2025 Random Ramblings

Nov 14

(Premium) history repeats itself again

Invest long enough, and you’ll have a story about selling something right before a big move up happens.

Nov 13

Shining a light on Golden Entertainment's "wealth transfer" $GDEN

Nov 11

An open letter to the Golden Entertainment board $GDEN

Dear Golden Entertainment Board,

Nov 10

Chadd Garcia breaks down WaterBridge's post-IPO value creation story $WBI

Nov 9

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