Archive - Yet Another Value Blog

An Ugly Headline… and a Clean (Premium) Setup

The world is awash in volatility right now; I don’t believe I have any edge in geopolitics, nor am I trying to make macro calls.

19 hrs ago

Adam May on investing in biotech $NKTR $ABVX

21 hrs ago

Chris Paryse on Ferrellgas's big conversion $FGPR

Mar 20

Five Weird Market Situations Worth Watching ($BRR $CAR $PAR $SSII $VELO)

It’s kind of trite to say “markets are volatile right now.” Honestly, when are markets ever not volatile?

Mar 16

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

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