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Buying a (premium) blow up
This is a quicker note, as it’s a fast moving situation and certainly not what I thought would be my first write up of the year.
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More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club Podcast January 2025)
I’ve mentioned this a few times, but my friend Byrne Hobart of the diff and I are thinking about launching a monthly finance book club podcast.
Weekend thoughts: learning from market history without costing yourself in the present
A… Journal of Accountancy editorial complained that depreciation has become a tool used by management to counter fluctuations in profits.
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YAVB (premium) 2025 outlook / company updates
Happy new year, premium subs!
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Yet Another Value Empire: 2025 vision, superpowers, and saying no
Welcome to the Yet Another Value Empire (YAVE) in 2025!
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Trite Munger quotes that hit me, FY24 edition: big money in waiting?
I’ve got a few annual and semi-annual loose traditions on the blog.
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Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL (episode #283)
In today's episode of the Yet Another Value Podcast, Host Andrew Walker shares his thesis and presentation on the YAVB 2025 Idea of the Year: Full House…

December 2024

Some things and ideas: December 2024
My monthly overview (Monthly recurring piece)
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December 2024 premium update
Before we get to the updates- first, thank you so much for subscribing to the premium site!
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Weekend thoughts: pattern recognition follow up and AI risk
Last weekend, I put up a post on pattern recognition and used a long example of changes to earnings date as a signal that something was up.
Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives (podcast #282)
Welcome to the December 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast.
Prepping for my 2025 navel gazing
A simple rule of life is that whatever you’re passionate and working on will tend to be the most important thing in the world to you….
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