It’s a little bittersweet to write this post (and record the attached podcast), as this will be my last post / podcast.
Why?
I’m joining Bridgewater Associates’ equities team. Bridgewater is doing exciting work with AI and fundamental investing, and I’m thrilled to be part of the team. As part of this transition, I’ll be 100% focused on my work there and will no longer publish a newsletter or podcast.
It was a pleasure to build Yet Another Value and watch it grow over the past decade. I’m grateful to each of you for reading, watching, and engaging for all these years.
Podcast announcing the move (with a cameo from my dog Penny!) below:
One of my favorite pods of any genre. Hopefully historical pods will remain available! Will miss your trademark “the market is a smart place so what are they missing?” or “I want to push back for a second…”.
Best of luck and congrats. Which would be your top10 recommendations of substaxks to follow in your place ? Who has a similar investment process/thinking and whose opinion do you respect especially ?