Sitemap - 2018 - Yet Another Value Blog

Some things and ideas: December 2018

Markets in (Semi)Panic 2: Even more (Semi)Panic

Christmas Idea #2: Telecom Italia Savings Shares $TITR $TIT

Christmas Idea #1: Radisson Hospitality $RADH

Christmas Ideas for 2019: Honorable Mentions $CHTR $GLIBA $IAC $MSG $MEIP $GAPFF $CVI $I

Christmas Ideas 2019 (Plus 2018 Ideas Follow Up!) $DVMT $AABA $SPB $RTHM

How Big of a Threat is 5G Fixed Wireless to Cable? $CHTR $VZ

$NRE: Limited Downside, Decent Upside, Tight Time Frame

Some things and ideas: November 2018

CD Projekt (CDR) (Search for IP Series Post 2)

$YELP's Quarter Got Negative Reviews, But It Could Be A Five Star Opportunity

Thoughts and notes from #LibertyInvestorDay 2018

Some things and ideas: October 2018

Games Workshop (GAW) (Search for IP Series Post 1)

Introducing the "Search for IP" Series

Some things and ideas: September 2018

Is CVR prepping for a sale? $CVRR $CVI

My mixed feelings on broadcasters $NXST $SBGI $TRCO

Some things and ideas: August 2018

Hoping Hill's Restatement Isn't Too Big a Hill to Climb $HIL

Some notes from the spectacular Tribune Sinclair lawsuit $SBGI $TRCO

Semi-Case Study / Background on Aimia $GAPFF

Some updated thoughts on Charter post earnings $CHTR

Some things and ideas: July 2018

A single so far, but the Braves could turn into a home run $BATRA

The Theft of GGP: Special Situations Analysis

The Death of Malls and the Theft of GGP

Plagiarism and Adding Value

Some $DVMT updates and additional thoughts

Some thoughts on getting screwed by Dell $DVMT

Some things and ideas: June 2018

Some things and ideas: May 2018

Senvest could be hitting an inflection point $SVCTF

Now could be the time to tune into $MSGN

Some things and ideas: April 2018

CorePoint / La Quinta Ira Sohn Contest Winner $LQ

My failed April Fools' post $NFLX

Some things and ideas: March 2018

Comcast and the "curse" of "diversified holdings" companies $CMCSA

Lennar Share Class Arbitrage $LEN

Some things and ideas: February 2018

$YUME $RTHM merger update

Venturing through the GCI proxy $LVNTA

Markets in (semi)Panic

Checking into Rezidor $REZT

Thoughts on the market and where we see upside and opportunity

Some things and ideas, January 2018