Sitemap - 2023 - Yet Another Value Blog
Trite Munger quotes that hit me, H1'23: Incentives rule all
Some things and ideas, September 2023
B. Riley's Dan Day describes Supply Side Platform (SSP), CTV + Magnite $MGNI thesis (podcast #195)
Trite Buffett quotes that hit me, 23H1 edition: beware of geeks bearing formulas
Weekend thoughts: Apes and broken Markets
Ave Maria Focused Fund's Chadd Garcia talks eDreams $EDR.MC (podcast #192)
Quick notes on an interesting spin $SN (part 3: bear thesis and wrapping up)
Quick notes on an interesting spin $SN (part 2: overview and bull thesis)
Quick notes on an interesting spin $SN (part 1: set up)
Weekend (bonus) thoughts: risk riding and the local affiliates $NXST
Weekend thoughts: GLP-1 drugs and restaurant stocks
Chris DeMuth's State of the Markets August 2023 (podcast #191)
Some things and ideas: August 2023
AJ Secrist updates the $LW thesis (Podcast #190)
Weekend thoughts: $XPOF's insider buy Rorschach test
An electrifying bonus idea (premium)
Choice Equities' Mitchell Scott making the case that $CROX is not a fad (podcast #189)
Hedgeye's Daniel Biolsi on state of the Consumer Staples sector (podcast #188)
Weekend thoughts: the Sky is Green and the Tennis Channel is Worth 12x $SBGI
Banking on another bank (premium)
Focus Capital's Mordechai Yavneh returns to explain how $SIMO / $MXL deal fell apart (podcast #187)
Weekend thoughts: Underwriting Overconfidence and "None of the experts own it"
Chris DeMuth's State of the Markets July 2023 (podcast #183)
Some things and ideas: July 2023
Weekend thoughts: doubling down on big tech $META
Weekend thoughts: Why does big tech seem to get cheap so often? $META
Harvesting an index reject (premium)
Daniel Payne from ICBLA on $COIN v. SEC (sponsored by Stream by AlphaSense) (podcast #182)
Taking the lead out of it (premium)
Benjamin Button'ing your process $MSFT
Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst+ $VSAT Update (Podcast #180)
Weekend thoughts: death, quoting Buffett, and strategic alternatives $CSV
Colarion Partners' Sam Haskell on the financial sector and banks (podcast #178)
Weekend thoughts follow up: how often do management teams quote Buffett?
Weekend thoughts: quoting Buffett and reverse snowballs
Driving through bankruptcy (premium)
Weekend thoughts: conviction and investing in other markets
Some things and ideas: June 2023
Chris DeMuth's State of the Markets June 2023 (podcast #176)
Papyrus Capital's Nitin Sacheti updates his $VATE thesis (Podcast #175)
Creek Drive Capital's Kevin Mak on why $PGY has been largely ignored by the AI hoopla (Podcast #174)
Weekend Thoughts: Coinbase $COIN
Sponsored Deep Dive #8: Burford $BUR (part #2: returns over time and YPF collectability)
1 Main Capital's Yaron Naymark talks Limbach's evolution $LMB (podcast #172)
Sponsored Deep Dive #8: Burford $BUR (part #1: overview and credibility)
Brian McGough from Hedgeye on the (dismal) State of Retail (podcast #170)
Weekend thoughts: banks and aggression in a panic
Chris DeMuth's State of the Markets May 2023 (Podcast #169)
Some things and ideas: May 2023
The Chancery Daily and the Case of the Apes and $AMC (Podcast #168)
Interviews at Planet Microcap (Bonus Podcasts)
Weekend thoughts: AI for improving as investors
Brian Finn from Findell Capital is back to dissect $CUTR and $OPRT (Podcast #167)
Weekend thoughts: banks banks banks
Doug O'Laughlin from Fabricated Knowledge on management incentives at $APP (podcast #166)
Chris DeMuth's State of the Markets for April 2023 (podcast #165)
Some things and ideas: April 2023
Jay Van Sciver shares his thoughts on Industrials and Materials for 2023 (Podcast #164)
Weekend thoughts: value signals across an industry $STER $HRT $FA
Vince Martin on the "Game of Thrones" style proxy fight at $CUTR (Podcast #163)
What the heck is happening at $CUTR
Weekend thoughts: boardroom drama at $CANO
Brian Finn from Findell Capital on his letter to Oportun Financial $OPRT (podcast #162)
Artem Fokin's take on Burford's YPF summary judgement ruling $BUR (podcast #161)
Another (premium) legal situation
Tegus Sponsored Deep Dive #7: Revisiting cable (part #2: FWA)
Yet Another Value Blog calls for immediate change at Berkshire $BRK
Some things and ideas: March 2023
Chris DeMuth's State of the Markets March 2023 (Episode #159)
Tegus Sponsored Deep Dive #7: Revisiting cable (part #1: why now?)
Talking cable and media with Alex Morris from TSOH (episode #158)
Cleaning up a (premium) sales process
Banks, cost accounting, and $WAL
John Maxfield on Investing in Banks in a Post-SIVB World (episode #157)
An exciting time in the Cable Business with Cable One Julia Laulis ($CABO) (episode #156)
Four (premium) weekend updates
A quick guide to CVRs through the recent $ABMD deal
Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC (Episode #154)
Weekend Thoughts: Sports Rights Tail Risks
Chris DeMuth's State of the Markets February 2023 (Episode #153)
Some things and ideas: February 2023
Yaron Naymark on $IWG's value case (Episode #152)
Presidents' day thoughts: quirky tail risk bets
Weekend thoughts: improving the podcast
Bidding wars and trophy assets $MANU $WWE
Refilling the (premium) MLP tanks
The weirdest corporate action I've ever seen $SCLX $SRNE
Weekend thoughts: Refiners parallels to the offshore inflection thesis, Part 2
Some things and ideas: January 2023
Chris DeMuth's State of the Markets January 2023 (Episode #150)
Weekend thoughts: Refiners parallels to the offshore inflection thesis
Artem Fokin from Caro-Kann on Kaspi $KSPI (Episode #149)
Weekend Thoughts: the risks of investing with the world's richest people
Jeremy Raper on his Serica engagement campaign (SQZ) (podcast #148)
Tegus Sponsored Deep Dive #6: The Offshore Inflection, Part #3
Tegus Sponsored Deep Dive #6: The Offshore Inflection, Part #2
Tegus Sponsored Deep Dive #6: The Offshore Inflection, Part #1
Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW (Episode #147)
Weekend thoughts: what's the most hated sector today that will outperform tomorrow?
Tidewater's management on the offshore inflection $TDW (podcast #146)