Sitemap - 2025 - Yet Another Value Blog
December 2025 Random Ramblings
UK Homebuilders with Christian Olesen from Olesen Value Fund
$NATL and the sunset of ATMs with Undervalued and Undercovered's Hugo Navarro
Three things on my mind $AMRZ $DASH $MIDD $MSTR $TSLA $SFM $GO
Investing in growth tech with Lead Edge Capital's Evan Skorpen
Weird Events, Part 3: Lifeway's family drama $LWAY
The Fairfax Way with David Thomas $FFH.TO
Weird Events, Part 2: Some quick hits $ADVM $DXLG $PETS $PGRE $WBD
A (premium) $WBD $PSKY $NFLX bidding war
Edge, Alpha, and the Enviri Strategic Review: What Actually Counts as Unique Insight? $NVRI
Weird Events, Part 1: Alcon’s STAAR Surgical Deal ($ALC, $STAA)
Rick's Thanksgiving Surprise: A Friday Night 8-K for the Age $RICK
Some things and ideas: November 2025
Yet Another Posting Hiatus due to War of Succession
"Suspicion of Gross Fraud": some notes from passing on Intellego Technologies $INT.ST
Another (premium) proposed take-private
"Risk Riding" at Berkshire and Buffett's 2025 Thanksgiving Message $BRK
November 2025 Random Ramblings
(Premium) history repeats itself again
Shining a light on Golden Entertainment's "wealth transfer" $GDEN
An open letter to the Golden Entertainment board $GDEN
Chadd Garcia breaks down WaterBridge's post-IPO value creation story $WBI
Adding to the (premium) shopping list
Missing a bidding war: a mea culpa on Metsera ($MTSR)
Some things and ideas: October 2025
All things AI, Power, and Corporate Governance with SemiAnalysis's Doug O'Laughlin (podcast #348)
October 2025 Random Market Ramblings (podcast #347)
Terry Rozier, corruption in sports gambling, and the "ick" factor
Fake it till you (premium) make it
Mario Cibelli from Marathon Partners updates his Remitly Thesis $RELY (podcast #346)
Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT (podcast #345)
$IONQ and the evolution of meme stock financing
Unlocking Jardine Matheson's holdco value with Cayucos Capital's Dom St George (podcast #344)
Sora's legal liabilities, legacy media upside, and the $NFLX bear case?
John Malone's Memoirs: Born to be Wired book club (podcast #343)
Risking a zero: payments and stablecoins (Alphasense Webinar)
Some things and ideas: September 2025
Risking a zero: tail risk, disruption, and Malone
Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH (podcast #342)
Risking a zero: Fraud, Ponzis, and $BRK
September 2025 Random Ramblings (podcast #341)
Shomik Ghosh's $CWAN bull thesis (podcast #340)
Elon's big $TSLA purchase and insider signaling
Artem Fokin on Improving with AI and Expert Calls (podcast #339)
Ethical investing, avoiding blow ups, and salacious indictments $RICK
Sophon Capital's Thunderbird Entertainment Thesis $TBRD (podcast #338)
A (premium) speculation with a (sort of) value twist
The bloom is off: the start of the DAT crash?
Yummy Century Egg's Guowei Zhang Echostar follow up $SATS (podcast #337)
Railroader (August 2025 fintwit book club) (pod #336)
Some things and ideas: August 2025
How to get a job in investing (podcast #335)
Evolving, improving, and #friendship (part 2)
An open letter to the $ARVN board
Guinea Value's Jingshu Zhang on $EDU (podcast #334)
Evolving, improving, and #friendship (part 1)
Once more into the (premium) take private fire
Perfecting the Investing Craft with Caro-Kann’s Artem Fokin (podcast #333)
August 2025 Random Ramblings (podcast #332)
Digital Asset Treasury companies and mNAV premiums (part 2: why these shouldn't trade at a premium)
SemiAnalysis' Jeremie Eliahou Ontiveros on all things datacenter / power (podcast #331)
Icahn versus Paulson: the $BHC "challenge" trade
A mid-life fitness crisis and improving as an investor
Old West's Brian Laks dives into metals, mining, and uranium (podcast #330)
Hidden Gems' Chris Waller Judges Scientific Thesis (podcast #329)
Digital Asset Treasury companies and mNAV premiums (part 1: overview + bull thesis)
A likely (premium) sale candidate
Anek Capital's Orel Levy's Cellebrite Thesis $CLBT (podcast #328)
Some things and ideas: July 2025
mNAV premiums, market multiples, and relative value (weekend thoughts)
Kingdom Capital's David Bastian on United Natural Foods $UNFI (podcast #326)
Random Ramblings July 2025 (podcast #325)
Starting the (premium) SPAC basket
We are SO back: time to build the SPAC basket
Midyear 2025 podcast ideas updates $FLL $SAGE $KROS (episode #324)
NYC's mayorial primary and the death of local broadcast advertising $NXST (weekend thoughts)
A (premium) potential topping bid
Correlations, Leverage, Caution, and $TSLA
Some things and ideas: June 2025
How Countries Go Broke (June 2025 Fintwit Book Club) (podcast #323)
Yummy Century Egg's Guowei Zhang on Echostar $SATS (podcast #322)
Distress, control, and Buffett (weekend thoughts)
Rhizome Partner's Bill Chen's post-NAREIT takeaways (podcast #321)
Findell Capital's Brian Finn on Oportun $OPRT (podcast #320)
Recurve Capital's Aaron Chan on Cogent $CCOI (Podcast #319)
Thib's firing and investing (weekend thoughts)
Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC (podcast #318)
Yet again, yet another for the (premium) net cash basket
The Snowball (May 2025 Fintwit Book Club) (podcast #317)
Muddy Waters' Darren McLean on investing in the mining sector (episode #316)
Some things and ideas: May 2025
Fintool's Nicolas Bustamante on using AI to improve in investing (podcast #315)
Celebrating Buffett's Longevity (weekend thoughts)
Buffett and me (weekend thoughts)
Pitch the PM's Doug Garber on $TUSK's mammoth cash balance (podcast #314)
More bad boards and awful deals $ALOT
Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital (podcast #312)
Yet another^2 for the (premium) busted net cash basket
Pershing Square Challenge 2025 winners on Carlisle $CSL (Podcast #313)
Weekend thoughts: bad boards and awful deals $GPN $FWRD
Yet another for the (premium) busted net cash basket
Random Ramblings May 2025 (podcast #311)
How much is a great manager worth? $QXO $BECN
An open letter to the Keros board $KROS
Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA (podcast #310)
Another (premium) net cash play
Weekend thoughts: incentives and bad corporate governance
Clashing Over Commerce (Fintwit Book Club April 2025; episode #309)
An open letter to the $SAGE board: it IS about the money
Some things and ideas: April 2025
AI in Investing with Daloopa's founder Thomas Li (podcast #308)
Weekend thoughts: this time IS different for busted biopharm, part 4 (a firmer call to action)
Why hasn't AI made me a better investor?
Random Ramblings April 2025 (podcast #307)
Avoiding the Zombie Biopharm trap at Keros $KROS (podcast #306)
Some mid-month (premium) tariff updates
Windward's Marc Chalfin Turtle Beach Thesis $TBCH (episode #305)
David Capital's Adam Patinkin Updates the Vistry Thesis $VTY (podcast #304)
March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff (podcast #302)
Some things and ideas: March 2025
David Capital Partners' Adam Patinkin on how Lifecore's CDMO business $LFCR (podcast #301)
Weekend thoughts: space phone wars, mobile operators words don't match their actions, and $ASTS
Another for the (premium) net cash blow up basket
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP (podcast #298)
Some (premium) mid-month updates
"Markets in turmoil": tariffs edition and rebalancing your portfolio
One more for the (premium) net cash basket
Some things and ideas: February 2025
Weekend thoughts: Opportunities in small biopharma
Yet Another Value's special situation: Sage Therapeutics $SAGE (podcast #292)
The future of telecom- expert interview with former FCC Chair Tom Wheeler (part 2 of 3)
Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA (podcast #291)
The future of telecom- expert interview with former FCC Chair Tom Wheeler (part 1 of 3)
Weekend Thoughts: Demand Shocks and How Utilities Went From Sleepy to AI Darlings
Weekend Thoughts: Diamonds, Tail Risks, and the Assumptions We Take for Granted
Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model (podcast #287)
Weekend thoughts: aging lions, disappointing heirs, and succession changes $IAC $FWONA
Some things and ideas: January 2025
It's never that easy (plus, hearing a pod is blowing up?)
Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"(podcast #284)
More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club Podcast January 2025)
Weekend thoughts: learning from market history without costing yourself in the present
YAVB (premium) 2025 outlook / company updates
Yet Another Value Empire: 2025 vision, superpowers, and saying no
Trite Munger quotes that hit me, FY24 edition: big money in waiting?
Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL (episode #283)