Sitemap - 2026 - Yet Another Value Blog
Flying through the Volaris thesis with Antipodes' Phillip Namara $VLRS
More SaaSpocalypse at $WIX (plus: "why has this opportunity stumbled into my lap?")
Some ramblings on the SaaSpocalypse
February 2026 Random Ramblings
How investors can improve at expert calls and AI with AlphaSense's Ryan Fennerty
REITS, Private Market Discounts, and Déjà vu at $FSP
Rules based investing with Methodical Investment's David Kaiser
Going back to the (premium) zombie bio well
Bill Chen's follow up on REITs and $ALX
Bill Chen on the current set up for REITs
Fairfax Loves Under Armour. I’m Not So Sure. $UA $FFH
Avation Post-Mortem with Jeremy Raper $AVAP
General Market Thoughts and the Case for Change at Humm with Jeremy Raper
Will this be a different $TRIP?
Adam Buckstein's Stride Thesis $LRN
The (Working) Theory of Weird Markets
An actually unique (premium) for sale
Boyar Research's Jon Boyar on 2026's Forgotten 40 $UBER $BATRA
Randy Baron's "Spicy" Victoria PLC Pitch
2025 (premium) year in review and prep for 2026
Lake Cornelia Capital's Judd Arnold on $TOI and a bunch of other stuff
A sleepy start to the (premium) year
Yet Another Value Podcast in 2026: A Letter to an Upcoming Guest