Sitemap - 2026 - Yet Another Value Blog
What is $GOOG seeing in AI? Part 3: the real bear case
A full (premium) update on an embarrassment
Adam May on $ABVX's blowout data and subsequent stock crash
What is $GOOG seeing in AI? Part 2: Google's telling you the returns are real
What is $GOOG seeing in AI? Part 1: history's biggest, weirdest equity raise
A (premium) dark arts strategic review
Pershing Square Challenge 2026 finalists pitch Amadeus $AMS | the toll booth on global travel
A quickie (premium) SaaS dark arts play
Texas Hedging the (investor) AI-pocalypse
I built a thing (with AI), part 2: How I built it
Pershing Square Challenge 2026 third place: Celsius $CELH
A cyclical boom is eating the whole index: memory, semis, and the active manager's nightmare
I built a thing (with AI), part 1: What I built
Pershing Square Challenge 2026 runner-ups on Baker Hughes $BKR
Pershing Square Challenge 2026 winners on DoorDash $DASH
Corporate dark arts: mulligans, midstream cuts, and one fast double $AGL $TPB $DUOL $COTY $RIVN
Why $PSUS deserves a premium to NAV and $PS deserves a premium multiple | Marlton's James Elbaor
Corporate dark arts: five bullish signals that aren't $AMCX $ALHC $VCTR $CHTR $BXP
Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capital $DRVN
Corporate dark arts: five big bets $SNDA $CCOI $KVYO $PYPL $CERT
$LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe
How I built three research tools with AI in one evening
$STVN: are oral GLP-1s really a death blow? | Aurelion Research's Leo Trudel
Corporate dark arts: when incentives tell you what might be coming $GME $EKSO $VAC $RPD
Basics for using Claude Cowork with investing
Can Sprout Social Survive the SaaSpocalypse with Pernas Research's Deiya Pernas
I spent 45 minutes building the AI that might replace me
Were there dark arts clues $SOX was about to go parabolic?
Drilling into LandBridge's value with Chadd Garcia $LB
Investing in the SaaSpocalypse with Heller House's Marcelo Lima
Corporate dark arts: one bizarre case study, one false signal, and three setups to watch
Corporate dark arts: one case study and three premium setups
Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG
A hopeless $LION and some dim $STRZ dabble in the corporate dark arts
Taking (premium) advantage of the dark arts
Guinea Value's Jingshu Zhang on Fiserv $FISV
What $META’s YOLO options package says about its AI upside
Not All Bullish CEO Pay Packages Are Equal: $OPEN vs. $RELY
Avory's Sean Emory on Clear Security $YOU
Some things and ideas: March 2026
A Sinister Raise, a Bitter Press Release, and Five Other Weird SEC Filings
Theravance's strategic review with Andy Summers $TBPH
Night Watch's Roderick van Zuylen on Marex $MRX
The house is losing: prediction markets vs. sportsbooks $CZR $DKNG $HOOD
An Ugly Headline… and a Clean (Premium) Setup
Adam May on investing in biotech $NKTR $ABVX
Chris Paryse on Ferrellgas's big conversion $FGPR
Five Weird Market Situations Worth Watching ($BRR $CAR $PAR $SSII $VELO)
Accrued Interest's Simeon McMillan on $VSNT and the evolving media space
Take the win (and one exception) $TASK $STAA
A tour through the media landscape with TSOH's Alex Morris
Carriage House's Will Cleary on $FTAI
The future of media free webinar $NFLX
Buying reputations, weird tenders, and big insider buys: $TTD and $WIX
Some things and ideas: February 2026
A slightly different (premium) thesis
Investing in Biotech with Verdad Capital
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