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Yet Another Value Empire

@YetAnotherValue

Official Twitter of the Yet Another Value Empire (mainly the blog and podcast) from @andrewyavb

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Joined April 2022
  • Tweets591
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  • Followers5.5K
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New post! Farewell yetanothervalueblog.com/p/fa…
Farewell

Farewell

It’s a little bittersweet to write this post (and record the attached podcast), as this will be my last post / podcast.

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New post! Before you fade Muse, use it for 72 hours $META yetanothervalueblog.com/p/be…
Before you fade Muse, use it for 72 hours

Before you fade Muse, use it for 72 hours

Here’s how (and why) I’d recommend investors experiment with consumer agents like Muse

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Podcast #423 is up! @iancassel on his new book, Stock Picker. yetanothervalueblog.com/p/ia…
Ian Cassel on his new book Stock Picker

Ian Cassel on his new book Stock Picker

Ian Cassel of MicroCapClub joins YAVP to break down his new book Stock Picker: renting vs owning microcaps, scuttlebutt, AI and edge. Ep. #423

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New post! GoPro sold itself at 9:20 AM to get ahead of a meme stock $GPRO yetanothervalueblog.com/p/go…
GoPro sold itself at 9:20 AM to get ahead of a meme stock

GoPro sold itself at 9:20 AM to get ahead of a meme stock

GoPro announced a merger agreement at 9:20 AM ET this morning. I have been doing event driven investing for ~a decade. I cannot remember any merger agreement getting announced at 9:20 AM. Honestly,...

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Podcast #419 is up! @1MainCapital discusses his double dip on $LMB yetanothervalueblog.com/p/lm…
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

YAVP #419

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New post! Rates are screaming and stocks aren't listening (again) yetanothervalueblog.com/p/ra…
Rates are screaming and stocks aren't listening (again)

Rates are screaming and stocks aren't listening (again)

Why I worry today's market is the mirror image of 2015

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New post! Was Mark Walter’s Lakers investment really a winner? yetanothervalueblog.com/p/wa…
Was Mark Walter’s Lakers investment really a winner?

Was Mark Walter’s Lakers investment really a winner?

The sports world is obsessed with the implosion of Mark Walter’s sports empire right now.

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Podcast #415 is up! Adam Buckstein returns to chat $ELAL yetanothervalueblog.com/p/el…
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

YAVP #415

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New post! Why SaaS stocks might be cheaper at $20 than they were at $10 yetanothervalueblog.com/p/wh…
Why SaaS stocks might be cheaper at $20 than they were at $10

Why SaaS stocks might be cheaper at $20 than they were at $10

Sometimes in investing, a stock is a better value at $20/share than it was at $10/share.

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New post! Shitcos, Griftcos, and alignment versus enrichment at $IREN yetanothervalueblog.com/p/sh…
Shitcos, Griftcos, and alignment versus enrichment at $IREN

Shitcos, Griftcos, and alignment versus enrichment at $IREN

IREN's board handed its Co-CEOs ~$800m of stock right before some big new contracts landed

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Podcast #413 is up! Steve Gorelick on $DNOW yetanothervalueblog.com/p/dn…
$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management

$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management

YAVP #413

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New post! When AI reads every 10-K, the only edge left is the CEO's flop sweat yetanothervalueblog.com/p/wh…
When AI reads every 10-K, the only edge left is the CEO's flop sweat

When AI reads every 10-K, the only edge left is the CEO's flop sweat

What happens to active (human) investors as AI gets better?

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New post! $UWMC lost $600m hedging a deal they'd already lost yetanothervalueblog.com/p/uw…
$UWMC lost $600m hedging a deal they'd already lost

$UWMC lost $600m hedging a deal they'd already lost

Two Harbors, CrossCountry, and a hedge that outlived the deal it was hedging

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Podcast #412 is up! @cedargrovecm on the long case for $HIMS yetanothervalueblog.com/p/hi…
$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove

$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove

YAVP #412

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Podcast #411 is up! August 2026 Random Ramblings yetanothervalueblog.com/p/au…
August 2026 Random Ramblings

August 2026 Random Ramblings

YAVP #411

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New post! Everyone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy. yetanothervalueblog.com/p/cr…
Everyone said crossover funds like Situational Awareness had the AI edge. Now they're telling you...

Everyone said crossover funds like Situational Awareness had the AI edge. Now they're telling you...

By far, the best tweet I saw on the Situational Awareness blow up was this meme

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New post! It’s the jockey, stupid.... right? yetanothervalueblog.com/p/it…
It’s the jockey, stupid.... right?

It’s the jockey, stupid.... right?

A VIC post reignited the oldest debate in investing: management, business quality, or price. Some rambling thoughts.

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Podcast #407 is up! @HawkinsEntrekin on $PRKS (and a possible short squeeze?) yetanothervalueblog.com/p/pr…
$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin

$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin

YAVP #407

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New post! Would I have been the patsy at $QVCPQ? $QVCAQ yetanothervalueblog.com/p/wo…
Would I have been the patsy at $QVCPQ? $QVCAQ

Would I have been the patsy at $QVCPQ? $QVCAQ

Some thoughts on edge, resulting, and scar tissue now that QVC's prefs are zeroes

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Podcast #406 is up! Reference Equity's Ryan Bunn wants $CBZ to stop buying back stock yetanothervalueblog.com/p/cb…
$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity

$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity

Podcast #406

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