Posted On August 31, 2020
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]
Posted On August 27, 2020
Today's case study is on Mr. Cooper; which I posted in mid-May at <$9/share and has since run to >$18.
Posted On August 25, 2020
Hi subs, Given almost every stock I’ve written about has reported earnings in the past few weeks, this month’s update post will focus on earnings updates. So tons of stuff to talk about! But, first, thank you so much for subscribing to the premium site! Second, a quick housekeeping. This month’s housekeeping has two parts: […]
Posted On August 24, 2020
We are upgrading Yet Another Value Blog (YAVB). Thanks to all the support from our readers and our premium members, we are announcing a few minor and a few major upgrades to the site. What does the upgrade mean? Well, we upgraded our servers and back end code, so all the major functions on the […]
Posted On August 17, 2020
I had a lot of interesting conversations about the cable / telecom sector on the heels of my podcast with The Science of Hitting. I wanted to share some of the thoughts coming out of those convos, so I've done so in bullet form below. Honestly, the conversations have been really interesting, so please feel […]
Posted On August 7, 2020
Just a quick update on the podcast.
Posted On August 6, 2020
Something I've wondered about a few times: what stock has burnt the most value investors (had the most value investors invested into them but ended up exploding)?
Posted On August 4, 2020
A follow up on last week's podcast announcement. Episode #1 with Jeremy Raper of rapercapital.com is now live. You can find it on Spotify here or on YouTube here (an iTunes link is coming; despite a >trillion dollar market cap, Apple still hasn't figured out how to approve new podcasts in a timely fashion). Yes, […]
Posted On August 3, 2020
This insurance company could easily be worth double today's share price.