Yet Another Value Blog

Yet Another Value Blog

Home
Yet Another Value Podcast
Legal and Disclaimer
Archive
About
Yet another for the (premium) busted net cash basket
I realize I’m a broken record, but my favorite space right now remains biotech trading below net cash. I’ve now written up five different net cash bios…
Random Ramblings May 2025 (podcast #311)
In this May 2025 edition of Yet Another Value Podcast, host Andrew Walker shares a range of thoughts in his monthly solo ramble.
How much is a great manager worth? $QXO $BECN
Last week, I did a post on (bad) incentives and (poor) corporate governance. As I was writing that post, QXO was closing their deal to buy BECN (WSJ on…
1
An open letter to the Keros board $KROS
TL;DR: We are withholding our votes from two of Keros’s board members at their annual meeting (we’re also voting against the executive compensation…
4
Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA (podcast #310)
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Cliff Sosin of CAS Investment Partners for his second appearance.
A few (premium) updates
With earnings rolling in fast and furious, I wanted to take a second to put out a few updates on some premium that have reported so far: ARVN, DK, FLL…
3
Another (premium) net cash play
I realize I’m a broken record, but my favorite space right now remains biotech trading below net cash. I’ve now written up five different ones: SAGE…
Yet Another Value Blog
Yet Another Value Blog
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
Recommendations
View all 34
Nongaap Investing
Nongaap Investing
Mike
Compounding Quality
Compounding Quality
Compounding Quality
TSOH Investment Research
TSOH Investment Research
TSOH Investment Research
ToffCap
ToffCap
ToffCap
Elevator Pitches
Elevator Pitches
Editor, Elevator Pitches
Legal
Legal and Disclaimer

Yet Another Value Blog

AboutArchiveRecommendationsSitemap
© 2025 Andrew Walker
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture