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December 2024

Some things and ideas: December 2024
My monthly overview (Monthly recurring piece)
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December 2024 premium update
Before we get to the updates- first, thank you so much for subscribing to the premium site!
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Weekend thoughts: pattern recognition follow up and AI risk
Last weekend, I put up a post on pattern recognition and used a long example of changes to earnings date as a signal that something was up.
Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives (podcast #282)
Welcome to the December 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast.
Prepping for my 2025 navel gazing
A simple rule of life is that whatever youā€™re passionate and working on will tend to be the most important thing in the world to youā€¦.
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A quickie bonus Christmas (premium) idea
This sounds a little trite to put on paper, but I tend to bucket investments into two buckets:
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A (premium) insider buy pattern match
Earlier today I put up a long post on pattern recognitionā€¦ I actually started writing that piece because I had a particularly interesting pattern inā€¦
Weekend thoughts: pattern recognition and earnings date changes
The longer I invest, the more I think real money is made (particularly on the event side) in pattern recognition.
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Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB (podcast #281)
Asif Suria, Author of "The Event-Driven Edge in Investing: Six Special Situation Strategies to Outperform the Market" and Founder and CEO at Insideā€¦
Weekend thoughts: crypto, mania, and reflexivity follow up
In March, I wrote crypto, mania, and reflexivity. I wanted to do an update because I think what weā€™re seeing in the space is so astronomically insaneā€¦
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Quick thoughts on QSRs: downside protection / unique stickiness?
Iā€™ve been doing some work on different quick service restaurants (QSRs, or fast food; think McDonalds) on and off over the past few months (particularlyā€¦
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