Archive - Yet Another Value Blog

Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter (podcast #296)

Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss the 2024 Berkshire…

16 hrs ago

One more for the (premium) net cash basket

I realize I’m a broken record, but my favorite space right now remains biotech trading below net cash. I’ve written up three different ones: SAGE (which…

Mar 6

Fintwit Book Club February 2025: Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (podcast #295)

Welcome to the latest edition of Yet Another Value Podcast's Book Club.

Mar 5

Another (premium) squeeze

It has been a….

Mar 5

Some things and ideas: February 2025

My monthly overview (Monthly recurring piece)

Mar 1

February 2025

Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research (podcast #294)

Welcome to the February 2025 edition of Andrew's Random Ramblings on the Yet Another Value Podcast.

Feb 28

February 2025 premium update

Before we get to the updates- first, thank you so much for subscribing to the premium site!

Feb 27

The future of telecom- expert interview with former FCC Chair Tom Wheeler (part 3 of 3: broadcasters)

TL;DR: AlphaSense was kind enough to sponsor an expert call with me and Tom Wheeler, the former head of the FCC. It’s a fascinating time for the telecom…

Feb 27

Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings (podcast #293)

Sahm Adrangi, Chief Investment Officer at Kerrisdale Capital, joins the podcast to share his thesis on ACM Research, Inc.

Feb 26

Weekend thoughts: Opportunities in small biopharma

I will be honest: I find the market to be a very strange place right now.

Feb 24

Yet Another Value's special situation: Sage Therapeutics $SAGE (podcast #292)

In today's episode of the Yet Another Value Podcast, Host, Andrew Walker, shares his thesis and presentation on Sage Therapeutics, Inc.

Feb 20

The future of telecom- expert interview with former FCC Chair Tom Wheeler (part 2 of 3)

TL;DR: AlphaSense was kind enough to sponsor an expert call with me and Tom Wheeler, the former head of the FCC. It’s a fascinating time for the telecom…

Feb 19

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