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Author: Yet Another Value Blogger

Talking my obsessions #1: Peloton's recall $PTON

Posted On May 6, 2021
I love writing this blog. There are tons of great things about writing a free blog that is read by literally dozens of value investors, but the best thing about writing a blog without any oversight or editor or agenda is that I can write about whatever is obsessing me at the moment (though the […]

Premium: A SPAC deal leads to a special sit (Paywall)

Posted On May 4, 2021
Let me start this idea off with a disclaimer: it’s risky. If the idea doesn’t work, the downside is substantial. So please keep that in mind; sizing this properly is critical because the downside is so large (and, of course, nothing on this site is investing advice!). That said, I think this is one of […]

Some things and ideas: April 2021

Posted On May 1, 2021
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 […]

April 2021 premium update (paywall)

Posted On April 29, 2021
Hi subs, Before we get to the updates- first, thank you so much for subscribing to the premium site! Second, a quick housekeeping. This month’s housekeeping has three parts: I mentioned it in my 2021 vision, but my goal for the premium site is simple: 2 posts/month (24 posts a year). One of the monthly posts […]

What happens when SPAC deals start failing?

Posted On April 26, 2021
Regular readers don't need a reminder, but I've been more than a little obsessed with SPACs recently. Almost all of my recent public posts and ideas have mentioned SPACs in some form, and I even did an interview with ReutersGMF entirely focused on SPACs. The reason I'm so obsessed is simple: while, as a whole, […]

Something different: BlockFi and Bitcoin Futures Arb

Posted On April 23, 2021
This post is a little different than my normal posts (it's not about SPACs, cable / media / Liberty, or cruise lines). I'm a complete tourist in the bitcoin and crypto space; to my detriment, I've never bought or sold one (though some friends and I bought a digital horse on a lark and, I […]

Malone and Maffei: Still got it (even if their SPAC doesn't) $LMACA $SCOR

Posted On April 20, 2021
At the beginning of the year, Comscore (SCOR) announced a "strategic investment" from Charter, Qurate, and Cerberus ("the buyers"). The buyers bought $204m in convertible preferred stock, and in exchange Comscore got cash to pay off basically all of their debt as well as an agreement with Charter (and Comcast!) for "long-term data rights to […]

Premium Post: a Timely Recovery Play

Posted On April 15, 2021
One theme I’ve been beating pretty consistently since late last year is that I don’t understand the valuation of “pandemic recovery” plays. These are things like cruise ships, airlines, restaurants, and a variety of other things that have been shut down by the pandemic. Almost all of these are trading at valuations significantly in excess […]

April Fools' for post-SPAC Investors $NKLA $GOEV

Posted On April 2, 2021
Astute readers might notice that I did not do an April Fools' joke this year. I considered doing one, but honestly I did not know how I could top the ongoing pranks that deSPAC'd companies are pulling on their shareholders. A quick background is important to understand what's happening. When a normal company goes through […]

Discovering value in the wake of Archegos $DISCK

Posted On April 1, 2021
We're living in strange times. There's no doubt about that. 18 months ago, who would have believed that March Madness would be cancelled, or we'd go an entire year without fans at concerts / sports, or that the capital would be stormed? I'd guess no one. And our financial markets seem to have responded to […]
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