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Category: Stocks by ticker

Quickie idea: Atlantic Power arb / potential bidding war $AT

Posted On January 19, 2021
This post is another in a series I do on an irregular basis. A “quickie” idea is an investment specific idea that I’ve been mulling over and find interesting, but haven’t dove fully into yet. The hope is to provide the jumping off point for a discussion of an idea I find extremely interesting right now, as […]

Premium case study: $GHIV SPAC-"option arb"

Posted On January 18, 2021
One of my goals for YAVB in 2021 was posting more case studies: ideas from YAV premium that have played out (whether positively or negatively). There are a lot of reasons for doing so: partly for marketing purposes for the premium site, partly because some people get value in seeing fully written ideas and learning […]

Building conviction #neversell

Posted On January 13, 2021
I've had three connected thoughts sort of floating around my head recently. I've talked about how obsessed I've been with Peloton (the app) recently, and that got me interested in revisiting the stock. As part of that, I reread Implied Expectation's (excellent) Peloton write up. This line (you won't share the confidence unless you own […]

Some things and ideas: December 2020

Posted On December 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 […]

Quickie idea / Christmas Gift: Collectors Universe Bumpitrage $CLCT

Posted On December 21, 2020
This post is a special post. It doubles as both my Christmas present to you, and a continuation of my "“quickie” idea" series. Now, I know what you're thinking. "How thoughtful of Andrew to get me a Christmas present!!!! But man, this is awkward. I didn't get him anything!" And the good news is I'm […]

History Rhymes: $FB attacks $MTCH / $ANGI

Posted On December 16, 2020
This morning, ANGI stock fell ~5% on a news story that Facebook was plotting a rival service. If you just thought about that announcement in a vacuum, ANGI's stock going down would make sense. In fact, you might even find a drop of only 5% a little puzzling. Facebook is probably the most powerful corporation […]

Playing Moneyball with $RBAC

Posted On December 14, 2020
Over the past month, I've done three posts on SPAC / option trades: The curious case of PSTH’s options, assessing IPOC’s options, and a premium only post. Of those three, I'd say the most popular was PSTH, the most ignored was IPOC (perhaps correctly, as they set their shareholder vote for Jan. 6 literally one […]

Assessing $IPOC's options

Posted On December 9, 2020
I've been writing online for years, and "the curious case of PSTH's options" had, by far, the most engagement of any investment idea I've ever posted. Perhaps the idea is just that compelling (and I think it is rather compelling!), perhaps my other ideas have not been as compelling as I like to think (perish […]

Is $TREE set to grow?

Posted On December 8, 2020
Long time readers know that there are two conglomerates I follow extremely closely, have enormous respect for, and talk about all of the time: IAC (in addition to the ~12 articles I've done on them, I did a podcast on them with the Boyar Value Group) and Liberty Media (in addition to their investor day […]

Alaska Communication update: bidding war confirmed $ALSK

Posted On December 7, 2020
This post is an update on last month's quick idea (and quick idea update) to buy Alaska Communications (ALSK) in anticipation of a bidding war. In general, I try not to post updates of ideas. But I've been getting a lot of inbounds on this one and (I'll be honest) I wanted to spike the […]
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