Posted On February 17, 2021
Long time readers know that I've been a cable bull for.... well, a long time. Charter is the headliner here, as it's probably the company I've written the most about on this site, but I've touched on basically every publicly traded cable company at some point in this site's history. The thesis has always been […]
Posted On February 8, 2021
I have spent a lot of my time this year looking and thinking about SPACs. I think there's clearly a SPAC bubble going on right now, and one of my predictions for 2021 is that the bubble will break towards the back half of the year as the pure number of SPACs outstanding overwhelms the […]
Posted On January 27, 2021
I'm not that old (I'm 32). I can't remember the dotcom bubble, but I have some memories of the financial crisis (it happened when I was first starting to invest) and can remember plenty of weird markets including the drawdown in early 2016 (which hammered growth / tech stocks), the meltdown of late 2018, the […]
Posted On January 22, 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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
