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Category: Uncategorized

Announcing YAVB Version 2.0

Posted On August 24, 2020
We are upgrading Yet Another Value Blog (YAVB).  Thanks to all the support from our readers and our premium members, we are announcing a few minor and a few major upgrades to the site. What does the upgrade mean? Well, we upgraded our servers and back end code, so all the major functions on the […]

Random thoughts on cable and wireless post Q2 earnings

Posted On August 17, 2020
I had a lot of interesting conversations about the cable / telecom sector on the heels of my podcast with The Science of Hitting. I wanted to share some of the thoughts coming out of those convos, so I've done so in bullet form below. Honestly, the conversations have been really interesting, so please feel […]

The $TWTR hack: a lack of imagination

Posted On July 16, 2020
Twitter is probably the most interesting company in the world today. I mean that from both a strategy perspective and from an investment perspective. From a strategy perspective, I'm not sure there's ever been a company created so much value for its users and captured so little for itself (I liked the chart below from […]

Yet another guide to media stocks, Part 6: Sports investing in a post-Covid world $MSGS $MSGN

Posted On June 23, 2020
Hi! Welcome to Part 6 of Yet Another Guide to media stocks. Today’s post will cover how I'm thinking about investing the publicly traded sports plays in the post-Covid world. Before diving in, I’d highly encourage you to check out the intro section to the guide, which goes over why I’m doing this and dives […]

Some things and ideas: May 2020

Posted On May 29, 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 […]

Confused, part deux

Posted On May 19, 2020
Earlier today, I put up a post on how confused I was by the current environment (the post was aptly titled "Confused"). Judging by my DMs / emails, I'm not the only one who's confused, and a lot of people felt a little relieved that there was yet another person who was bewildered by the […]

Confused

Posted On May 19, 2020
I mentioned this a few weeks ago, but I don't think I've ever spent so much time thinking about the "macro" picture. Honestly, I don't like it. My passion lies in looking at individual businesses and quirky situations, not trying to decipher the the trajectory of the economy or how a virus will spread / […]

Corona dislocation and alpha potential

Posted On April 12, 2020
In general, I've tried not to think much about macro over the past few years. I much preferred to think about micro (company specific) ideas. Obviously, Corona has thrown a lot of that into question: for a lot of companies, whether they're investable or not depends on how long the economic shutdown lasts. As an […]

Buffett and airlines $BRK $DAL $UAL $LUV

Posted On April 7, 2020
Over the weekend, Berkshire filed a filed forms that showed them blowing out of their positions in Southwest and Delta. It was a pretty surprising move: Berkshire had been buying pretty aggressively as recently as a month ago, Buffett had been singing the airlines praises pretty consistently for the past few years, and Buffett had […]
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