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Quickie idea: CoreLogic $CLGX

Posted On January 6, 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 […]

The Yet Another Value "Empire" in 2021: The podcast

Posted On January 5, 2021
Yesterday, I posted my "state of the markets" for 2021. The summary was that, while I see several pockets of excess / exuberance, I see plenty of dislocations and opportunities. Towards the end of the post, I mentioned that I wanted to spend some time navel-gazing about how I wanted to evolve the Yet Another […]

My State of The Markets 2021: Speculative Excess and Opportunity Everywhere

Posted On January 4, 2021
In 2000, the tech bubble collapsed. The next 2.5 years were a disaster for stocks in general; the S&P 500 shed about half its value and the Nasdaq dropped even more. But it was a super fertile time for value investors; sectors that had been left for dead saw huge increases as speculative money dried […]

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 […]

Deceit, parody, or something else? $BMYRT's strange twitter account

Posted On December 30, 2020
I've spent a lot of time on BMY's CVR (BMY-R or BMYRT) over the past few years. On top of endlessly disclosing that CVRs are insanely risky and nothing on this blog or anything else I do is ever investing advice (a disclosure I will reiterate here, as well as noting nothing on here is […]

Ten Predictions for 2021, Part 2: Non-SPAC Edition

Posted On December 30, 2020
This is part 2 of my predictions for 2021. Part 2 centers on my non-SPAC predictions; you can find part 1, which focused on SPACs, here. Cable One (CABO) massively underperforms its cable peers Cruise stocks have a rough 2021 Free Radical media companies finally start to consolidate All the major movie theaters file for […]

Ten Predictions for 2021, Part 1: SPAC Edition

Posted On December 29, 2020
2020, on the whole, has been miserable. I suspect 2021 will be much brighter as the vaccine rolls out and the world normalizes. So I've been thinking a lot about 2021, and I wanted to put out some predictions for the year. But I've also been a little obsessed with two things recently: the SPAC […]

Peloton: Fitbit 2.0, or Netflix 2.0? $PTON

Posted On December 28, 2020
I love exercising. I do it basically every day (well, once a week I'll generally take a White Claw inspired day off). I used to do it two times a day, and I'd still like to if I could, but as I've gotten older time demands have generally precluded two work outs a day. Still, […]

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 […]

December premium update

Posted On December 18, 2020
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: The premium site is still a work in progress, feedback is very much appreciated. In particular, feedback on what you’d like to see in the monthly […]
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