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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 […]

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 […]

Premium Post: One more SPAC-"option arb"

Posted On December 11, 2020
Recently I’ve posted two articles on taking advantage of SPACs with high volatility: The curious case of PSTH’s options, and assessing IPOC’s options. The basics behind these trades are simple: volatility on some of these SPACs is absolutely off the charts, and if you structure the options correctly you can take advantage of that optionality […]

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 […]

[Premium] Potential for more than generic returns

Posted On December 6, 2020
Collaborative Write-Up with Mike from Nongaap Note: This section was written by written by Andrew from YAVB On the whole, 2020 has been a bummer. But, for me personally, one of the bright spots for the year has been virtually meeting a ton of sharp new people. Some of them I’ve met through the podcast, and […]
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