Sitemap - 2017 - Yet Another Value Blog
New Year Idea #3: YUME Part 2 $YUME
New Year Idea #2: HRG Spectrum Brands Merger $HRG $SPB
New Year Idea #1: Dell VMW Tracker $DVMT
Christmas Presents and Altaba $AABA $BABA
Some things and ideas, December 2017
Liberty day follow up and some other stuff
One last New York REIT update $NYRT
AMC is beating analyst estimates and taking names $AMC
Podcasts, articles, and other things I found interesting
A few quirky things that caught my eye
Some additional random thoughts on Netflix $NFLX
Cord cutting and other cable risks $CHTR
Still bullish on Charter $CHTR
22 timeless lessons for our 22nd month
Some evolving thoughts on research
Do insiders think $DFRG sell-off is a rare opportunity?
More questions at FranklinCovey $FC
Some Thoughts on Stock Dilution Part 2 $RLJE
Some Thoughts on Stock Dilution Part 1 $TPB
Brave deeper into the Liberty complex $BATRA
Liberty Ventures GCI merger set to unlock significant value $LVNTA $GNCMA
Charter: A levered return of capital story for the ages $CHTR
Why the big decline, AMC? $AMC
Case study: Tangoe acquisition $TNGO
Hill International: 2017 Update $HIL
Hill International: January 2016 Investment Thesis $HIL
Cutting into Lifetime's Value $LCUT
Cutting into Lifetime's Value $LCUT
Something's BREWing at CBA $BREW
Playa-ing around with SPACs (Part 2) $PLYA $PACE
Playa-ing around with SPACs (Part 2) $PLYA $PACE
Playa-ing around with SPACs (Part 1) $PLYA $PACE
What the heck is happening at Insignia $ISIG
What the heck is happening at Insignia $ISIG
Novelion might not be an orphan for much longer $NVLN
Novelion might not be an orphan for much longer $NVLN
This time could be different for SWK Holdings $SWKH
This time could be different for SWK Holdings $SWKH
Will activism at YuMe lead to a Sizmek like premium? $YUME
Will activism at YuMe lead to a Sizmek like premium? $YUME
CSX a fascinating study in comp and activism $CSX
CSX a fascinating study in comp and activism $CSX
Hain's accounting issues could present opportunity $HAIN
Hain's accounting issues could present opportunity $HAIN
Layne's Heavy sale a catalyst for a blog post $LAYN
Layne's Heavy sale a catalyst for a blog post $LAYN
With this much smoke, is ComScore actually on fire? $SCOR
FGL's potential merger break could offer upside $FGL
FGL's potential merger break could offer upside $FGL
The "bonus for everyone" culture is killing shareholders
The "bonus for everyone" culture is killing shareholders
MEI Pharma: Massive upside not reflected in today's price $MEIP
MEI Pharma: Massive upside not reflected in today's price $MEIP
Ophthotech: a quick follow up $OPHT
Ophthotech: a quick follow up $OPHT
Dyadic: two lottery tickets for the price of none $DYAI
Dyadic: two lottery tickets for the price of none $DYAI
What will Ophthotech do with all that cash? $OPHT
Franklin Covey's big question $FC
Franklin Covey's big question $FC
Bob Evans and the Conference Call Question of the Year $BOBE
Bob Evans and the Conference Call Question of the Year $BOBE
Nexmo could make Vonage shareholders go "Woo-Hoo" $VG
Nexmo could make Vonage shareholders go "Woo-Hoo" $VG
Tucows "right" in eNom deal $TCX $NAME