Sitemap - 2018 - Yet Another Value Blog
Some things and ideas: December 2018
Markets in (Semi)Panic 2: Even more (Semi)Panic
Christmas Idea #2: Telecom Italia Savings Shares $TITR $TIT
Christmas Idea #1: Radisson Hospitality $RADH
Christmas Ideas for 2019: Honorable Mentions $CHTR $GLIBA $IAC $MSG $MEIP $GAPFF $CVI $I
Christmas Ideas 2019 (Plus 2018 Ideas Follow Up!) $DVMT $AABA $SPB $RTHM
How Big of a Threat is 5G Fixed Wireless to Cable? $CHTR $VZ
$NRE: Limited Downside, Decent Upside, Tight Time Frame
Some things and ideas: November 2018
CD Projekt (CDR) (Search for IP Series Post 2)
$YELP's Quarter Got Negative Reviews, But It Could Be A Five Star Opportunity
Thoughts and notes from #LibertyInvestorDay 2018
Some things and ideas: October 2018
Games Workshop (GAW) (Search for IP Series Post 1)
Introducing the "Search for IP" Series
Some things and ideas: September 2018
Is CVR prepping for a sale? $CVRR $CVI
My mixed feelings on broadcasters $NXST $SBGI $TRCO
Some things and ideas: August 2018
Hoping Hill's Restatement Isn't Too Big a Hill to Climb $HIL
Some notes from the spectacular Tribune Sinclair lawsuit $SBGI $TRCO
Semi-Case Study / Background on Aimia $GAPFF
Some updated thoughts on Charter post earnings $CHTR
Some things and ideas: July 2018
A single so far, but the Braves could turn into a home run $BATRA
The Theft of GGP: Special Situations Analysis
The Death of Malls and the Theft of GGP
Some $DVMT updates and additional thoughts
Some thoughts on getting screwed by Dell $DVMT
Some things and ideas: June 2018
Some things and ideas: May 2018
Senvest could be hitting an inflection point $SVCTF
Now could be the time to tune into $MSGN
Some things and ideas: April 2018
CorePoint / La Quinta Ira Sohn Contest Winner $LQ
My failed April Fools' post $NFLX
Some things and ideas: March 2018
Comcast and the "curse" of "diversified holdings" companies $CMCSA
Lennar Share Class Arbitrage $LEN
Some things and ideas: February 2018
Venturing through the GCI proxy $LVNTA
Thoughts on the market and where we see upside and opportunity