Sitemap - 2020 - Yet Another Value Blog
Some things and ideas: December 2020
Deceit, parody, or something else? $BMYRT's strange twitter account
Ten Predictions for 2021, Part 2: Non-SPAC Edition
Ten Predictions for 2021, Part 1: SPAC Edition
Peloton: Fitbit 2.0, or Netflix 2.0? $PTON
Quickie idea / Christmas Gift: Collectors Universe Bumpitrage $CLCT
History Rhymes: $FB attacks $MTCH / $ANGI
Alaska Communication update: bidding war confirmed $ALSK
[Premium] Potential for more than generic returns
[Premium] Potential for more than generic returns
The curious case of $PSTH's options
Multiplan, Part 2: Debunking the short thesis $MPLN
Multiplan, Part 1: Short Squeeze Potential $MPLN
Some things and ideas: November 2020
Premium Post: Backing some litigation
The Vaccine rally: right and wrong?
Quickie idea update: Alaska Communications $ALSK
Quickie idea: Alaska Communications $ALSK
Does the Astound deal show cable is too cheap? (Spoiler: Yes, particularly $ATUS)
Some things and ideas: October 2020
Premium post: updates on $IAC and $GTXMQ
Quickie idea: GTX bankruptcy $GTXMQ
Giving in to the craziness: my top 8 SPAC ideas
Premium post: Shopping for value
BMY CVR: an inspection inflection? $BMYRT
A flywheel marketplace at <10x EBITDA: $ANGI $IAC
Getting the flywheel spinning at $ANGI $IAC
Some things and ideas: September 2020
Assured Guaranty: the bull case $AGO
Assured Guaranty: the bear case $AGO
Is $QRTEA a Textbook Malone Special Sit or a Classic Value Trap?
Can I offer you a combo special sit / asset play / compounder?
Premium Post: Can I offer you a combo special sit / asset play / compounder?
Some things and ideas: August 2020
Premium case study: Hanging with Mr. Cooper $COOP
Premium Post: August monthly updates
Random thoughts on cable and wireless post Q2 earnings
Non-Gaap on the Corporate Dark Arts (plus pod now on iTunes!)
Malone's perplexing rights offering spree $LILAK $LSXMK
Yet Another Value Podcast is now live
Premium Post: Buying some insurance
Some things and ideas: July 2020
Investment implications from.... Kodak? $KODK
Announcing Yet Another Value Podcast
Quickie idea / what am I missing: First Energy $FE
SPACs: the most ludicrous bubble we'll ever see... why not $IAC?
The $TWTR hack: a lack of imagination
Premium Post: July Monthly Thoughts and Updates
Lemonade: I don't get it $LMND
A more worthy play on Nikola's craziness
Premium Post: A more worthy play on Nikola's craziness
This stone cold steal of a deal should result in some capital gains....
Premium Post: This stone cold steal of a deal should result in some capital gains....
Some things and ideas: June 2020
Quickie idea / what am I missing: $PCG on bankruptcy emergence
Premium case study: Kontoor Brands $KTB
Yet another guide to media stocks, Part 6: Sports investing in a post-Covid world $MSGS $MSGN
Premium Post: June Monthly Thoughts and Updates
Cruise ship pirates: how $OSW's management plundered their shareholders
Not a fit for ETFs, this company is well oversold
Premium Post: Not a fit for ETFs, this company is well oversold
Some things and ideas: May 2020
Should you hang with Mr. Cooper?
Premium Post: May Monthly Thoughts and Updates
Taubman: an update post earnings
Comcast: buy the cable business, get everything else for (almost) free? $CMCSA
Quickie idea: renting some $RESI
Some things and ideas: April 2020
Yet another guide to media stocks, Part 5a: Corona impacts
Renting some space in $IWG $IWGFF
Liberty's no longer #trackersforlife $LSXMA $FWONA $LYV $SIRI
Premium Post: April Monthly Thoughts and Updates
Corona dislocation and alpha potential
Premium Post: Macerich (MAC) : a summary
Buffett and airlines $BRK $DAL $UAL $LUV
Announcing Yet Another Value Blog Premium
Commercial rent payments questions
Non-April Fools' post: some "shower thoughts" on the post-Corona investing environment
Taubman (TCO) preferred arbitrage
Welcome to Yet Another Value Blog (substack)
Premium Post: Taubman (TCO) preferred arbitrage
Some things and ideas: March 2020
Quickie Idea: one more preferred opportunity: $NYMT prefs
Preferred dislocation opportunity example: $BPYPP
Some thoughts and opportunities from the Corona panic
Markets in meltdown: a quick note
Some things and ideas: February 2020
Markets in (semi)Panic 3: not even a semi-panic yet
Some things and ideas: January 2020
Excerpts from our 2019 annual letter
Yet another guide to media stocks, Part 1b: broadcasters update $TGNA
Yet another guide to media stocks, Part 4: Free Radical #1 $AMCX