Sitemap - 2021 - Yet Another Value Blog
Some things and ideas: December 2021
Weekend thoughts: Prepping for 2022
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Podcast #88: Jacob Rubin is bullish on $GLNG
Weekend thoughts: be careful out there
Podcast #87: Jacob Rubin is flying with $FTAI
Podcast #86: Kuppy is active on $LEE
Podcast #85: Chris McIntyre thinks $MSGE is a cheap stock
Podcast #84: Sleepwell and Enlightened are allied in the $ALLY bull case
Podcast #83: Andrew Freedman walks through the TMT space
Weekend thought: a sporting chance for value at $SPWH
Asking the experts: how do you use expert networks?
Some things and ideas: November 2021
Some post Liberty day $CHTR thoughts
Weekend thoughts: Capital (mis)-allocation at high growth companies
Liberty investor day follow up thoughts
Podcast #81: Richard Sosa sees value in $DFIN's niche
Podcast #80: Evan Tindell sees value in $TME
Weekend thoughts: Liberty's big week
Eric Markowitz worms his way through the Tesla bull thesis... plus a little Spotify $SPOT $TSLA
Weekend thoughts: Capital allocation and opportunity at $BBBY
Yet Another Value Podcast: now on substack with transcripts!
Aaron Edelheit is high on Cannabis stocks
Jeremy Raper discusses POSaBIT $POSAF
Some things and ideas: October 2021
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The SPAC market is heating up again
Weekend thoughts, part 3: 3 Winners from the $DWAC / TMTG deal ($TWTR, $FOX, & $VIRT)
Weekend thoughts, part 2: thoughts on TMTG / $DWAC
Weekend thoughts, part 1: $DWAC is making SPACs great again
Weekend thoughts: $IAC buys $MDP
Weekend thoughts: More $TMC shenanigans
Some things and ideas: September 2021
Weekend thought: What if Crypto Collapsed?
De ja vu: some thoughts on Altice's continued declines $ATUS
Weekend thoughts: $TMC / $SOAC and some more SPAC insanity
Premium quickie idea: a net cash speculation
Weekend thoughts: $CNX (warning: explicit capital allocation inside)
Some things and ideas: August 2021
Weekend Thoughts: Peloton's "weak" Q $PTON
The $WWE / $SPOT tag team, part 2 (WWE)
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The $WWE / $SPOT tag team, part 1 (Spotify)
Weekend musings: $MUDS / TOPPS fall out
SPAC sponsors don't give a fudge about their reputations (and neither should you)
TMT earnings $TWTR space tmr night
Some things and ideas: July 2021
What can you learn from how a SPAC handles redemptions?
Pointless SPAC shenanigans: $ATIP edition
So the SEC won't let Bill be... $PSTH
Another deSPAC value idea: $SKIL
A DeSPAC value idea: Alight $ALIT
Altice is the "best" large cap stock
How the $TREB / System1 deal shows the need for deep pocketed SPAC sponsors
Quickie idea / question: What's going on with $DOYU / $HUYA
Some things and ideas: June 2021
Highlighting $PSTH / $UMG spaces and expert interviews
Three (and a half) SPAC special situations (premium post)
Some final pre-deal $PSTH / UMG thoughts
Music execs on the music industry investment thesis
$WISH-ing for one more meme stock opportunity
Return of the meme stock presents opportunity in $CLOV
Further breaking down and simplifying the $PSTH / UMG transaction
Breaking down the ridiculously complex $PSTH / $UMG transaction
My top 10 $PSTH targets follow up
Some things and ideas: May 2021
Some final $DISCA / $T ramblings (don't sleep on a $CMCSA topping bid!)
The 'Death of New York City’ is Dead
Some more $DISCA / $T ramblings
Talking my obsessions #1: Peloton's recall $PTON
A SPAC deal leads to a special sit
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Some things and ideas: April 2021
April 2021 premium update (paywall)
What happens when SPAC deals start failing?
Something different: BlockFi and Bitcoin Futures Arb
Malone and Maffei: Still got it (even if their SPAC doesn't) $LMACA $SCOR
Premium Post: a Timely Recovery Play
April Fools' for post-SPAC Investors $NKLA $GOEV
Discovering value in the wake of Archegos $DISCK
Some things and ideas: March 2021
A few more SPAC trades $FIII $TBA $KVSA
Premium Post: Cutting into a microcap (paywall)
A Lucid Follow-up on SPAC-craziness: $CCIV
Quickie idea: two SPACulations $TREB $OACB
What the fudge is happening to legacy media stocks? $VIAC $DISCA $NFLX $T
March 2021 premium update (paywall)
$GTXMQ: a word on the record date
Yet Another Look at a Reopening Play: $SIX
The tide is turning in SPAC land; what comes next?
Some things and ideas: February 2021
Yet Another $PSTH deep dive, part 2: scenario analysis and some sample trade
Yet Another $PSTH deep dive, part 1: framing the opportunity
Big Three Cable: still too cheap $ATUS $CHTR $CMCSA $CABO
Feb. 2021 premium update (paywall)
$PSTH, $PSHZF, and implied vol: another look at SPACsanity
Notes from the podcast cutting room floor
A Lucid look at the SPAC-craziness: $CCIV deep dive
Buying the picks and shovels to the SPAC goldmine
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Some things and ideas: January 2021
Premium Case Study: Worthington $WOR
Short squeezes, gamma, and fiduciary duty $GME
Quickie idea: $UWMC squeezing higher post-deSPACing
Quickie idea: Atlantic Power arb / potential bidding war $AT
Premium case study: $GHIV SPAC-"option arb"
Premium post: Another worthy play (paywall)
Building conviction #neversell
The Yet Another Value "Empire" in 2021: The Blog and Premium Site
The Yet Another Value "Empire" in 2021: The podcast
My State of The Markets 2021: Speculative Excess and Opportunity Everywhere