Sitemap - 2024 - Yet Another Value Blog
Some things and ideas: December 2024
Weekend thoughts: pattern recognition follow up and AI risk
Prepping for my 2025 navel gazing
A quickie bonus Christmas (premium) idea
A (premium) insider buy pattern match
Weekend thoughts: pattern recognition and earnings date changes
Weekend thoughts: crypto, mania, and reflexivity follow up
Quick thoughts on QSRs: downside protection / unique stickiness?
Asheville Capital Management's Jake Barfield on InPost's scaling moat (podcast #280)
Some things and ideas: November 2024
The "broken market", evolving your process, and Munger's self-pity
Weekend thoughts: election positioning and post-election stock rips
KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL (podcast #276)
Some post-earnings / election (premium) updates
A (premium) broadband update post Q3 earnings
Weekend thoughts: $HOOD's (fools?) gold follow up
Some things and ideas: October 2024
Monthly special situations: $FYBR shareholders versus $VZ
GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis (podcast #273)
Three (and a half) quick (premium) updates
Another (premium) real estate play
Weekend thoughts: the less efficient market, part 2
A few quick (premium) updates follow up
Some things and ideas: September 2024
Weekend thoughts: the unique economic model of regional casinos
Weekend thoughts: the less efficient market, part 1
A quirky little CVR / M&A case study: $ALIM
Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY (pod #266)
Weekend thoughts: what a weird, wild market
Some post Labor Day (premium) updates
Some things and ideas: August 2024
Chris DeMuth's State of the Markets August 2024 (podcast #264)
The future of TV Sports Rights (free Tegus panel)
A (premium) history lesson / update
Some more (premium) earnings follow ups
The good, the bad, and ugly: some (premium) earnings update
Chris DeMuth's State of the Markets July 2024 (podcast #259)
Some things and ideas: July 2024
An open follow-up letter to $WOW's special committee
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK (podcast #258)
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA (podcast #256)
Weekend thoughts (bonus): stock prices driving company narrative
Weekend thoughts: the stress of market melt ups
Trite Munger quotes that hit me, H1'24 edition: great company mismanagement and big tech
Shopping for some forced selling $DBI
Premium Preview: Shopping for some forced selling
Chris DeMuth's State of the Markets June 2024 (podcast #254)
One more (premium) chance at a missed opportunity
$CNGL: the final nail in the SPAC coffin?
Weekend thoughts: Was Nvidia a value stock a year ago?
Some things and ideas: June 2024
Bonus podcast episode: Keynote Q&A with Bob Robotti, Robotti & Co. live from Planet MicroCap
A warranted (premium) second look
Weekend thoughts: an embarrassing confession and buying tattoo worth brands
Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting (podcast #250)
Philosophy Capital's Jacob Rubin thesis on Caesars $CZR and Gannett $GCI (podcast #248)
Telecom M&A and why $WOW's current bid is too cheap
An open letter to $WOW's special committee
Chris DeMuth's State of the Markets May 2024 (podcast #247)
Weekend thoughts: $SMLR's bitcoin treasury strategy and feeding the ducks
Some things and ideas: May 2024
(Premium) history repeats itself
Asif Suria on the Six Special Situation Strategies to Outperform the Market (Podcast #245)
A (premium) post-earnings update
Weekend thoughts: electricity demand growth and opportunity
Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV (podcast #243)
Weekend thoughts: are deal downsides blowing out?
Chris DeMuth's State of the Markets April 2024 (podcast #241)
Some things and ideas: April 2024
Weekend thoughts: $HOOD's (fools?) gold (and potential matching shenanigans!)
Monthly special situation review: $ADTH go-shop
Matt Turk on why corporate history matters with Target Hospitality (episode #239)
Weekend thoughts: hearing a pod is blowing up
The bitcoin halving and miners (part #1)
TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining (episode #237)
Weekend thoughts: broken correlations and opportunities
Chris DeMuth's State of the Markets March 2024 (podcast #235)
Some things and ideas: March 2024
Is $QSR a quality bubble candidate?
Converting a (premium) opportunity
Matt Warder shares state of the coal markets + $AMR $HCC (podcast #233)
Weekend thoughts: buying re-bubble optionality?
Three more quick (premium) updates
Weekend thoughts: is accounting getting harder?
Chris DeMuth's State of the Markets February 2024 (podcast #228)
Crypto, mania, and reflexivity
Aurora Financial's Austin Crites on getting comfortable with Lovesac $LOVE (Podcast #227)
Some things and ideas: February 2024
Another (premium) sales process
Some (premium) broadband updates
Monthly special situation review: $LSXMK / $SIRI "arb"
The curious case of $PLCE and the $GME 2.0 possibilities
Bank opportunity costs, forgoing buybacks, and $BKU
Weekend thoughts follow up: $NYCB insider buying and mea culpa
Finishing an overdue (premium) process
Weekend thoughts: $NYCB and regretting sweetheart deals
Dealing with a big loser (business brew appearance / companion post)
Chris DeMuth's State of the Markets January 2024 (podcast #223)
Some things and ideas: January 2024
Weekend thoughts: Buffett's Wells Fargo Opportunity Cost $WFC
Another (premium) quicky CVR deal
Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism (podcast #221)
On International Award Enforcement (premium)
Disappointment, process over outcome, and closing out $SAVE
Fundamental Edge's Brett Caughran on setting up for success in the pod shop world (podcast #220)
Weekend thoughts: investing advice (not financial advice!) for non-investors
Do these really warrant a low multiple? (Premium)
Why the low multiple series: Rental Car companies edition, part 2
Why the low multiple series: Rental Car companies edition, part 1
Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions (podcast #218)
Introducing the "Why the low multiple" series
Yet Another Value Empire: 2024 vision and outlook
Trite Munger quotes that hit me, FY23 edition: slaying the envy dragon (and annual fintwit returns)
Chris DeMuth's State of the Markets December 2023 (podcast #216)