Sitemap - 2025 - Yet Another Value Blog
Avoiding the Zombie Biopharm trap at Keros $KROS (podcast #306)
Some mid-month (premium) tariff updates
Windward's Marc Chalfin Turtle Beach Thesis $TBCH (episode #305)
David Capital's Adam Patinkin Updates the Vistry Thesis $VTY (podcast #304)
March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff (podcast #302)
Some things and ideas: March 2025
David Capital Partners' Adam Patinkin on how Lifecore's CDMO business $LFCR (podcast #301)
Weekend thoughts: space phone wars, mobile operators words don't match their actions, and $ASTS
Another for the (premium) net cash blow up basket
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP (podcast #298)
Some (premium) mid-month updates
"Markets in turmoil": tariffs edition and rebalancing your portfolio
One more for the (premium) net cash basket
Some things and ideas: February 2025
Weekend thoughts: Opportunities in small biopharma
Yet Another Value's special situation: Sage Therapeutics $SAGE (podcast #292)
The future of telecom- expert interview with former FCC Chair Tom Wheeler (part 2 of 3)
Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA (podcast #291)
The future of telecom- expert interview with former FCC Chair Tom Wheeler (part 1 of 3)
Weekend Thoughts: Demand Shocks and How Utilities Went From Sleepy to AI Darlings
Weekend Thoughts: Diamonds, Tail Risks, and the Assumptions We Take for Granted
Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model (podcast #287)
Weekend thoughts: aging lions, disappointing heirs, and succession changes $IAC $FWONA
Some things and ideas: January 2025
It's never that easy (plus, hearing a pod is blowing up?)
Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"(podcast #284)
More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club Podcast January 2025)
Weekend thoughts: learning from market history without costing yourself in the present
YAVB (premium) 2025 outlook / company updates
Yet Another Value Empire: 2025 vision, superpowers, and saying no
Trite Munger quotes that hit me, FY24 edition: big money in waiting?
Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL (episode #283)