@YetAnotherValue

Official Twitter of the Yet Another Value Empire (mainly the blog and podcast) from @andrewyavb

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Joined April 2022
  • Tweets591
  • Following1
  • Followers5.4K
63Media
New post! Farewell yetanothervalueblog.com/p/fa…

Farewell

It’s a little bittersweet to write this post (and record the attached podcast), as this will be my last post / podcast.

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New post! Before you fade Muse, use it for 72 hours $META yetanothervalueblog.com/p/be…

Before you fade Muse, use it for 72 hours

Here’s how (and why) I’d recommend investors experiment with consumer agents like Muse

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Podcast #423 is up! @iancassel on his new book, Stock Picker. yetanothervalueblog.com/p/ia…

Ian Cassel on his new book Stock Picker

Ian Cassel of MicroCapClub joins YAVP to break down his new book Stock Picker: renting vs owning microcaps, scuttlebutt, AI and edge. Ep. #423

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New post! GoPro sold itself at 9:20 AM to get ahead of a meme stock $GPRO yetanothervalueblog.com/p/go…

GoPro sold itself at 9:20 AM to get ahead of a meme stock

GoPro announced a merger agreement at 9:20 AM ET this morning. I have been doing event driven investing for ~a decade. I cannot remember any merger agreement getting announced at 9:20 AM. Honestly,...

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Podcast #419 is up! @1MainCapital discusses his double dip on $LMB yetanothervalueblog.com/p/lm…

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

YAVP #419

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New post! Rates are screaming and stocks aren't listening (again) yetanothervalueblog.com/p/ra…

Rates are screaming and stocks aren't listening (again)

Why I worry today's market is the mirror image of 2015

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New post! Was Mark Walter’s Lakers investment really a winner? yetanothervalueblog.com/p/wa…

Was Mark Walter’s Lakers investment really a winner?

The sports world is obsessed with the implosion of Mark Walter’s sports empire right now.

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Podcast #415 is up! Adam Buckstein returns to chat $ELAL yetanothervalueblog.com/p/el…

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

YAVP #415

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New post! Why SaaS stocks might be cheaper at $20 than they were at $10 yetanothervalueblog.com/p/wh…

Why SaaS stocks might be cheaper at $20 than they were at $10

Sometimes in investing, a stock is a better value at $20/share than it was at $10/share.

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New post! Shitcos, Griftcos, and alignment versus enrichment at $IREN yetanothervalueblog.com/p/sh…

Shitcos, Griftcos, and alignment versus enrichment at $IREN

IREN's board handed its Co-CEOs ~$800m of stock right before some big new contracts landed

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Podcast #413 is up! Steve Gorelick on $DNOW yetanothervalueblog.com/p/dn…

$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management

YAVP #413

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New post! When AI reads every 10-K, the only edge left is the CEO's flop sweat yetanothervalueblog.com/p/wh…

When AI reads every 10-K, the only edge left is the CEO's flop sweat

What happens to active (human) investors as AI gets better?

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New post! $UWMC lost $600m hedging a deal they'd already lost yetanothervalueblog.com/p/uw…

$UWMC lost $600m hedging a deal they'd already lost

Two Harbors, CrossCountry, and a hedge that outlived the deal it was hedging

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Podcast #412 is up! @cedargrovecm on the long case for $HIMS yetanothervalueblog.com/p/hi…

$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove

YAVP #412

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Podcast #411 is up! August 2026 Random Ramblings yetanothervalueblog.com/p/au…

August 2026 Random Ramblings

YAVP #411

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New post! Everyone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy. yetanothervalueblog.com/p/cr…

Everyone said crossover funds like Situational Awareness had the AI edge. Now they're telling you...

By far, the best tweet I saw on the Situational Awareness blow up was this meme

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New post! It’s the jockey, stupid.... right? yetanothervalueblog.com/p/it…

It’s the jockey, stupid.... right?

A VIC post reignited the oldest debate in investing: management, business quality, or price. Some rambling thoughts.

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Podcast #407 is up! @HawkinsEntrekin on $PRKS (and a possible short squeeze?) yetanothervalueblog.com/p/pr…

$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin

YAVP #407

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New post! Would I have been the patsy at $QVCPQ? $QVCAQ yetanothervalueblog.com/p/wo…

Would I have been the patsy at $QVCPQ? $QVCAQ

Some thoughts on edge, resulting, and scar tissue now that QVC's prefs are zeroes

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Podcast #406 is up! Reference Equity's Ryan Bunn wants $CBZ to stop buying back stock yetanothervalueblog.com/p/cb…

$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity

Podcast #406

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