Yet Another Value Blog
Andrew Walker, Rob SternerYet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
| Platform |  | Pricing | Freemium |
|---|---|---|---|
| Publishes | Daily | Issues | 1001 |
| Subscribers | Read | yetanothervalueblog.com |
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| #64 | |
| #47 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Some mid-month (premium) tariff updates
My lord what a few weeks.
Windward's Marc Chalfin Turtle Beach Thesis $TBCH (episode #305)
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Marc Chalfin of Windward Capital to discuss Turtle Beach.
David Capital's Adam Patinkin Updates the Vistry Thesis $VTY (podcast #304)
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Adam Patinkin of David Capital for his third appearance—this time for a much-requested update on British homebuilder and regeneration specialist Vistry (RY).
Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy) (episode #303)
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mordechai, head of Focus Capital Advisers, for his third appearance.
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Other publications recommended by the authors of this newsletter.
Authors
The writers behind this newsletter.
Yet Another Value Blogger. Portfolio manager and head of research at Rangeley Capital.
Rob is a Partner at Rangeley Capital LLC
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