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Yet Another Value Blog

Andrew
Hundreds of paid subscribers

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

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PricingFreemiumPublishesDaily
Issues1294Founded7 years agoLast Issue4 days ago
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Latest Issues

October 2026 Random Ramblings

YAVP #428

My monthly random ramblings for October 2026. Topics discussed include the Starbucks / Chipotle rumors and a merger with zero synergies (except for one man), SOLS calling off a merger investors hated, why the indices are up doubl...

4 days ago
30
Paid

Consumer agents: an ethics race, a prisoner’s dilemma, and the obvious OTA short

I’ve written extensively about Muse and consumer agents over the past few weeks (including a plea for people to actually try them!). I continue to experiment and play a lot with them; I will admit that my thoughts on them do wax and wane by...

9 days ago
46
4

$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital

YAVP #427

Nicotine pouches might be the best new consumer category in decades: cheap to make, high margin, and sticky once someone gets hooked, the same traits that made Philip Morris a 16.5% a year compounder for close to a century. Georg...

17 days ago
38
Paid

Another (premium) dark arts basket, part 1

As I mentioned in Monday’s post, it would be totally fair to accuse me of being “corporate governance” pilled this year.

As I mentioned in Monday’s post, it would be totally fair to accuse me of being “corporate governance” pilled this yea...

18 days ago
11
Paid

Dark arts or infinite reload? $TTD’s CEO options and the repricing proxy

It would be totally fair to accuse me of being “corporate governance” pilled, as most of the investments I’ve made so far this year have had some type of “dark arts” style theme to them. I’m ok with that accusation; I wish I had leaned heav...

19 days ago
49
2

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  • Andrew

    Yet Another Value Blogger. Portfolio manager and head of research at Rangeley Capital.

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