Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1297 | Founded | 7 years ago | Last Issue | 15 days ago |
| Active | |||||
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yetanothervalueblog.comLatest Issues
Farewell
It’s a little bittersweet to write this post (and record the attached podcast), as this will be my last post / podcast.
Why?
I’m joining Bridgewater Associates’ equities team. Bridgewater is doing exciting work with AI and fundamental inv...
A premium update
A slightly different title (and topic!) than the normal monthly premium update.
A slightly different title (and topic!) than the normal monthly premium update. More news to come on this topic publicly in the (very near) future…. but I thou...
The cavalry isn't coming: UK stocks, relistings, and AI analysts | Ben Isaac, Brizo Capital
YAVP #429
Brizo Capital’s Ben Isaac and I dig into the stuff we’ve bonded over for years: why the cavalry isn’t coming to save value investors, the opportunity set in the UK, how investors can work with boards to improve governance and ali...
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...
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...
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Yet Another Value Blogger. Portfolio manager and head of research at Rangeley Capital.
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