Reletter
Artwork for Yet Another Value Blog

Yet Another Value Blog

Andrew Walker, Andrew
Hundreds of paid subscribers

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

Platform
Substack
PricingFreemiumPublishesDaily
Issues1244Founded6 years agoLast Issue37 hours ago
Active

Read this Newsletter

yetanothervalueblog.com
Artwork for Yet Another Value Blog

Latest Issues

Four trades that could look obvious in hindsight

This is a companion piece to Monday’s “When is obvious actually alpha?” post. Monday was the framework; today I want to put some actual names on it.

This is a companion piece to Monday’s “When is obvious actually alpha?” post. Monday was t...

37 hours ago
18
Paid

$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds

YAVP #404

$VEON trades like a busted emerging-markets telecom, but it owns 84% of Ukraine's Kyivstar and a Pakistani fintech, JazzCash, that already moves 15% of the country's GDP. Samit Umatiya of UIG Funds lays out the sum-of-the-parts c...

3 days ago
35
Paid

Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA

YAVP #398

MSA Safety ($MSA) is the “OG pick and shovel” of worker safety: a century-old, pure-play maker of gas detection and firefighter equipment that the Pershing Square Challenge 2026 finalist team argues (you can see their full pitch...

4 days ago
29
Paid

When is "obvious" actually alpha?

Imagine someone comes to you and says “there’s a publicly traded financial instrument; it has a strange quirk that can generate free alpha if you short it (or buy it).” What would you think?

In general, I’d be pretty damn skeptical. I’d th...

5 days ago
45
7

$FOX dropped 25% buying $ROKU. Is the market wrong? | Simeon McMillan, Accrued Interest

YAVP #403

The market has decided Fox ($FOXA) blundered by paying $22 billion for Roku ($ROKU), and it has cut Fox roughly 25% in the two weeks since the deal was announced. Simeon McMillan of Accrued Interest thinks the market is wrong (se...

5 days ago
18
Paid

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for Yet Another Value Blog.

SubscribersEngagement84Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

SEO Reach

Where Yet Another Value Blog ranks on Google, and how much search traffic it brings in.

Ranked Keywords651Monthly Search TrafficTop Keywords

Chart Rankings

How this newsletter ranks in the official Substack charts.

#100
Substack
/Finance(Free)
#99
Substack
/Finance(Paid)

Authors

The writers behind this newsletter.

  • Andrew Walker

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

  • Andrew
  • Frequently Asked Questions

    How can I access the email archive for Yet Another Value Blog?

    You can find recent issues that have been published by Yet Another Value Blog on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.

    How many subscribers does Yet Another Value Blog have?

    To see how many people subscribe to Yet Another Value Blog, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.

    How can I advertise in Yet Another Value Blog?

    Newsletter advertising can be extremely effective when it's done right. Before you pitch Yet Another Value Blog as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.

    Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.

    How much does it cost to sponsor a publication like Yet Another Value Blog?

    Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.

    To find out how much an ad will cost, contact Yet Another Value Blog using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to Yet Another Value Blog?

    Scroll up to where it says Related Newsletters to see other publications like Yet Another Value Blog. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.

    How do I contact Yet Another Value Blog?

    Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.