Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1287 | Founded | 6 years ago | Last Issue | 2 days ago |
| Active | |||||
Read this Newsletter
yetanothervalueblog.comLatest Issues
Musings on Muse: the inertia sell-off looks too broad
I’ve obviously been really excited and curious about the rise of consumer AI agents. I’ve mentioned them in two articles in just the past week, and I’ve spent a lot of time over the past few days interacting with Muse and pushing it to see...
Emeth Value Capital’s Andrew Carreon on Shift4 ($FOUR)
YAVP #425
Shift4 trades around six and a half times EBITDA while the company tells you organic growth is 11%. The stock was $120 eighteen months ago and it is $42 today. Andrew Carreon of Emeth Value Capital argues you are paying for zero...
If Muse is buying your running shoes, what happens to Nike?
My post last week on “The rise (and downsides) of AI agents in investing” generated a lot of feedback and interesting discussions…. but, humorously, the feedback and discussions largely weren’t on what I thought they would be! One particula...
$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest
YAVP #424
Nintendo's flywheel is not there. That is Simeon McMillan's call, and it is the one that has media longs emailing me. His case: Switch 2 is the best console launch in history and the attach rate still came in well below Switch 1,...
The rise (and downsides) of AI agents in investing
My timeline (and increasingly personal life) has been abuzz with consumer agents over the past few weeks. First, it was Instinct (which rose from a $500m Series A to a $2.5B round in late August to reported talks at $10B in about a month),...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Yet Another Value Blog.
| Subscribers | Engagement | 83 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where Yet Another Value Blog ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 651 | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #101 | |
| #100 |
Authors
The writers behind this newsletter.
Yet Another Value Blogger. Portfolio manager and head of research at Rangeley Capital.
Yet Another Value Blogger. Portfolio manager and head of research at Rangeley Capital.
Social
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.