Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1265 | Founded | 6 years ago | Last Issue | 2 days ago |
| Active | |||||
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yetanothervalueblog.comLatest Issues
When AI reads every 10-K, the only edge left is the CEO's flop sweat
What happens to active (human) investors as AI gets better? Will there even be a role for humans in the process or will we be out of a job?
It’s a smaller version (and more selfish, given I am an investor!) of a bigger fear on AI displacin...
$UWMC lost $600m hedging a deal they'd already lost
On the heels of losing a bidding war for TWO, in late March UWMC published a fabulous press release that called TWO a “melting ice cube.” I said at the time “that press release definitely does not make me think UWMC’s a bunch of whiny loser...
August 2026 Premium update
Before we get to the updates- first, thank you so much for subscribing to the premium site!
Before we get to the updates- first, thank you so much for subscribing to the premium site!
$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
YAVP #412
Paul Cerro was long Hims & Hers in 2024, short it through the compounded GLP-1 unwind, and covered when the stock broke $14 after Q1. He’s long again, and his thesis has almost nothing to do with peptides,
August 2026 Random Ramblings
YAVP #411
Strategy filed an 8K this morning: they sold $300 million of stock, sold $100 million of bitcoin, and put the proceeds into buying back roughly $80 million of their own preferred at a discount. So you have a company trading over...
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Yet Another Value Blogger. Portfolio manager and head of research at Rangeley Capital.
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