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Yet Another Value Blog

Andrew Walker
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
Issues1216Founded6 years agoLast Issue4 days ago
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Latest Issues

Corporate dark arts: mulligans, midstream cuts, and one fast double $AGL $TPB $DUOL $COTY $RIVN

Today’s post is the 12th post in my “corporate dark arts” series1. Today, I want to highlight a few more interesting case studies; while I don’t think any of these are imminently actionable, I think all of them are instructive in some way,...

4 days ago
25
2

Why $PSUS deserves a premium to NAV and $PS deserves a premium multiple | Marlton's James Elbaor

YAVP Episode #392

James Elbaor of Marlton makes the case that $PSUS will trade at a premium to NAV instead of the typical closed-end fund discount and that $PS will ultimately trade at a premium multiple to peers like Blackstone, KKR, Apol...

6 days ago
35
1
Paid

Corporate dark arts: five bullish signals that aren't $AMCX $ALHC $VCTR $CHTR $BXP

Today’s post is the eleventh in my “corporate dark arts” series1 and it inverts the usual post in this series; I’ll highlight setups that look interesting on the surface but aren't great signals on a closer look (at least IMO). My hope is t...

10 days ago
29
1

Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capital $DRVN

Driven Brands ($DRVN; disclosure: long) puked on a February accounting restatement.

Driven Brands ($DRVN; disclosure: long) puked on a February accounting restatement. Kyle Mowery (GrizzlyRock Capital) returns (see his first DRVN appearanc...

11 days ago
33
Paid

Corporate dark arts: five big bets $SNDA $CCOI $KVYO $PYPL $CERT

Corporate dark arts, part 10

Today’s post is the tenth post in my “corporate dark arts” series, and I wanted to hit five of the higher torque situations I’m aware of. They include:

14 days ago
30
Paid

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  • Andrew Walker

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

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