Yet Another Value Blog
Andrew Walker, Rob SternerYet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1133 | Subscribers | Read | yetanothervalueblog.com |
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| #92 | |
| #67 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Weird Events, Part 3: Lifeway's family drama $LWAY
TL;DR: The ongoing family drama at Lifeway belongs on the Mount Rushmore of weird public market events. In the span of ~3 years, you get ~5 proxy battles (including one right now!), a hostile-ish strategic takeout offer, allegations of a “s...
The Fairfax Way with David Thomas $FFH.TO
Podcast Episode #353
Weird Events, Part 2: Some quick hits $ADVM $DXLG $PETS $PGRE $WBD
Tl;dr: ADVM, DXLG, PETS, PGRE, and WBD are all undergoing (or just underwent) a “weird” event, and I thought they were worth highlighting as unique / potential learning events / references for future events.
A (premium) $WBD $PSKY $NFLX bidding war
TL;DR: WBD (disclosure: long) is in a bidding war.
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Authors
The writers behind this newsletter.
Yet Another Value Blogger. Portfolio manager and head of research at Rangeley Capital.
Rob is a Partner at Rangeley Capital LLC
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