Yet Another Value Blog

Andrew Walker
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
Created 31 Mar 2020
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  • Weekend thoughts: $IAC buys $MDP
    09 Oct 2021 • 8 min read • 5 0
    This week, IAC’s Dotdash announced a deal to buy Meredith for ~$2.7B. I’ll be honest: I’m a little annoyed I missed the deal (i.e. I didn’t have a position in MDP); I had mentioned in August’s links t...
  • Weekend thoughts: More $TMC shenanigans
    02 Oct 2021 • 4 min read • 7 3
    A few weeks ago, I posted on the shenanigans at TMC. I’d encourage you to read the whole article for a full background, but is the company went public through a SPAC that saw an very high redemption r...
  • Some things and ideas: September 2021
    30 Sep 2021 • 9 min read • 5 2
    Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an...
  • September 2021 Premium Update
    29 Sep 2021 • < 1 min read • 1 0
    Before we get to the updates- first, thank you so much for subscribing to the premium site! Second, a quick housekeeping. This month’s housekeeping has three parts: I mentioned it in my 2021 vision, b...
  • Weekend thought: What if Crypto Collapsed?
    25 Sep 2021 • 4 min read • 9 7
    At the start of the week, I had lots of conversations with people worried about Evergrande defaulting and the possibility of contagion. By the end of the week, those talks had mainly died down (likely...
  • De ja vu: some thoughts on Altice's continued declines $ATUS
    23 Sep 2021 • 5 min read • 15 8
    In early July, I called Altice the “best” large cap stock. Since then, the stock has done one thing: go straight down. Today, the stock is gapping down again as the company guided to losing subs in Q3...
  • Weekend thoughts: $TMC / $SOAC and some more SPAC insanity
    18 Sep 2021 • 9 min read • 4 4
    I’ve written extensively on all of the shenanigans going on with SPACs (most recently commenting on the MUDS / TOPPS deal falling apart and how SPAC sponsor don’t give a fudge about their reputation),...
  • Premium quickie idea: a net cash speculation
    08 Sep 2021 • < 1 min read
    This is a little outside my general idea pattern. It’s some weird combination of an event driven legal play inside a deep value play with the potential for some WSB like mania to happen if the company...
  • Weekend thoughts: $CNX (warning: explicit capital allocation inside)
    04 Sep 2021 • 6 min read • 8 6
    There’s nothing I love more than a good capital allocation story. There’s just something about buying a company that’s trading cheaply and where I know the controlling shareholders are going to be hyp...
  • Some things and ideas: August 2021
    31 Aug 2021 • 20 min read • 7 12
    Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an...
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