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
  • The YAV "empire" in 2022: plans and goals
    14 Jan 2022 • 10 min read • 10 4
    I mentioned in my “prepping for 2022” post that I have a “no navel gazing” rule on the blog, meaning I try to keep my posts focused on finance and investing without boring you with my personal life or...
  • What the fudge is happening with NY sports betting promos?
    12 Jan 2022 • 6 min read • 8 5
    Here’s an actual conversation I’ve had with several friends this week Fly to New York for the long weekend. Download all of the sports betting apps and take advantage of the sign up promos; the free m...
  • Weekend thoughts: why is $TWTR so darn bad?
    08 Jan 2022 • 3 min read • 12 9
    A quick weekend thought as I’m at a wedding this weekend and working on a few other things. The thought? Why is Twitter so damn bad? Look, I get it takes time to turn a tech company around. Twitter ha...
  • What am I missing with retailers: sporting goods edition
    06 Jan 2022 • 11 min read • 13 5
    This is a companion piece to yesterday’s “What am I missing with cyclicals” post. I’d encourage you to read that for full background, but the basic story is my number one prediction for 2022 was deep ...
  • What am I missing with cyclicals?
    05 Jan 2022 • 8 min read • 13 1
    I mentioned a few times how excited I am for 2022, and between launching my partnership with Tegus, putting out a note on forced selling at NTP, prepping to record a podcast with Chris, and rough draf...
  • Announcing deep dives sponsored by Tegus
    04 Jan 2022 • 2 min read • 9 5
    Historically, I’ve gotten lots of offers to sponsor the blog. While I’m not opposed to sponsorships at all, writing this blog is, by necessity, secondary to my day job, so I wanted to make sure any sp...
  • Starting the year with some forced selling cleanup: $NTP
    03 Jan 2022 • 3 min read • 8 10
    I mentioned it over the weekend, but I’m really looking forward to 2022! I’ve got some slight tweaks and changes to all of the pieces of my YAV “empire” I plan on rolling out in the next few weeks, bu...
  • Weekend thoughts: Thank you for 2021
    01 Jan 2022 • 2 min read • 10 2
    Welcome to 2022! I can’t tell you how excited I am for this year. I think the market is ripe with opportunities (particularly deep value retail / commodities and cable), and I’m thrilled to explore th...
  • Some things and ideas: December 2021
    31 Dec 2021 • 5 min read • 5 7
    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...
  • December 2021 premium update
    30 Dec 2021 • < 1 min read • 0 4
    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...
  • View More on Substack »