Yet Another Value Blog | Andrew Walker | Substack

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Mar 31, 2020

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Yesterday I posted a podcast with John Maxfield on what’s going on with banks right now. I’m obviously biased, but I thought it was excellent / well…

Mar 22

John Maxfield, Editor of the Maxfield on Banks, has spent nearly two decades studying America's best and worst banks, the history of banking, and…

Mar 21

Julia Laulis, Chair of the Board, President & CEO of Cable One, Inc. (NYSE: CABO), joins Yet Another Value Podcast to discuss how the cable industry is…

Mar 20

Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Mutual Funds, joins the Yet Another Value…

Mar 14

Phew what a week. Given some new news plus a pretty volatile market, I wanted to do a quick post on some priority positions. In particular, I wanted to…

Mar 11

Contingent Value Rights (CVRs) are a quirky little area of the market, and we’ve seen a bunch of them in recent M&A deals (to list just a few off the…

Mar 10

Chris McIntyre returns to the podcast to discuss Sotera Healthcare (SHC; note that this episode is sponsored by Daloopa and they have a very in depth…

Mar 7

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