Yet Another Value Blog
Subscribe
Sign in
Home
Yet Another Value Podcast
Legal and Disclaimer
Archive
About
Latest
Top
Discussions
Weekend thoughts: $HOOD's (fools?) gold (and potential matching shenanigans!)
I had a lot of people buzz me on Robinhood’s new gold program this month (if you don’t have a Robinhood account / membership, here’s a referral code…
9 hrs ago
17
Share this post
Weekend thoughts: $HOOD's (fools?) gold (and potential matching shenanigans!)
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
3
Monthly special situation review: $ADTH go-shop
Every month, I’ve started putting out a tweet asking what everyone’s favorite special situation is (here’s this month’s). I can’t claim that’s a unique…
Apr 24
33
Share this post
Monthly special situation review: $ADTH go-shop
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
3
Matt Turk on why corporate history matters with Target Hospitality (episode #239)
Matt Turk joins the podcast to discuss his thesis on Target Hospitality Corp. (NASDAQ: TH), one of North America's largest providers of vertically…
Apr 23
10
Share this post
Matt Turk on why corporate history matters with Target Hospitality (episode #239)
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
Weekend thoughts: hearing a pod is blowing up
A quick mini-rant. Every time the market drops by more than 1% two or three days in a row, or anything weird happens in the market, you’ll inevitably…
Apr 22
22
Share this post
Weekend thoughts: hearing a pod is blowing up
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
3
The bitcoin halving and miners (part #1)
Today is the halving, when the number of new Bitcoins minted as a reward for mining gets cut in half. Halvings happen every four years (CNN described it…
Apr 19
28
Share this post
The bitcoin halving and miners (part #1)
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
4
Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR (episode #238)
Scott Miller, CIO of Greenhaven Road, joins the podcast to discuss his thesis on PAR Technologies (NYSE: PAR), where more than 70,000 restaurants in…
Apr 17
11
Share this post
Greenhaven Road's Scott Miller shares his thoughts on point of sale business, PAR Technologies $PAR (episode #238)
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
A (premium) squeeze out
One of the most interesting places to follow / play around in is publicly traded companies that are majority owned by private equity firms that start…
Apr 17
13
Share this post
A (premium) squeeze out
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining (episode #237)
Patrick Fleury, CFO of TeraWulf Inc. (NASDAQ: WULF), joins the podcast to discuss everything you need to know about bitcoin mining. Today's episode is…
Apr 12
7
Share this post
TeraWulf's $WULF Patrick Fleury on everything you need to know about bitcoin mining (episode #237)
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
Devin LaSarre's thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches (podcast #236)
Devin LaSarre, Founder and Editor of the Invariant Newsletter on Substack, joins the podcast to discuss his write-up and thesis on Haypp Group…
Apr 8
12
Share this post
Devin LaSarre's thesis on Haypp Group, Online Distributor of Snus and Nicotine Pouches (podcast #236)
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
Weekend thoughts: broken correlations and opportunities
A weird and quick one this weekend. Over the past few years, I feel like I’ve some traditional correlations get broken. I think I can show this best…
Apr 7
58
Share this post
Weekend thoughts: broken correlations and opportunities
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
5
Two quick (premium) updates
Given some rather large recent news (and stock moves), I wanted to do a quick (premium) update on two premium ideas since the story at both has changed…
Apr 3
6
Share this post
Two quick (premium) updates
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
6
Chris DeMuth's State of the Markets March 2024 (podcast #235)
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this March 2024 edition, Chris shares his thoughts on meme stocks being…
Apr 2
12
Share this post
Chris DeMuth's State of the Markets March 2024 (podcast #235)
www.yetanothervalueblog.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts