Sitemap - 2019 - Yet Another Value Blog
Reviewing my three worst mistakes of the year: $QRTEA $I $SYNL $ANGI $IAC
Is $STAR $SAFE? Or is $SAFE a $STAR?
Yet another guide to media stocks, Part 3: Sports Rights, RSNs, and ESPN $DIS $SBGI $MSGN
Yet another guide to media stocks, a quick update $CBS
Yet another guide to media stocks, Part 2: networks $FOX $CBS
Yet another guide to media stocks, Part 1: broadcasters $NXST
Yet another guide to media stocks: The Intro and cord cutting
Some things and ideas: November 2019
Some things and ideas: October 2019
Some things and ideas: September 2019
Some thoughts on the LaGuardia of gyms, New York Sports Club $CLUB
Some things and ideas: August 2019
Two Vintage Capital Special Situations Part 2: $TAXA $RRGB
Two Vintage Capital Special Situations Part 1: $TAXA $RRGB
Quickie Idea: $ADT might not be secure, but it might be a steal....
Some things and ideas: July 2019
2019 halfway point letter and WOW investment thesis $WOW
Quickie idea: did $HHC teach us anything about other landbanks ($JOE, $CTO)?
Should the airplane lessors be flying higher? $AER $AL
Some things and ideas: June 2019
Kontoor Brands: silly name, silly price? $KTB
Some things and ideas: May 2019
Synalloy quietly undervalued and in play $SYNL
J. Alexander's could be a tasty takeover target $JAX
Some things and ideas: April 2019
Some things and ideas: March 2019
Brewing up some March Madness $BREW
$CWEN too cheap on the heels of $PCG bankruptcy
Some things and ideas: February 2019
Two interesting closed end funds at a discount ($CET, $PSH)
Buying into the timeshares $HGV $WYND $VAC
$CHTR earnings were nice.... but it's still way too cheap
Some things and ideas: January 2019
Work in progress articles and becoming an "industry expert"
Excerpts from our 2018 annual letter