Sitemap - 2020 - Yet Another Value Blog

Some things and ideas: December 2020

Deceit, parody, or something else? $BMYRT's strange twitter account

Ten Predictions for 2021, Part 2: Non-SPAC Edition

Ten Predictions for 2021, Part 1: SPAC Edition

Peloton: Fitbit 2.0, or Netflix 2.0? $PTON

Quickie idea / Christmas Gift: Collectors Universe Bumpitrage $CLCT

December premium update

History Rhymes: $FB attacks $MTCH / $ANGI

Playing Moneyball with $RBAC

One more SPAC-"option arb"

Assessing $IPOC's options

Is $TREE set to grow?

Alaska Communication update: bidding war confirmed $ALSK

[Premium] Potential for more than generic returns

[Premium] Potential for more than generic returns

The curious case of $PSTH's options

Multiplan, Part 2: Debunking the short thesis $MPLN

Multiplan, Part 1: Short Squeeze Potential $MPLN

Some things and ideas: November 2020

Could $DISCA be $QRTEA 2.0?

Backing some litigation

Premium Post: Backing some litigation

November premium update

The Vaccine rally: right and wrong?

Quickie idea update: Alaska Communications $ALSK

Quickie idea: Alaska Communications $ALSK

Does the Astound deal show cable is too cheap? (Spoiler: Yes, particularly $ATUS)

Some things and ideas: October 2020

IAC and GTXMQ updates

Premium post: updates on $IAC and $GTXMQ

Quickie idea: GTX bankruptcy $GTXMQ

Giving in to the craziness: my top 8 SPAC ideas

October premium update

Quickie idea: Navistar $NAV

Shopping for value

Premium post: Shopping for value

BMY CVR: an inspection inflection? $BMYRT

$ANGI: odds and ends

A flywheel marketplace at <10x EBITDA: $ANGI $IAC

Getting the flywheel spinning at $ANGI $IAC

Some things and ideas: September 2020

September premium update

Assured Guaranty: the bull case $AGO

Assured Guaranty: the bear case $AGO

Is $QRTEA a Textbook Malone Special Sit or a Classic Value Trap?

Can I offer you a combo special sit / asset play / compounder?

Premium Post: Can I offer you a combo special sit / asset play / compounder?

Some things and ideas: August 2020

Premium case study: Hanging with Mr. Cooper $COOP

August monthly premium post

Premium Post: August monthly updates

Announcing YAVB Version 2.0

Random thoughts on cable and wireless post Q2 earnings

Non-Gaap on the Corporate Dark Arts (plus pod now on iTunes!)

Malone's perplexing rights offering spree $LILAK $LSXMK

Yet Another Value Podcast is now live

Buying some insurance

Premium Post: Buying some insurance

Some things and ideas: July 2020

Investment implications from.... Kodak? $KODK

Announcing Yet Another Value Podcast

Quickie idea / what am I missing: First Energy $FE

Wondering on when....

SPACs: the most ludicrous bubble we'll ever see... why not $IAC?

The $TWTR hack: a lack of imagination

July monthly premium post

Premium Post: July Monthly Thoughts and Updates

Lemonade: I don't get it $LMND

A more worthy play on Nikola's craziness

Premium Post: A more worthy play on Nikola's craziness

This stone cold steal of a deal should result in some capital gains....

Premium Post: This stone cold steal of a deal should result in some capital gains....

Some things and ideas: June 2020

Quickie idea / what am I missing: $PCG on bankruptcy emergence

Premium case study: Kontoor Brands $KTB

Yet another guide to media stocks, Part 6: Sports investing in a post-Covid world $MSGS $MSGN

June monthly premium post

Premium Post: June Monthly Thoughts and Updates

Cruise ship pirates: how $OSW's management plundered their shareholders

Not a fit for ETFs, this company is well oversold

Premium Post: Not a fit for ETFs, this company is well oversold

Two brief updates

Some things and ideas: May 2020

Confused, part deux

Confused

Should you hang with Mr. Cooper?

May Premium Monthly Update

Premium Post: May Monthly Thoughts and Updates

Taubman: an update post earnings

Comcast: buy the cable business, get everything else for (almost) free? $CMCSA

Quickie idea: renting some $RESI

Some things and ideas: April 2020

Yet another guide to media stocks, Part 5a: Corona impacts

Renting some space in $IWG $IWGFF

Liberty's no longer #trackersforlife $LSXMA $FWONA $LYV $SIRI

Sharing an office investment

April Premium Monthly Update

Premium Post: April Monthly Thoughts and Updates

Corona dislocation and alpha potential

Macerich (MAC) : a summary

Macerich (MAC)

Premium Post: Macerich (MAC)

Premium Post: Macerich (MAC) : a summary

Buffett and airlines $BRK $DAL $UAL $LUV

Announcing Yet Another Value Blog Premium

Commercial rent payments questions

Non-April Fools' post: some "shower thoughts" on the post-Corona investing environment

Taubman (TCO) preferred arbitrage

Welcome to Yet Another Value Blog (substack)

Premium Post: Taubman (TCO) preferred arbitrage

Some things and ideas: March 2020

Quickie Idea: one more preferred opportunity: $NYMT prefs

Preferred dislocation opportunity example: $BPYPP

Some thoughts and opportunities from the Corona panic

Markets in meltdown: a quick note

Some updated thoughts on $AER

Some things and ideas: February 2020

Markets in (semi)Panic 3: not even a semi-panic yet

Wrestling with $WWE

A quickie idea: Delek $DK

Some things and ideas: January 2020

Excerpts from our 2019 annual letter

Yet another guide to media stocks, Part 1b: broadcasters update $TGNA

Yet another guide to media stocks, Part 4: Free Radical #1 $AMCX

Yet another guide to media stocks: a guide to the guide

Three grumpy thoughts from a jet lagged investor