Sitemap - 2022 - Yet Another Value Blog
What am I missing? Meme movie exchange edition
Exploring for an inflection point (premium)
Chris DeMuth's State of the Markets November 2022 (podcast #145)
Lionel Hutz on Liquidia's patent battle $LQDA (podcast #144)
Mordechai Yavneh on Silicon Motion $SIMO (podcast #143)
Avi Fisher from Long Cast Advisors on CoreCard $CCRD (podcast #142)
AJ Secrist from Firstlight Management on Lamb Weston $LW (podcast #141)
Half Moon Capital on Oxford Industries $OXM (podcast #140)
Chris DeMuth's State of the Markets November 2022 (podcast #139)
Some things and ideas: November 2022
Sterilizing a legal situation (premium)
Michael Fritzell from Asian Century Stocks on Casio Computer (podcast #138)
The Koala ventures through the commodity space and Ivanhoe Electric $IE (podcast #137)
Liberty Day 2022: It's time for a change
Samir Patel from Askeladden Capital on MIX Telematics $MIXT (Podcast #136)
Bill Chen on $HHC's value and Ackman's pending tender (podcast #135)
Weekend thoughts: $META and record market cap moves
Chris Lee discusses his winning stock pitch on $DLA (podcast #134)
Some things and ideas: October 2022
Chris DeMuth's State of the Markets October 2022 (with a large $TWTR focus!) (podcast #133)
Luis Sanchez lays out the $IBKR thesis (Podcast #132)
Can Elon get out of $TWTR? Some follow Ups
Tegus sponsored deep dive #5: Can Elon get out of $TWTR?
Lionel Hutz explains why Elon will own Twitter $TWTR (Podcast #131)
Does Facebook today resemble Microsoft in 2011? $META $MSFT
Doug from Fabricated Knowledge on $SITM (podcast #130)
Weekend thoughts: bank runs in the social media age
Zack Buckley on Xponential Fitness $XPOF (podcast #129)
A $TWTR victory lap and some closing thoughts
Some things and ideas: September 2022
Dave Johnson from Caligan Partners on Evolus (EOLS) (podcast #128)
Refining another (premium) idea
Chris DeMuth's State of the Markets September 2022 (podcast #127)
The CoVest Select Team on launching CoVest and their $OEC thesis (podcast #126)
Dave Waters from Alluvial Capital on $PX (podcast #125)
James Elbaor is investing in Bill Ackman at a Discount $PSH (podcast #124)
Some things and ideas: August 2022
Jon Boyar on the Dolan Discounts at $MSGS and $MSGE (podcast #123)
Andrew Carreon from Emeth Value on Diversified Energy $DEC (podcast #122)
Tegus sponsored deep dive #4: Natural Gas (part 2: $CNX and $DEC bull cases)
Chris DeMuth's State of the Markets August 2022 (Podcast #121)
Tegus sponsored deep dive #4: Natural Gas (part 1: overview)
Refining Calumet's value (CLMT) (premium write up)
Professor Ann Lipton and Compound248 on $TWTR vs. Musk (podcast #120)
David Bastian from Kingdom Capital on $UNTC (podcast #119)
Some things and ideas: July 2022
Chris DeMuth's State of the Markets July 2022 (podcast #118)
De ja vu: another midstream bump candidate (premium)
Weekend thoughts: "What is Buffett seeing in energy?" follow up
Weekend thoughts: What is Buffett seeing in energy?
PJ Kurzweil on Spectrum Brands $SPB (podcast 117)
Open letter to the $TWTR board: take Elon to court
Jeremy Raper on the event driven market July 2022 (podcast #116)
Trite Buffett quotes that hit me, 22H1 edition: discipline and saying no
Conor Maguire's "Deep Breath, Deep Value" thesis on SOL Group (podcast #115)
Some things and ideas: June 2022
Chris DeMuth's State of the Markets June 2022 (podcast #114)
Brian Laks from Old West on Tin's Alpha Potential $AFMJF (podcast #113)
Doug from Fabricated Knowledge on the Semis industry and his $RMBS thesis (Podcast #112)
Weekend Thoughts: Share Repurchases Gone Wrong $KIRK
Some things and ideas: May 2022
PJ Kurzweil sees smooth sailing ahead for $BC (podcast #111)
Michael Fritzell from Asian Century Stocks on T. Hasegawa (podcast #110)
Evan Tindell thinks Elon Musk will close the $TWTR acquisition (podcast #109)
Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Luis Sanchez drives home the Endor thesis (Podcast #107)
Twitter: the circus will have a happy ending
Weekend thoughts: The strange macro environment
Quick $TWTR thoughts and the TIF / LVMH parallels
Chris DeMuth's state of the markets May 2022 (Podcast #106)
Bill Chen on $CLPR and the NYC apartment boom (Podcast #105)
Weekend thoughts: the rich set of event driven situations
When are the activists and PE funds coming for energy companies?
Tegus sponsored deep dive #3: Party City $PRTY (part 1: investment thesis)
Some things and ideas: April 2022
One simple trick to see if a company is buying back shares during market drawdowns
Randy Baron updates $AMRS and $RNLX (Podcast #104 bonus episode!)
Weekend thoughts: $NFLX and password sharing as a sign of brand strength?
Randy Baron's bull case on $GDS (Podcast #104)
Andrew Wagner on $CPRT (Podcast #103)
Weekend thoughts: advice on finding an investing job, life call options, and starting a Substack
Bob Robotti on $WLK and the revenge of the old economy (Podcast #102)
Conor Maguire sees value in Wickes $WIX.LSE (Podcast #101)
A quick note as $HMHC's tender deadline approaches
Swen Lorenz from Undervalued-Shares on $IWG (Podcast #100!)
Some things and ideas: March 2022
Weekend thoughts: "easy" opportunities and what am I missing?
Tegus sponsored deep dive #2: Regeneron
Tim Weber updates $AMPY and talks the double dogs (Podcast #99)
February / March 2022 premium update
Chris Colvin thinks Veritas is stealing $HMHC (podcast #98)
Bonus weekend thoughts: Ethics in investing
Weekend thoughts: finding value in the rubble
Louis Camhi on the opportunities in the SPAC market (Podcast #97)
Tegus sponsored deep dive #1: Cable (part 6: finale!)
Premium: Going through the event pipeline
Some things and ideas: February 2022
Jeremy Raper is going FAR (Podcast #96)
Premium: Gambling on a special situation
Tegus sponsored deep dive #1: Cable (part 5: Starry)
Bill Chen breaks down $FRPH's SOTP (podcast #95)
Premium: a sporting chance for value, part 2
$MGI and the opportunity set in rumored deals
Weekend thoughts: incepted by reading
Tegus sponsored deep dive #1: Cable (part 4: Starlink)
Jon Boyar thinks SMG's stock is set to grow (podcast #94)
Busted deSPACs: when do the activists arrive? $XL
Tegus sponsored deep dive #1: Cable (part 3: fixed wireless)
Rich Howe thinks $NXDT could be the next $NXRT (podcast #93)
Tegus sponsored deep dive #1: Cable (part 2: FTTH risk)
Tegus sponsored deep dive #1: Cable (part 1: overview)
Some things and ideas: January 2022
Weekend thought: Stocks that mirror the epic $NVDA / $MSFT 10 year run
Josh Young journeys through the energy space (Podcast 92)
Liberty's Sirius investment in 2009 / parallels to Peloton today
Podcast #91: Keith Smith thinks $TIGO is a cheap special situation
Weekend bonus thoughts: An update on NY sports betting promos
Weekend thoughts: anxious and bullish
Premium: a retail value / event driven idea
The YAV "empire" in 2022: plans and goals
Podcast #90: Vadim Perelman's Basic-Fit thesis $BFIT
What the fudge is happening with NY sports betting promos?
Podcast #89: $RENN is Chris DeMuth's best idea for 2022
Weekend thoughts: why is $TWTR so darn bad?
What am I missing with retailers: sporting goods edition
What am I missing with cyclicals?
Announcing deep dives sponsored by Tegus