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Yet Another Value Blog

Andrew Walker applies a modern value-investing lens to quirky companies, corporate events, and special situations.

https://www.yetanothervalueblog.com/

Mentions32
Posts15
Latest post1 Sept 2026
GoPro, Inc.GoPro sold itself at 9:20 AM to get ahead of a meme stock-1 Sept 2026
KKR & Co. Inc.$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital-1 Sept 2026
International Workplace Group plc$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital-1 Sept 2026
Limbach Holdings, Inc.$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital-1 Sept 2026
Smart Eye AB (publ)$SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo Navarro-30 Aug 2026
Seeing Machines Limited$SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo Navarro-30 Aug 2026
Cogent Communications Holdings, Inc.Late August 2026 Random Ramblings-27 Aug 2026
UWM Holdings CorporationLate August 2026 Random Ramblings-27 Aug 2026
Walmart Inc.Rates are screaming and stocks aren't listening (again)-26 Aug 2026
Costco Wholesale CorporationRates are screaming and stocks aren't listening (again)-26 Aug 2026
DoorDash, Inc.How to win a stock pitch competition | lessons from an Ira Sohn winner-25 Aug 2026
Carlisle Companies IncorporatedHow to win a stock pitch competition | lessons from an Ira Sohn winner-25 Aug 2026
Stride, Inc.$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners-20 Aug 2026
El Al Israel Airlines Ltd.$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners-20 Aug 2026
Weave Communications, Inc.Why SaaS stocks might be cheaper at $20 than they were at $10-19 Aug 2026
Fermi Inc.Shitcos, Griftcos, and alignment versus enrichment at $IREN-18 Aug 2026
Iren SpAShitcos, Griftcos, and alignment versus enrichment at $IREN-18 Aug 2026
Nu Holdings Ltd.$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital-17 Aug 2026
DNOW Inc.$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management-14 Aug 2026
Hims & Hers Health, Inc.$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove-7 Aug 2026
Meta Platforms, Inc.Everyone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy.-3 Aug 2026
Alphabet Inc.Everyone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy.-3 Aug 2026
Microsoft CorporationEveryone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy.-3 Aug 2026
Amazon.com, Inc.Everyone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy.-3 Aug 2026
Paramount GlobalDid Situational Awareness inflate the AI bubble?-30 Jul 2026
Warner Bros. Discovery, Inc.Did Situational Awareness inflate the AI bubble?-30 Jul 2026
Paramount Skydance CorporationDid Situational Awareness inflate the AI bubble?-30 Jul 2026
SharonAI Holdings Inc.Did Situational Awareness inflate the AI bubble?-30 Jul 2026
Nebius Group N.V.Did Situational Awareness inflate the AI bubble?-30 Jul 2026
Bloom Energy CorporationDid Situational Awareness inflate the AI bubble?-30 Jul 2026
Sandisk CorporationDid Situational Awareness inflate the AI bubble?-30 Jul 2026
NVIDIA CorporationJuly 2026 Random Ramblings-27 Jul 2026