Podcast #322 is up! Century Egg Credit discusses the wild case of $SATS yetanothervalueblog.com/p/yummy-centur…

Podcast #323 is up! Byrne Hobart returns for our monthly book club to discuss How Countries Go Broke yetanothervalueblog.com/p/how-countrie…

New Post! Correlations, Leverage, Caution, and $TSLA yetanothervalueblog.com/p/correlations…

New post! NYC's mayorial primary and the death of local broadcast advertising $NXST (weekend thoughts) yetanothervalueblog.com/p/nycs-mayoria…

Podcast #324 is up! Andrew Walker midyear updates on $FLL, $SAGE, and $KROS yetanothervalueblog.com/p/midyear-2025…

Berkshire's secret? Do nothing when there's nothing to do (Trite Munger quotes that hit me, H1'25 edition) yetanothervalueblog.com/p/berkshires-s…

New post! We are SO back: time to build the SPAC basket yetanothervalueblog.com/p/we-are-so-ba…

Podcast #325 is up! Andrew Walker rambles randomly for a ~half hour on all sorts of topics, including the state of the markets, pattern recognition, and CEO arrogance yetanothervalueblog.com/p/random-rambl…

Podcast #326 is up! Kingdom Capital returns to discuss fintwit's favorite value turnaround, $UNFI yetanothervalueblog.com/p/kingdom-capi…

mNAV premiums, market multiples, and relative value (weekend thoughts) yetanothervalueblog.com/p/mnav-premium…

Podcast #327 is up! Byrne Hobart returns for our monthly book club discussion on Softwar (Larry Ellison / $ORCL "intimate portrait") yetanothervalueblog.com/p/softwar-an-i…

Some things and ideas: July 2025 yetanothervalueblog.com/p/some-things-…

Digital Asset Treasury companies and mNAV premiums (part 1: overview + bull thesis) yetanothervalueblog.com/p/digital-asse…

Podcast #329 is up! Chris Waller returns to discuss his $JGD.L thesis yetanothervalueblog.com/p/hidden-gems-…

Podcast #330 is up! Brian Laks returns to dive into all things metals, mining, and uranium yetanothervalueblog.com/p/old-wests-br…

New post! A mid-life fitness crisis and improving as an investor yetanothervalueblog.com/p/a-mid-life-f…

New post! Icahn versus Paulson: the $BHC "challenge" trade yetanothervalueblog.com/p/icahn-versus…

Podcast #331 is up! Jeremie Eliahou Ontiveros returns to talk all things data centers / power yetanothervalueblog.com/p/semianalysis…