Yet Another Value Blog

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

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Get a weekly roundup of the best Substack posts, by hacker news affinity:

Yet Another Value Blog's top posts of the month

By hacker news affinity
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Yet Another Value Blog 39 likes 21 Jan 23
The other day, the tweets below popped into my feed. To sum: the tweets mention an anecdote from BRK’s 1996 meeting. A woman says she has the simple investing strategy of investing alongside the world’s richest people, Gates and Buffett. The tweet’s author then notes her “simple strategy” has performed pretty well, and she’s probably beaten her father’s diversified portfolio (though the father may be frequently day trading; I’m not sure on that point).
Yet Another Value Blog 23 likes 11 Jan 23
Preamble: This is the sixth entry in my deep dives sponsored by Tegus series. The goal of these are simple: every other month, Tegus is going to give me a few expert interviews and I’m going to use those to dive into an investing topic. Some months, it could just be a dive into a specific company; other months, it might be a dive into an industry. You can find the
Yet Another Value Blog 22 likes 25 Jan 23
I’ve said it before and I’ll say it again: the best book for modern value investing is Joel Greenblatt’s You Can Be a Stock Market Genius (note there’s nothing unique about that statement; most investors would have the book at towards the top of their list!).
Yet Another Value Blog 17 likes 04 Jan 23
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later in the month.
Yet Another Value Blog 16 likes 31 Jan 23
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later in the month.
Yet Another Value Blog 11 likes 23 Jan 23
Artem Fokin, founder of Caro-Kann Capital, discusses the bull case for Kaspi (KSPI). Kaspi is the dominant fintech in Kazakhstan, and Artem breaks down how it's trading for a value price despite rapid growth and how its dominance will allow it to grow into new sectors of the Kazakhstan economy. (Note:
Yet Another Value Blog 11 likes 30 Jan 23
Chris DeMuth joins the podcast to discuss the state of the markets in January 2023 and what’s catching his eye in event driven land, including updates on AVTI, the meme stocks roaring back, and why energy stocks seem poised to continue to perform well.
Yet Another Value Blog 6 likes 30 Jan 23
Before we get to the updates- first, thank you so much for subscribing to the premium site! Second, a quick housekeeping. This month’s housekeeping has three parts: I mentioned it in my 2022 vision, but my plan for the premium site going forward is pretty simple: most “actionable” ideas will go on the premium side of the site; in addition, once a month I’…
Yet Another Value Blog 4 likes 05 Jan 23
Just two very quick updates on some premium names with news out today. Generally I try not to do intra-month updates too frequently, but given the news for both was pretty good and they were on the quieter side, I wanted to provide an update to make sure no one missed them!