Yet Another Value Blog

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).

This month has been “offshore month” on the blog. I did a long series on the (possible) inflection in the offshore space, as well as two podcasts (episode #146 (with Tidewater’s management) and episode #147 (with Judd Arnold). It’s early, but so far those posts have proved

Welcome to part #2 of my Tegus sponsored deep dive into the offshore space. You can find part #1 of the deep dive here; I’ll refer you to that post for more background on why I’m interested in the space, the aims for the deep dive, etc. This post is part the sixth entry in my

Friday I posted my interview with Tidewater’s (TDW) management team. The offshore space in general is really interesting right now, and they did a great job of walking through the current dynamics (stay tuned for more posts / pods from me on the offshore space….).

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

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!).

Welcome to part #3 of my Tegus sponsored deep dive into the offshore space. You can find part #1 of the deep dive here (I’ll refer you to that post for more background on why I’m interested in the space, the aims for the deep dive, etc.) and part #2 (discussing two of the bull points) here

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.

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.

The management team from Tidewater Offshore (TDW) comes on the podcast to discuss Tidewater and why we could be at an inflection point for the offshore space. A Word From Our Sponsor: ⭐️ Tegus ⭐️ This podcast is brought to you by Tegus. With 25,000+ primary source expert calls

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:

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.

Jeremy Raper returns to the podcast to discuss his latest "engagement campaign" at London listed Serica Energy (SQZ). In particular, he focuses on why Serica is trying to rush through their most recent deal and why shareholders should consider voting against the share issuance at the meeting next week.

Judd Arnold discusses how the offshore place is at an inflection point and why he thinks Tidewater (TDW) is the best way to play it. You can see Judd's initial piece on TDW here and Judd’s TDW TWTR space here. A Word From Our Sponsor: ⭐️ Tegus ⭐️ This podcast is

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’…

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!