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:

Top posts of the month

By hacker news affinity
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Yet Another Value Blog 12 likes 12 Sep 22
James Elbaor, founder and CIO of Marlton Capital, discusses his investment thesis for Pershing Square Holdings (PSH). Please follow the podcast on Spotify, iTunes, or most other podcast players, as well as on YouTube if you prefer video! And please be sure to rate / review the podcast if you enjoy it, or share it with someone else who would enjoy it (more listeners is a critical part of the flywheel that keeps this Substack and podcast going!).
Yet Another Value Blog 12 likes 21 Sep 22
The team from CoVest discusses why they launched CoVest and then dives deep into their thesis for OEC. You can learn more about CoVest here. Please follow the podcast on Spotify, iTunes, or most other podcast players, as well as on YouTube if you prefer video! And please be sure to rate / review the podcast if you enjoy it, or share it with someone else who would enjoy it (more listeners is a critical part of the flywheel that keeps this Substack and podcast going!).
Yet Another Value Blog 11 likes 31 Aug 22
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 5 likes 07 Sep 22
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 four parts: Apologizes for getting this out a few days late; I was on vacation last week, and with