Andrew Walker
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Yet Another Value Blog
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
11 posts · theirs
Lately
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
Why SaaS stocks might be cheaper at $20 than they were at $10
Shitcos, Griftcos, and alignment versus enrichment at $IREN
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
When AI reads every 10-K, the only edge left is the CEO's flop sweat
$UWMC lost $600m hedging a deal they'd already lost
August 2026 Premium update
$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
August 2026 Random Ramblings
Everyone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy.
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