$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
YAVP #415
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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Why SaaS stocks might be cheaper at $20 than they were at $10
Sometimes in investing, a stock is a better value at $20/share than it was at $10/share.
Shitcos, Griftcos, and alignment versus enrichment at $IREN
IREN's board handed its Co-CEOs ~$800m of stock right before some big new contracts landed
$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital
Evan Vanderveer (Vanshap) on Nubank $NU: 30% ROE at ~18x earnings, the Capital One 1994 vs 2006 debate, Mexico and US expansion, AI risk to bank margins
$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management
YAVP #413
When AI reads every 10-K, the only edge left is the CEO's flop sweat
What happens to active (human) investors as AI gets better?
$UWMC lost $600m hedging a deal they'd already lost
Two Harbors, CrossCountry, and a hedge that outlived the deal it was hedging
August 2026 Premium update
Before we get to the updates- first, thank you so much for subscribing to the premium site!
$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
YAVP #412
August 2026 Random Ramblings
YAVP #411
Everyone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy.
By far, the best tweet I saw on the Situational Awareness blow up was this meme