Yet Another Value Empire

Podcast #392 is up! @jameselbaor returns to discuss potential premium valuations for $PS and $PSUS yetanothervalueblog.com/p/why-psus-des…

Podcast #391 is up! Cruising through the $DRVN thesis with Kyle Mowery yetanothervalueblog.com/p/drvn-cruisin…

New post! Corporate dark arts: five big bets $SNDA $CCOI $KVYO $PYPL $CERT yetanothervalueblog.com/p/corporate-da…

Podcast #390 is up! Rich Howe on $LBTYK and if they can finally (finally) spin to win yetanothervalueblog.com/p/lbtyk-can-li…

New post! How I built three research tools with AI in one evening yetanothervalueblog.com/p/how-i-built-…

New post! $STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel yetanothervalueblog.com/p/stvn-are-ora…

New post! Corporate dark arts: when incentives tell you what might be coming $GME $EKSO $VAC $RPD yetanothervalueblog.com/p/corporate-da…

New post! Basics for using Claude Cowork with investing yetanothervalueblog.com/p/basics-for-u…

Podcast #388 is up! Can Sprout Social Survive the SaaSpocalypse with @pernasresearch $SPT yetanothervalueblog.com/p/can-sprout-s…

New post! I spent 45 minutes building the AI that might replace me yetanothervalueblog.com/p/i-spent-45-m…

New post! Were there dark arts clues $SOX was about to go parabolic? $AMD $AVGO yetanothervalueblog.com/p/were-there-d…

Podcast #378 is up! @SWFLWildcats drills into $LB's value yetanothervalueblog.com/p/chadd-garcia…

Podcast #386 is up! Investing in the SaaSpocalypse with Heller House's Marcelo Lima @MarceloLima yetanothervalueblog.com/p/investing-in…

Post #7 in the corporate dark arts series is up! One bizarre case study, one false signal, and three setups to watch yetanothervalueblog.com/p/corporate-da…

Podcast #384 is up! @ToluCola on why $DKNG might not be a big gamble yetanothervalueblog.com/p/why-draftkin…

New post! A hopeless $LION and some dim $STRZ dabble in the corporate dark arts yetanothervalueblog.com/p/a-hopeless-l…

New post! Corporate dark arts gone awry: how executive incentives can destroy shareholder value $NNBR $GME $HAIN yetanothervalueblog.com/p/corporate-da…

@QualityCap0 Recording monday!

@YetAnotherValue update on $GFL and $SES with Chadd Garcia...

New post! What META’s YOLO options package says about its AI upside $META yetanothervalueblog.com/p/what-metas-y…

New post! Not All Bullish CEO Pay Packages Are Equal: $OPEN vs. $RELY yetanothervalueblog.com/p/not-all-bull…