Yet Another Value Blog

16 Mar.,2023


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Moving to Substack

Posted On

May 21, 2021

Let me just start with the bottom line: going forward, I'm moving the entire blog over to substack (to If you want to keep getting new posts in your inbox/rss feed (or wherever you get it), please head on over to substack and subscribe there (if you subscribe to the premium site, you don't […]

Uncategorized | DISCA | T

Some more $DISCA / $T ramblings

Posted On

May 18, 2021

It's crazy how fast things can change in any part of the corporate landscape once the right dominoe falls. Last week, basically every major media and telecom company was presenting at Moffettnathanson's conference. I follow the media and telecom space pretty closely for reasons that are very obvious to longtime blog readers (my largest positions […]

Uncategorized | DISCA

Some $DISCA / $T ramblings

Posted On

May 16, 2021

Let me start this post by noting two things: I've been short T for a longtime, and I'm long DISCA (and a few other Malone holdings). I just put that out there for both disclosure stake and so that you know I might be coming at this with a slight bias. Anyway, this morning I […]

Uncategorized | PTON

Talking my obsessions #1: Peloton's recall $PTON

Posted On

May 6, 2021

I love writing this blog. There are tons of great things about writing a free blog that is read by literally dozens of value investors, but the best thing about writing a blog without any oversight or editor or agenda is that I can write about whatever is obsessing me at the moment (though the […]

Premium posts | Investment Theses (premium)

Premium: A SPAC deal leads to a special sit (Paywall)

Posted On

May 4, 2021

Let me start this idea off with a disclaimer: it’s risky. If the idea doesn’t work, the downside is substantial. So please keep that in mind; sizing this properly is critical because the downside is so large (and, of course, nothing on this site is investing advice!). That said, I think this is one of […]

Monthly Thoughts / Links

Some things and ideas: April 2021

Posted On

May 1, 2021

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 […]

Premium posts | Monthly Thoughts / Links (premium)

April 2021 premium update (paywall)

Posted On

April 29, 2021

Hi subs, 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 2021 vision, but my goal for the premium site is simple: 2 posts/month (24 posts a year). One of the monthly posts […]


What happens when SPAC deals start failing?

Posted On

April 26, 2021

Regular readers don't need a reminder, but I've been more than a little obsessed with SPACs recently. Almost all of my recent public posts and ideas have mentioned SPACs in some form, and I even did an interview with ReutersGMF entirely focused on SPACs. The reason I'm so obsessed is simple: while, as a whole, […]


Something different: BlockFi and Bitcoin Futures Arb

Posted On

April 23, 2021

This post is a little different than my normal posts (it's not about SPACs, cable / media / Liberty, or cruise lines). I'm a complete tourist in the bitcoin and crypto space; to my detriment, I've never bought or sold one (though some friends and I bought a digital horse on a lark and, I […]


Malone and Maffei: Still got it (even if their SPAC doesn't) $LMACA $SCOR

Posted On

April 20, 2021

At the beginning of the year, Comscore (SCOR) announced a "strategic investment" from Charter, Qurate, and Cerberus ("the buyers"). The buyers bought $204m in convertible preferred stock, and in exchange Comscore got cash to pay off basically all of their debt as well as an agreement with Charter (and Comcast!) for "long-term data rights to […]

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