Yet Another Value Empire

@YetAnotherValue

Official Twitter of the Yet Another Value Empire (mainly the blog and podcast) from @andrewrangeley

Joined April 2022

1Following

4KFollowers

Yet Another Value Empire@YetAnotherValue · Jul 25

Podcast #326 is up! @kingdomcapadv returns to discuss fintwit's favorite value turnaround, $UNFI yetanothervalueblog.com/p/kingdom-capi…

YetAnotherValue's tweet card. In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back David Bastian of Kingdom Capital to analyze United Natural Foods Inc.

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Yet Another Value Empire@YetAnotherValue · Jul 23

Podcast #325 is up! @AndrewRangeley rambles randomly for a ~half hour on all sorts of topics, including the state of the markets, pattern recognition, and CEO arrogance yetanothervalueblog.com/p/random-rambl…

YetAnotherValue's tweet card. In this July 2025 episode of Yet Another Value Podcast, host Andrew Walker shares his latest market reflections.

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Yet Another Value Empire@YetAnotherValue · Jul 18

New post! We are SO back: time to build the SPAC basket yetanothervalueblog.com/p/we-are-so-ba…

YetAnotherValue's tweet card. I’ll admit upfront that this is a little bit of a meandering post….

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Yet Another Value Empire@YetAnotherValue · Jul 14

Berkshire's secret? Do nothing when there's nothing to do (Trite Munger quotes that hit me, H1'25 edition) yetanothervalueblog.com/p/berkshires-s…

YetAnotherValue's tweet card. I’ve got a few loose annual and semi-annual traditions on the blog.

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Yet Another Value Empire@YetAnotherValue · Jul 10

Podcast #324 is up! @AndrewRangeley midyear updates on $FLL, $SAGE, and $KROS yetanothervalueblog.com/p/midyear-2025…

YetAnotherValue's tweet card. In this solo update, host Andrew Walker revisits his three 2025 stock ideas (disclosure: long all three!): Sage Therapeutics (SAGE; podcast here, open letter here), Keros Therapeutics (KROS; podcast...

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Yet Another Value Empire@YetAnotherValue · Jul 7

New post! NYC's mayorial primary and the death of local broadcast advertising $NXST (weekend thoughts) yetanothervalueblog.com/p/nycs-mayoria…

YetAnotherValue's tweet card. Last month, Zohran Mamdini won the Democratic primary for mayor, and that (probably) puts him on track to be NYC’s next mayor (as I write this, polymarket has him at about 70% to win).

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Yet Another Value Empire@YetAnotherValue · Jul 2

New Post! Correlations, Leverage, Caution, and $TSLA yetanothervalueblog.com/p/correlations…

YetAnotherValue's tweet card. I’m far from the first one to point this out, but yesterday (July 1) was a really good day for the value factor and a really bad day for the momentum factor:

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Yet Another Value Empire@YetAnotherValue · Jun 26

Podcast #323 is up! @ByrneHobart returns for our monthly book club to discuss How Countries Go Broke yetanothervalueblog.com/p/how-countrie…

YetAnotherValue's tweet card. In this monthly book club edition of Yet Another Value Podcast, host Andrew Walker is joined by Byrne Hobart of The Diff and Capital Gains to unpack Ray Dalio’s latest book, How Countries Go Broke:...

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Yet Another Value Empire@YetAnotherValue · Jun 24

Podcast #322 is up! @yummyCenturyEgg discusses the wild case of $SATS yetanothervalueblog.com/p/yummy-centur…

YetAnotherValue's tweet card. In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Guowei from the substack "Yummy Century Stocks" for an extensive discussion on EchoStar (SATS).

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Yet Another Value Empire@YetAnotherValue · Jun 23

New post! Distress, control, and Buffett (weekend thoughts) yetanothervalueblog.com/p/distress-con…

YetAnotherValue's tweet card. Earlier this month, I posted our fintwit book club podcast on the Snowball (Buffett’s biography).

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Yet Another Value Empire@YetAnotherValue · Jun 19

Podcast #321 is up! @DieHardCapital returns to chat all things real estate post NAREIT yetanothervalueblog.com/p/rhizome-part…

YetAnotherValue's tweet card. In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Bill Chen of Rhizome Partners, one of the platform's most popular and deeply knowledgeable guests in real estate...

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Yet Another Value Empire@YetAnotherValue · Jun 16

Podcast #320 is up! Findell Capital's Brian Finn returns to discuss activism at $OPRT yetanothervalueblog.com/p/findell-capi…

YetAnotherValue's tweet card. In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Brian Finn of Findell Capital for his fourth appearance.

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Yet Another Value Empire@YetAnotherValue · Jun 11

Podcast #319 is up! @RecurveCapital goes deep (and I mean deep; we went for an hour and a half!) on $CCOI yetanothervalueblog.com/p/recurve-capi…

YetAnotherValue's tweet card. In this episode of Yet Another Value Podcast, host Andrew Walker returns with Aaron Chan from Recurve Capital to explore Cogent Communications (CCOI).

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Yet Another Value Empire@YetAnotherValue · Jun 9

New post! Thib's firing and investing (weekend thoughts) yetanothervalueblog.com/p/thibs-firing…

YetAnotherValue's tweet card. Every now and then I’ll mention on the blog (or podcast) I’m a basketball fan.

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Yet Another Value Empire@YetAnotherValue · Jun 6

Podcast #318 is up! @BR_Kelleran discusses the ongoing drama at $SOC yetanothervalueblog.com/p/kontrarian-k…

YetAnotherValue's tweet card. In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Ben Kelleran of Kontrarian Korner to discuss Sable Offshore, a company attempting to revive the Santa Ynez oil unit off...

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Yet Another Value Empire@YetAnotherValue · Jun 4

Podcast #317 is up! @ByrneHobart and I discuss the Snowball (Buffett's biography) in the wake of his retirement announcement yetanothervalueblog.com/p/the-snowball…

YetAnotherValue's tweet card. In this edition of the Yet Another Value Podcast Book Club, host Andrew Walker reunites with Byrne Hobart of The Diff to revisit The Snowball, Alice Schroeder’s biography of Warren Buffett. Triggered...

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Yet Another Value Empire@YetAnotherValue · Jun 3

Podcast #316 is up! @muddywatersre's Darren McLean discusses investing in the mining sector yetanothervalueblog.com/p/muddy-waters…

YetAnotherValue's tweet card. In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Darren McLean of Muddy Waters about investing in the mining sector.

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Yet Another Value Empire@YetAnotherValue · Jun 2

Some things and ideas: May 2025 yetanothervalueblog.com/p/some-things-…

YetAnotherValue's tweet card. My monthly overview (Monthly recurring piece)

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Yet Another Value Empire@YetAnotherValue · May 29

Podcast #315 is up! @fintoolx's founder discusses using AI to improve in investing yetanothervalueblog.com/p/fintools-nic…

YetAnotherValue's tweet card. In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Nic Bustamante, founder of FinTool, an AI-powered platform designed for equity analysts and investors.

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Yet Another Value Empire@YetAnotherValue · May 28

Celebrating Buffett's Longevity (weekend thoughts) yetanothervalueblog.com/p/celebrating-…

YetAnotherValue's tweet card. Earlier this month, Buffett announced he was handing over the CEO role at Berkshire.

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