Emperor of @YetAnotherValue. Part time podcast host / blogger; Full time Cookie Monster.
Joined October 2015
- Tweets 5,453
- Following 804
- Followers 36,857
- Likes 3,176
1,962 Photos and videos
Jun 10
Took my 2.5 year old daughter into a bar after school yesterday to shout "Let's go Knicks", and now she won't stop screaming "I don't want to go to school; I want to go to the bar"
7
1
79
12,263
Jun 9
Depending on where you bought and sold $PAVS today, you could have been up ~5%, down ~96%, or have made >25x your money.
Wild
2
1
26
6,057
May 31
Not sure there's anything like the CVNA stock chart.
If you had bought 5 years ago, went into a coma, then woke up today, you'd be up 30% (and slightly trailing the index!) and have no idea what came in the middle....
2
1
15
5,190
May 21
Buffett famously said that an investor with 160 IQ should "sell 30 points" because being too smart can be a liability in the market.
If it's inevitable we get 200 IQ AI, does that mean humans are cooked as investors? Or would Buffett's quote suggest more opportunity?
12
29
6,897
May 12
Opening of the $GTM call basically the SaaSpacolypse bear case in a nut shell: things were going well to start the year.... but customers pulled back in March as they began to wonder what could be bought versus built. Cutting full year guide
8
4
76
17,373
May 7
The scale of $MSTR's capital raise is mind blowing.
They were 8% of the equity issuance in 2025 and are 10% of equity issuance so far this year, including 60% (!!!) of preferred equity raised.
2
13
3,305
May 5
Excited to have @stockspinoffss on the podcast this afternoon. We'll be talking $LBTYK.
Any questions for Rich?
1
16
3,190
May 4
There's a song from Crazy Ex-Girlfriend called "We'll Never Have Problems Again"; a toxic on again/off again couple sings about how they'll just ignore their problems and be happy forever
Can't stop thinking about that song as the market ignores everything and perma-rips higher
4
15
3,890
May 2
Spirit was a small airline. But there are those who loved it.
To those dedicated customers of Spirit, this one's for you
solana:6BBd7J2HyAEWHZBFuHh4dYomypW8cnjRKaeVsrYeAwqL
3
3
27
4,300
May 2
As $GME tries to pull a "fish that swallowed a whale" with $EBAY, worth remembering that Gamestop's pay package highly incentivizes increase in market cap. Not per share value. Market cap.
yetanothervalueblog.com/p/co…
11
6
110
17,645
Apr 30
That's my quant
Apr 30
What’s the heavier lift: 365 lbs on your 67th birthday or telling your colleagues you changed your mind on rate cuts? Chris Waller seems comfortable with both.
(He posted this video on his LinkedIn account)
14
7,582
Apr 29
It's kind of crazy that, in a big enough squeeze, the short swing rules serve as a backdoor capital raise for a company $CAR
7
1
40
10,216
Andrew Walker retweeted
Apr 28
Inspired by @AndrewRangeley recent series on governance dark arts, I thought I’d write up a potential spring-load with $LXU.
Not as much torque given they’re RSUs, but the timing is very fishy nonetheless. Earnings are tomorrow after the close.
3
2
14
4,262
Apr 27
"An LLM is like someone who went to school but never worked a day in their life"
$SPT thinks the AI risk for their business is overblown; excited to have @pernasresearch on the podcast today to discuss it
Any questions for Deiya?
2
1
12
5,129