@YetAnotherValue profile picture
Yet Another Value Empire @YetAnotherValue

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

Joined April 2022
  • Tweets 561
  • Following 1
  • Followers 5,079
63 Photos and videos
New post! What is $GOOG seeing in AI? Part 3: the real bear case yetanothervalueblog.com/p/wh…

What is $GOOG seeing in AI? Part 3: the real bear case

This is my third and final post in my mini-series on Google’s big equity raise.

yetanothervalueblog.com
1
6
1,377
Podcast #399 is up! The biotech goat, @A_May_MD , returns to discuss $ABVX's blowout data and subsequent crash. yetanothervalueblog.com/p/ad…

Adam May on $ABVX's blowout data and subsequent stock crash

Abivax (ABVX) posted maybe the best ulcerative colitis data anyone's seen, then crashed 60% on a cancer signal Adam May argues is statistical noise.

yetanothervalueblog.com
6
7
79
25,224
New post! What is $GOOG seeing in AI? Part 2: Google's telling you the returns are real yetanothervalueblog.com/p/wh…

What is $GOOG seeing in AI? Part 2: Google's telling you the returns are real

I ended yesterday’s post on a mini-cliffhanger: what was Google seeing to do that equity raise?

yetanothervalueblog.com
1
6
809
New post! What is $GOOG seeing in AI? Part 1: history's biggest, weirdest equity raise yetanothervalueblog.com/p/wh…

What is $GOOG seeing in AI? Part 1: history's biggest, weirdest equity raise

I was shocked by Google’s big capital raise (and the rumors of META’s big potential raise that ended the week).

yetanothervalueblog.com
2
13
5,378
Podcast #397 is up! Pershing Square Challenge 2026 finalists pitch Amadeus $AMS | the toll booth on global travel yetanothervalueblog.com/p/pe…

Pershing Square Challenge 2026 finalists pitch Amadeus $AMS | the toll booth on global travel

YAVP #397

yetanothervalueblog.com
1
5
702
New post! Texas Hedging the (investor) AI-pocalypse yetanothervalueblog.com/p/te…

Texas Hedging the (investor) AI-pocalypse

AI and its impact on investors has been a massive running theme of this blog over the past few months, and I’m currently of two minds on it.

yetanothervalueblog.com
4
529
Podcast #396 is up! @AndrewRangeley monthly random ramblings for May 2026 yetanothervalueblog.com/p/ma…

May 2026 Random Ramblings

YAVP #396

yetanothervalueblog.com
1
561
New post! I built a thing (with AI), part 2: How I built it yetanothervalueblog.com/p/i-…

I built a thing (with AI), part 2: How I built it

Part 2 in my “I built a thing (with AI)” series that details building my new, completely AI generated One Idea Per Day substack. You can find part 1 (what I built) here for more details on the...

yetanothervalueblog.com
420
New post! A cyclical boom is eating the whole index: memory, semis, and the active manager's nightmare yetanothervalueblog.com/p/a-…

A cyclical boom is eating the whole index: memory, semis, and the active manager's nightmare

Markets are cyclical; there's nothing new about that.

yetanothervalueblog.com
1
576
New post! I built a thing (with AI), part 1: What I built yetanothervalueblog.com/p/i-…

I built a thing (with AI), part 1: What I built

As the post’s title says, I built a thing.

yetanothervalueblog.com
1
4
726
Podcast #394 is up! Pershing Square Challenge 2026 runners up on Baker Hughes $BKR yetanothervalueblog.com/p/pe…

Pershing Square Challenge 2026 runner-ups on Baker Hughes $BKR

Runner-ups of the 2026 Pershing Square Challenge pitch Baker Hughes $BKR: gas turbines, LNG, the recurring-service flywheel, and the Chart acquisition.

yetanothervalueblog.com
1
10
962
Podcast #393 is up! Pershing Square Challenge 2026 winners on DoorDash $DASH yetanothervalueblog.com/p/pe…

Pershing Square Challenge 2026 winners on DoorDash $DASH

The 2026 Pershing Square Challenge winners discusses their DoorDash pitch, including durable US growth, the Wolt playbook, Tony Xu, and the AI-agent threat.

yetanothervalueblog.com
1
9
659
New post! Corporate dark arts: mulligans, midstream cuts, and one fast double $AGL $TPB $DUOL $COTY $RIVN yetanothervalueblog.com/p/co…

Corporate dark arts: mulligans, midstream cuts, and one fast double $AGL $TPB $DUOL $COTY $RIVN

The final corporate dark arts post: five more pay-package case studies — AGL, RIVN, COTY, DUOL, TPB — and what they reveal about where the signal works and where it bends.

yetanothervalueblog.com
6
1,043
Podcast #392 is up! @jameselbaor returns to discuss potential premium valuations for $PS and $PSUS yetanothervalueblog.com/p/wh…

Why $PSUS deserves a premium to NAV and $PS deserves a premium multiple | Marlton's James Elbaor

YAVP Episode #392

yetanothervalueblog.com
7
24,476
Podcast #391 is up! Cruising through the $DRVN thesis with Kyle Mowery yetanothervalueblog.com/p/dr…

Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capital $DRVN

Driven Brands ($DRVN; disclosure: long) puked on a February accounting restatement.

yetanothervalueblog.com
3
11
1,969
New post! Corporate dark arts: five big bets $SNDA $CCOI $KVYO $PYPL $CERT yetanothervalueblog.com/p/co…

Corporate dark arts: five big bets

Corporate dark arts, part 10

yetanothervalueblog.com
1
1
14
2,213
Podcast #390 is up! Rich Howe on $LBTYK and if they can finally (finally) spin to win yetanothervalueblog.com/p/lb…

$LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe

YAVP episode #390

yetanothervalueblog.com
1
5
717
New post! How I built three research tools with AI in one evening yetanothervalueblog.com/p/ho…

Creating investing research tools with Claude Cowork

Part two of three on improving as an investor with AI tools

yetanothervalueblog.com
1
6
579
New post! $STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel yetanothervalueblog.com/p/st…

$STVN: are oral GLP-1s really a death blow? | Aurelion Research's Leo Trudel

YAVP episode #389

yetanothervalueblog.com
1
7
719
New post! Corporate dark arts: when incentives tell you what might be coming $GME $EKSO $VAC $RPD yetanothervalueblog.com/p/co…

Corporate dark arts: when incentives tell you what might be coming $GME $EKSO $VAC $RPD

Corporate Dark Arts part 9

yetanothervalueblog.com
3
982
Load more