Yet Another Value Empire

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

[Yet Another Value Empire @YetAnotherValue]

New post!

Farewell

https://t.co/XO5OCPHFpN

[Yet Another Value Empire @YetAnotherValue]

New post!

Before you fade Muse, use it for 72 hours $META

https://t.co/loXJc8eSWU

[Yet Another Value Empire @YetAnotherValue]

Podcast #423 is up!

@iancassel on his new book, Stock Picker.

https://t.co/SGVQRvo7WW

[Yet Another Value Empire @YetAnotherValue]

New post!

GoPro sold itself at 9:20 AM to get ahead of a meme stock $GPRO

https://t.co/8ucgeGyzyM

[Yet Another Value Empire @YetAnotherValue]

Podcast #419 is up!

@1MainCapital discusses his double dip on $LMB

https://t.co/SqJqJq5XHc

[Yet Another Value Empire @YetAnotherValue]

New post!

Rates are screaming and stocks aren't listening (again)

https://t.co/scekhwdaPT

[Yet Another Value Empire @YetAnotherValue]

New post!

Was Mark Walter’s Lakers investment really a winner?

https://t.co/SrCoHIpKr3

[Yet Another Value Empire @YetAnotherValue]

Podcast #415 is up!

Adam Buckstein returns to chat $ELAL

https://t.co/vcyrTcxp8v

[Yet Another Value Empire @YetAnotherValue]

New post!

Why SaaS stocks might be cheaper at $20 than they were at $10

https://t.co/odgJwcWQ5k

[Yet Another Value Empire @YetAnotherValue]

New post!

Shitcos, Griftcos, and alignment versus enrichment at $IREN

https://t.co/9FeFYq7XXT

[Yet Another Value Empire @YetAnotherValue]

Podcast #413 is up!

Steve Gorelick on $DNOW

https://t.co/yGC9HOzLhO

[Yet Another Value Empire @YetAnotherValue]

New post!

When AI reads every 10-K, the only edge left is the CEO's flop sweat

https://t.co/IKOuDsa2k3

[Yet Another Value Empire @YetAnotherValue]

New post!

$UWMC lost $600m hedging a deal they'd already lost

https://t.co/GeqkdNojyd

[Yet Another Value Empire @YetAnotherValue]

Podcast #412 is up!

@cedargrovecm on the long case for $HIMS

https://t.co/8YMaflDBiZ

[Yet Another Value Empire @YetAnotherValue]

Podcast #411 is up!

August 2026 Random Ramblings

https://t.co/nysz2zkxeM

[Yet Another Value Empire @YetAnotherValue]

New post!

Everyone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy.

https://t.co/vPErQEF3dL

[Yet Another Value Empire @YetAnotherValue]

New post!

It’s the jockey, stupid.... right?

https://t.co/Otmp3se3gv

[Yet Another Value Empire @YetAnotherValue]

Podcast #407 is up!

@HawkinsEntrekin on $PRKS (and a possible short squeeze?)

https://t.co/bLl9vCGu8M

[Yet Another Value Empire @YetAnotherValue]

New post!

Would I have been the patsy at $QVCPQ? $QVCAQ

https://t.co/XA8wJaJlFE

[Yet Another Value Empire @YetAnotherValue]

Podcast #406 is up!

Reference Equity's Ryan Bunn wants $CBZ to stop buying back stock

https://t.co/qbR6x2aHMw