Yet Another Value Empire

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

[Yet Another Value Empire @YetAnotherValue]

New post!

Texas Hedging the (investor) AI-pocalypse

https://t.co/QHLPNEZuQC

[Yet Another Value Empire @YetAnotherValue]

Podcast #396 is up!

@AndrewRangeley monthly random ramblings for May 2026

https://t.co/Xs82KyjBLH

[Yet Another Value Empire @YetAnotherValue]

New post!

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

https://t.co/DhA6sCHJ26

[Yet Another Value Empire @YetAnotherValue]

New post!

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

https://t.co/hN4zGxHlAy

[Yet Another Value Empire @YetAnotherValue]

New post!

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

https://t.co/WN0PhlmhYF

[Yet Another Value Empire @YetAnotherValue]

Podcast #394 is up!

Pershing Square Challenge 2026 runners up on Baker Hughes $BKR

https://t.co/z4SL1idwCr

[Yet Another Value Empire @YetAnotherValue]

Podcast #393 is up!

Pershing Square Challenge 2026 winners on DoorDash $DASH

https://t.co/xFIpPYXCSS

[Yet Another Value Empire @YetAnotherValue]

New post!

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

https://t.co/9laP1Ocpd6

[Yet Another Value Empire @YetAnotherValue]

Podcast #392 is up!

@jameselbaor returns to discuss potential premium valuations for $PS and $PSUS

https://t.co/51tv3wWn9L

[Yet Another Value Empire @YetAnotherValue]

Podcast #391 is up!

Cruising through the $DRVN thesis with Kyle Mowery

https://t.co/wssCNS9NDl

[Yet Another Value Empire @YetAnotherValue]

New post!

Corporate dark arts: five big bets $SNDA $CCOI $KVYO $PYPL $CERT

https://t.co/U0lWJzY4OO

[Yet Another Value Empire @YetAnotherValue]

Podcast #390 is up!

Rich Howe on $LBTYK and if they can finally (finally) spin to win

https://t.co/ZojxIS2HCV

[Yet Another Value Empire @YetAnotherValue]

New post!

How I built three research tools with AI in one evening

https://t.co/W4AWRdj6uz

[Yet Another Value Empire @YetAnotherValue]

New post!

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

https://t.co/s4KHnVzPjT

[Yet Another Value Empire @YetAnotherValue]

New post!

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

https://t.co/Nj2Nvw07ok

[Yet Another Value Empire @YetAnotherValue]

New post!

Basics for using Claude Cowork with investing

https://t.co/La5jGsR7Xh

[Yet Another Value Empire @YetAnotherValue]

Podcast #388 is up!

Can Sprout Social Survive the SaaSpocalypse with @pernasresearch $SPT

https://t.co/XhrkMDoElV

[Yet Another Value Empire @YetAnotherValue]

New post!

I spent 45 minutes building the AI that might replace me

https://t.co/330zGZyVU0

[Yet Another Value Empire @YetAnotherValue]

New post!

Were there dark arts clues $SOX was about to go parabolic? $AMD $AVGO

https://t.co/pIfCel6jSa

[Yet Another Value Empire @YetAnotherValue]

Podcast #378 is up!

@SWFLWildcats drills into $LB's value

https://t.co/X5AYHU56TA