Yet Another Value Blog

Yet Another Value Blog has 24 stock analyses indexed on RhinoInvestory, covering 26 companies across Communication Services, Consumer Discretionary, Consumer Staples and 4 more. Published Jul 2026 – Oct 2026.

Sectors Covered

Communication Services Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology

Countries Covered

Australia Brazil Israel Japan Mexico US United Kingdom United States

Stock Analyses by Yet Another Value Blog

$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital

Turning Point Brands ($TPB) • 2026-10-01

Dark arts or infinite reload? $TTD’s CEO options and the repricing proxy

The Trade Desk ($TTD) • 2026-09-29

Emeth Value Capital’s Andrew Carreon on Shift4 ($FOUR)

Shift4 Payments ($FOUR) • 2026-09-22

If Muse is buying your running shoes, what happens to Nike?

NIKE ($NKE) • 2026-09-21

$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest

Nintendo ($7974) • 2026-09-18

UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares

ZIGUP ($ZIG.L) • 2026-09-11

Zack Buckley on $PRTH's take private

Priority Technology Holdings ($PRTH) • 2026-09-10

$TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital

Tiendas 3B ($TBBB) • 2026-09-07

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

GoPro ($GPRO) • 2026-09-01

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

Limbach Holdings ($LMB) • 2026-09-01

$SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo Navarro

Seeing Machines ($SEE.L) • 2026-08-30

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

El Al Israel Airlines ($ELAL.TA) • 2026-08-20

Shitcos, Griftcos, and alignment versus enrichment at $IREN

IREN ($IREN) • 2026-08-18

$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital

Nu Holdings ($NU) • 2026-08-17

$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management

DNOW ($DNOW) • 2026-08-14

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

UWM Holdings ($UWMC) • 2026-08-11

$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove

• 2026-08-07

$LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley

Light & Wonder ($LNW.AX) • 2026-07-24

$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin

United Parks & Resorts ($PRKS) • 2026-07-20

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

QVC Group ($QVCAQ) • 2026-07-16