Yet Another Value Blog

Articles

8

Companies covered

9

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0

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0

Research Articles

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

Aug 7, 2026

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

Jul 24, 2026

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

Jul 20, 2026

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

Jul 16, 2026

$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity

Jul 14, 2026

Corporate dark arts: the strangest 8-K I've ever seen $DMRC

Jul 9, 2026

Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital

Jul 7, 2026

The market is pricing $MSTR distress everywhere... except the stock

Jul 7, 2026