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

Joined April 2022
Yet Another Value Empire retweeted
Excited to have Marc Chalfin from Windward back on the podcast tmr. We'll be chatting $TBCH. Any questions for Marc?
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Yet Another Value Empire retweeted
Excited to have @pmgcds on the podcast tmr. We'll be talking about $GYM (low cost fitness chain in London) Any questions for Pedro?
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Yet Another Value Empire retweeted
I get asked all the time when I think a $SAVE / $JBLU ruling is coming, and the answer is so obvious I can't believe people ask @LionelHutz_Esq and I are grabbing lunch at noon tmr, so I'd guess a ruling comes right as we sit down just to completely throw lunch into turmoil
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Yet Another Value Empire retweeted
Excited to have @JimRoyalPhD on the podcast tmr. We'll be talking all things thrift / mutual conversion (and maybe a little about $NBBK given they demutualized just a week ago!) Any questions for Jim?
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Yet Another Value Empire retweeted
Excited to start the (podcasting) year strong with my friend Adam Patinkin coming on to discuss $VTY (Vistry in London). Any questions for Adam?
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Yet Another Value Empire retweeted
Caved and looked at the @Spotify Wrapped for the @YetAnotherValue Podcast. YAVP was the top podcast for 321 people. Obviously it's not the biggest podcast, but it's still really cool to have so many engaged fans
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Yet Another Value Empire retweeted
Excited to have my friend @brad_farview on the podcast tmr to discuss $DSGR Any questions for Brad?
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Yet Another Value Empire retweeted
Excited to continue regulatory week with a repeat appearance from MDC; he'll be coming on tmr to talk about the $SAVE / $JBLU trial (which wrapped today) Any questions for MDC?
Happy to announce it's going to be regulatory week on YAVP. Scheduled to have: - @BrianCAlbrecht to discuss the $KR / $ACI merger Tuesday - MDC with a post-trial $JBLU / $SAVE wrap up Weds - @LionelHutz_Esq with a look at the $LQDA hearing (exact date TBD)
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Yet Another Value Empire retweeted
Happy to announce it's going to be regulatory week on YAVP. Scheduled to have: - @BrianCAlbrecht to discuss the $KR / $ACI merger Tuesday - MDC with a post-trial $JBLU / $SAVE wrap up Weds - @LionelHutz_Esq with a look at the $LQDA hearing (exact date TBD)
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Yet Another Value Empire retweeted
Emerging from my paternity inspired podcast hiatus to do a halftime report on the $SAVE $JBLU merger trial The trial is not streamed; only way to get info is to sit in person and I'll be interviewing someone who's been there every day Any questions on how the trial is going?
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Yet Another Value Empire retweeted
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Yet Another Value Empire retweeted
Excited to have @ChrisDeMuthJr on the podcast for our monthly state of the markets pod. Any questions for Chris or events we should be talking about?
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Yet Another Value Empire retweeted
Wildly excited to have @AnnMLipton and @compound248 on the podcast tmr. We'll be talking about the boring, underfollowed @elonmusk / $TWTR case. Not sure what we'll talk about; certainly hasn't been anything interesting there in the past week Any questions for the two of them?
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Yet Another Value Empire retweeted
Excited to have @kingdomcapadv on the podcast today. We'll be talking about one of my favorite pink sheet stocks, $UNTC. (Note pink sheets = illiquid + extra risk; be careful!) Any questions for Kingdom?
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Yet Another Value Empire retweeted
Weekend thoughts: "What is Buffett seeing in energy?" follow up yetanothervalueblog.substack…
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Yet Another Value Empire retweeted
Weekend thoughts: What is Buffett seeing in energy? yetanothervalueblog.substack…
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Yet Another Value Empire retweeted
Hearing just ended. I thought it was a massive positive for $TWTR / a big loss for @elonmusk , but looking forward to discussing it all this afternoon
Really excited for the $twtr day one hearings tmr @compound248 and I will be hosting a space tmr afternoon to go over the hearings and talk all aspects of the lawsuit. xitter.cf/i/spaces/1RDGlgaoLENKL
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Yet Another Value Empire retweeted
Podcast #117 is up! @pjkurzweil returns to discuss his thesis on $SPB, including why the stock is too cheap regardless of what happens with their HHI sale. yetanothervalueblog.substack…
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Yet Another Value Empire retweeted
From the moment @elonmusk attempted to put the $TWTR deal on hold, we've believed Twitter's legal case is rock solid. On the heels of Elon's attempt to break the merger, we sent @btaylor and the Twitter board a letter encouraging them to take Elon to court and compel the merger
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Yet Another Value Empire retweeted
Excited to have @pjkurzweil back on the podcast to talk about his latest investment in $SPB. Any questions for PJ?
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