Yet Another Value Blog
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
- Top in Finance
- #189
- Followers
- 45K
- Recommends
- 0
other newsletters
What they write about
Value investing and special situations, published alongside a long-running interview podcast. Recurring subjects include take-private offers and merger arbitrage, small and mid-cap companies in the US, Mexico and Europe, data-centre linked industrials, and how interest rates feed into equity valuations.
- value investing
- special situations
- merger arbitrage
- small caps
- podcast
- interest rates
Recent examples: Farewell · A premium update
Written from Yet Another Value Blog’s own published post titles and openings in Sep 11, 2026. It describes the subjects the newsletter covers, not its views, and is not investment advice.
Growth history
Subscribers (thousands, nightly)
27K on Sep 10, 2026 → 27K on Oct 21, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #189 today · #171 a week ago · #113 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 62 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 36%
- Best rank seen
- #97
- Rank, 7 days
- −18 places
- Rank, 30 days
- −76 places
- Followers added
- +817
- Posts
- 4
- Reactions per post
- 44
- Reactions tracked
- 1.3K
- Tickers covered
- 9
of 525 ranked finance newsletters
on Sep 25, 2026
since tracking began
last 30 days
average, recent posts
across 29 posts
in tracked posts
Most-reacted post we have seen: Farewell — 141 reactions on Oct 23, 2026.
Recent posts
- Farewell
- A premium update
- The cavalry isn't coming: UK stocks, relistings, and AI analysts | Ben Isaac, Brizo Capital
- October 2026 Random Ramblings
- Consumer agents: an ethics race, a prisoner’s dilemma, and the obvious OTA short
- $TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital
- Another (premium) dark arts basket, part 1
- Dark arts or infinite reload? $TTD’s CEO options and the repricing proxy
- Before you fade Muse, use it for 72 hours
- September 2026 Random Ramblings
- Musings on Muse: the inertia sell-off looks too broad
I’ve obviously been really excited and curious about the rise of consumer AI agents. I’ve mentioned them in two articles in just the past week , and I’ve spent a lot of time over the past few days interacting with Muse and pushing it to see what it can and can’t do. As of a few days ago, my general (markets related) takeaway is that Muse is pretty damn bearish for just about anything that relies on consumer inertia (OTAs, subscription services, banks, etc.), and it seems like the stock market is starting to agree with my take / catch up to that trade . I’m wondering if that sell-off presents…
- Emeth Value Capital’s Andrew Carreon on Shift4 ($FOUR)
Shift4 trades around six and a half times EBITDA while the company tells you organic growth is 11%. The stock was $120 eighteen months ago and it is $42 today. Andrew Carreon of Emeth Value Capital argues you are paying for zero growth or less, and he points at the piece almost nobody is tracking: the gross equipment under lease line buried in the footnotes, which has gone from a nominal $40 million before 2021 to a $400 million run rate today as Shift4 Dine gets deployed. More than 80% of those installs are net new merchants, not migrations off the legacy POS systems Shift4 already owns. I…
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Yet Another Value Blog. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Nov 10, 2026.