Yet Another Value Blog
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
- Top in Finance
- #130
- Paid leaderboard
- #97
- Subscribers
- 27K
- Paid subscribers
- 100+ paid
- Badge
- Bestseller 100
- Followers
- 44K
- Paid plan
- $234.56/mo
- Recommends
- 0
rounded by Substack
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: The cavalry isn't coming: UK stocks, relistings, and AI analysts | Ben Isaac, Brizo Capital · October 2026 Random Ramblings
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.
Most-mentioned tickers
Symbols named in the headline of a post from the last 30 days, most-covered first. The number is how many of those posts mentioned it.
Read from 3 post headlines in the last 30 days. A newsletter that names a company only in the body of a post will not appear here, and a mention is not a recommendation — it only means the symbol came up.
Growth history
Subscribers (thousands, nightly)
27K on Sep 10, 2026 → 27K on Oct 21, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #130 today · #120 a week ago · #100 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 42 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 25%
- Best rank seen
- #97
- Rank, 7 days
- −10 places
- Rank, 30 days
- −30 places
- Followers added
- +563
- Posts
- 10
- Reactions per post
- 41
- Reactions tracked
- 1.1K
- Tickers covered
- 9
of 525 ranked finance newsletters
on Sep 25, 2026
since tracking began
last 30 days
average, recent posts
across 27 posts
in tracked posts
Most-reacted post we have seen: Before you fade Muse, use it for 72 hours — 72 reactions on Sep 28, 2026.
Recent posts
- 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…
- If Muse is buying your running shoes, what happens to Nike?
My post last week on “The rise (and downsides) of AI agents in investing” generated a lot of feedback and interesting discussions…. but, humorously, the feedback and discussions largely weren’t on what I thought they would be! One particular line seemed to grab a lot of people’s attention. It was: You have to wonder if every consumer subscription business is about to see a spike in churn as consumers get comfortable having an AI agent monitor their usage and cancel subscriptions the moment they don’t need them, and it’s easy to see OTAs (like Booking and Expedia) quickly finding themselves…
- $NTDOY: is Nintendo's flywheel actually there? | Accrued Interest
Nintendo's flywheel is not there. That is Simeon McMillan's call, and it is the one that has media longs emailing me. His case: Switch 2 is the best console launch in history and the attach rate still came in well below Switch 1, the Mario Kart bundle flattered even that number, Nintendo Switch Online accounts have been flat for years and almost nobody has noticed, and Nintendo just took its first mid-cycle price increase because memory costs are not coming down. He is not calling for a crash. He is saying you cannot put this one away for two years. I push back hard. Ocarina of Time is going…
← All trending finance newsletters
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: Oct 21, 2026.