Yet Another Value Blog
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
- Top in Finance
- #98
- Paid leaderboard
- #96
- Subscribers
- 27K
- Paid subscribers
- 100+ paid
- Badge
- Bestseller 100
- Followers
- 44K
- Paid plan
- $234.56/mo
- Recommends
- 0
rounded by Substack
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Growth history
Rank in Substack’s finance leaderboard: #98 today
Stats worth sharing
Tracked since Sep 10, 2026 — 1 daily snapshot so far. The card below is built from what we track and refreshes nightly. It is free for Yet Another Value Blog to post, embed or send to readers, as long as the watermark stays on it.
- Percentile
- Top 19%
- Best rank seen
- #98
- Posts
- 12
- Reactions per post
- 38
- Reactions tracked
- 454
- Tickers covered
- 4
of 525 ranked finance newsletters
on Sep 10, 2026
last 30 days
average, recent posts
across 12 posts
in tracked posts
Most-reacted post we have seen: Rates are screaming and stocks aren't listening (again) — 61 reactions on Aug 26, 2026.
Recent posts
- Zack Buckley on $PRTH's take private
In November 2025, Priority Technology's (PRTH, disclosure: long) chairman and CEO offered to take the company private at $6.00 to $6.15 a share, two days after a bad print knocked the stock from seven to five. Zack Buckley wrote a public letter opposing it. His sum of the parts gets to roughly $17 a share, a simpler multiple analysis gets to $19, and the June sale of a comparable payments business at 8.3x EBITDA implies $12 against a stock trading around $5.50. Ten months later the special committee still has not said a word. Zack walks through why the consolidated company is misread: over…
- September 2026 premium update
Before we get to the updates- first, thank you so much for subscribing to the premium site! Second, please remember you can always reach out to me if you have questions or want to swap thoughts on any…
- $TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital
Tiendas 3B has more than 3,700 stores in central Mexico, opens roughly 150 more every quarter, and earns its money back on a new store in about two years. It is the Aldi model, built by a founder who saw BIM work in Turkey, moved to a country where he did not speak the language, and has spent 21 years compounding it. Alberto Vadia of Fruit Tree Capital thinks it is a hundred bagger from here. My problem is the price. The stock is approaching $50, it has run a ton, and the bulls I was reading a few months ago were underwriting it in the mid 30s. So I push Alberto on the thing that actually…
- GoPro sold itself at 9:20 AM to get ahead of a meme stock
- $LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
- $SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo Navarro
- Late August 2026 Random Ramblings
- Rates are screaming and stocks aren't listening (again)
- How to win a stock pitch competition | lessons from an Ira Sohn winner
- Was Mark Walter’s Lakers investment really a winner?
- $ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
- Why SaaS stocks might be cheaper at $20 than they were at $10
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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: Sep 10, 2026.