Yet Another Value Blog · MentionTrace

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Latest post14 Oct 2026


Fair Isaac Corporation	October 2026 Random Ramblings	-	14 Oct 2026
Solstice Advanced Materials, Inc.	October 2026 Random Ramblings	-	14 Oct 2026
Booking Holdings Inc.	Consumer agents: an ethics race, a prisoner’s dilemma, and the obvious OTA short	-	9 Oct 2026
Expedia Group, Inc.	Consumer agents: an ethics race, a prisoner’s dilemma, and the obvious OTA short	-	9 Oct 2026
Turning Point Brands, Inc.	$TPB: can Turning Point Brands be the third player in nicotine pouches? \| Saberpoint Capital	-	1 Oct 2026
The Trade Desk, Inc.	Dark arts or infinite reload? $TTD’s CEO options and the repricing proxy	-	29 Sept 2026
Meta Platforms, Inc.	Before you fade Muse, use it for 72 hours	-	28 Sept 2026
Planet Fitness, Inc.	Musings on Muse: the inertia sell-off looks too broad	-	24 Sept 2026
Booking Holdings Inc.	Musings on Muse: the inertia sell-off looks too broad	-	24 Sept 2026
Expedia Group, Inc.	Musings on Muse: the inertia sell-off looks too broad	-	24 Sept 2026
Netflix, Inc.	Musings on Muse: the inertia sell-off looks too broad	-	24 Sept 2026
Shift4 Payments, Inc.	Emeth Value Capital’s Andrew Carreon on Shift4 ($FOUR)	-	22 Sept 2026
Booking Holdings Inc.	If Muse is buying your running shoes, what happens to Nike?	-	21 Sept 2026
Expedia Group, Inc.	If Muse is buying your running shoes, what happens to Nike?	-	21 Sept 2026
Nintendo Co., Ltd.	$NTDOY: is Nintendo's flywheel actually there? \| Accrued Interest	-	18 Sept 2026
Expedia Group, Inc.	The rise (and downsides) of AI agents in investing	-	17 Sept 2026
Booking Holdings Inc.	The rise (and downsides) of AI agents in investing	-	17 Sept 2026
Meta Platforms, Inc.	The rise (and downsides) of AI agents in investing	-	17 Sept 2026
Craneware plc	UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW \| Undervalued-Shares	-	11 Sept 2026
Zigup Plc	UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW \| Undervalued-Shares	-	11 Sept 2026
Priority Technology Holdings, Inc.	Zack Buckley on $PRTH's take private	-	10 Sept 2026
BBB Foods Inc.	$TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? \| Fruit Tree Capital	-	7 Sept 2026
GoPro, Inc.	GoPro sold itself at 9:20 AM to get ahead of a meme stock	-	1 Sept 2026
Limbach Holdings, Inc.	$LMB: Limbach missed the data center boom. Is that the opportunity? \| 1 Main Capital	-	1 Sept 2026
Smart Eye AB (publ)	$SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? \| Hugo Navarro	-	30 Aug 2026
Seeing Machines Limited	$SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? \| Hugo Navarro	-	30 Aug 2026
Cogent Communications Holdings, Inc.	Late August 2026 Random Ramblings	-	27 Aug 2026
UWM Holdings Corporation	Late August 2026 Random Ramblings	-	27 Aug 2026
Stride, Inc.	$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? \| ASB Partners	-	20 Aug 2026
El Al Israel Airlines Ltd.	$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? \| ASB Partners	-	20 Aug 2026
Workday, Inc.	Why SaaS stocks might be cheaper at $20 than they were at $10	-	19 Aug 2026
Fermi Inc.	Shitcos, Griftcos, and alignment versus enrichment at $IREN	-	18 Aug 2026
Iren SpA	Shitcos, Griftcos, and alignment versus enrichment at $IREN	-	18 Aug 2026
Nu Holdings Ltd.	$NU: is Nubank Capital One in 1994 or Capital One in 2006? \| Vanshap Capital	-	17 Aug 2026
DNOW Inc.	$DNOW: the boring distributor that could double on 2029 numbers \| Firebird Management	-	14 Aug 2026
UWM Holdings Corporation	$UWMC lost $600m hedging a deal they'd already lost	-	11 Aug 2026
Hims & Hers Health, Inc.	$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? \| Cedar Grove	-	7 Aug 2026
Strategy Inc	August 2026 Random Ramblings	-	4 Aug 2026
Meta Platforms, Inc.	Everyone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy.	-	3 Aug 2026
Alphabet Inc.	Everyone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy.	-	3 Aug 2026
Microsoft Corporation	Everyone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy.	-	3 Aug 2026
Amazon.com, Inc.	Everyone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy.	-	3 Aug 2026
Skydance Corporation	Did Situational Awareness inflate the AI bubble?	-	30 Jul 2026
Nebius Group N.V.	Did Situational Awareness inflate the AI bubble?	-	30 Jul 2026
Bloom Energy Corporation	Did Situational Awareness inflate the AI bubble?	-	30 Jul 2026
Sandisk Corporation	Did Situational Awareness inflate the AI bubble?	-	30 Jul 2026
Nebius Group N.V.	July 2026 Random Ramblings	-	27 Jul 2026
NVIDIA Corporation	July 2026 Random Ramblings	-	27 Jul 2026