Special situations
Investigates corporate events and unusual structures where a security’s price may require more explanation than simple valuation ratios.
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Perimeter Reading / Investing
Yet Another Value Blog
Andrew Walker
Equity research focused on special situations, misunderstood businesses and unusual market setups, with detailed investment theses, risk discussions and follow ups on earlier ideas.
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The publication
What to expect.
Yet Another Value Blog is a research publication for readers willing to work through a company specific investment argument. Andrew Walker examines special situations, unusual corporate structures and businesses whose circumstances may be poorly understood. Paid coverage includes at least one full investment writeup each month, along with updates and podcast transcripts; free access lets readers sample the approach. The useful unit is the complete thesis, including risks and what has changed, rather than a ticker detached from its supporting analysis.
Who it’s for
Experienced individual investors and equity researchers who enjoy detailed company work, special situations and testing a thesis against its risks and possible catalysts.
Inside the reading
Its areas of focus.
Company investment cases
Builds detailed equity arguments around business conditions, valuation, potential changes and the risks that could undermine the thesis.
Ongoing research
Revisits earlier ideas and provides podcast transcripts so readers can follow how an investment argument develops over time.
The Desk’s reading note
Make the read useful.
Read the risk section and subsequent updates alongside the original thesis before deciding whether the setup still exists.
Keep a question, an idea to investigate, or a source to return to in your saved notes.
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