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Yet Another Value Blog
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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Perimeter People / Newsletter author · Yet Another Value Blog
Andrew Walker
Andrew Walker is a portfolio manager at Rangeley Capital and the writer of Yet Another Value Blog. He also hosts Yet Another Value Podcast. His publication has covered equities for more than a decade, with an emphasis on special situations, unusual capital structures and investment cases where detailed research may reveal overlooked value.
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Profile checked September 18, 2026. Editorial notes are Perimeter’s interpretation.