Yet Another value blog

Yet Another Value Blog is written by Yet Another Value Blogger (aka Andrew Walker). I am a portfolio manager at Rangeley Capital and a co-host of the Rangeley Capital Podcast.You can follow me on Twitter here, or you can send me an email at the name of this blog @rangeleycapital.com.. Why do I write Yet another blog on the stock market, event driven ideas, and value these Yet Another Value Podcast We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas Welcome to Yet Another Value Blog Premium. Investment Theses. Monthly Thoughts & Ideas. Premium: A SPAC deal leads to a special sit (Paywall) Posted On May 4, 2021. Let me start this idea off with a disclaimer: it's risky. If the idea doesn't work, the downside is substantial Welcome to Yet Another Value Blog (substack). This site is the new home for the work I've been doing for years at yetanothervalueblog.com ; I simply moved it over to substack because the I liked the platform more and it allowed me to spend more time on researching and writing and less time on technical headaches

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  1. My 2021 state of the markets was entitled speculative excess and opportunity everywhere. No where is that speculative excess more exuberant than in the SPAC market. but that excess is creating incredible opportunities in tangential plays. Consider, for example, my post last year on Worthington (WOR; (July 2020 idea
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  3. We migrated a popular stock analysis blog from Google Blogger to WordPress. We had to manually save the Blogger posts a... Yet Another Value Blog - Isotropic Desig
  4. I think we all know the tax implications, and why buybacks are preferred. But I was discussing it in another thread, and did a sample scenario
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  6. The name, Yet Another Value Blog, suggests it's just another run of the mill finance blog. I can promise you, that's not the case. Andrew is one of the most thoughtful finance writers out there in my opinion, particularly his thoughts on the cable and the media industry
  7. g settlement of litigation could push shares significantly higher. Nov 18, 2020: 1: Share . The most dangerous words in investing are this time is different

Let me just start with the bottom line: going forward, I'm moving the entire blog over to substack. If you want to keep getting new posts in your inbox/rss feed (or wherever you get it), please subscribe here (if you subscribe to the premium site, you shouldn't need to do anything; we worked with substack to make sure you were already set up over there) Yet Another Value Blog Premium. Subscribe. About; Archive; Help; Log in; July monthly premium post One idea and four updates. Jul 13, 2020: 2: 4: Share . Hi subs, Lots to talk about this month (though I feel like I say that every month)! But, first, thank you so much for subscribing to the premium site

  1. Yet the market is willing to ignore all of those details and just value CCIV at 3.5x trust simply on the rumors of a Lucid merger. I've ranted before about how wild SPAC valuations are. Because SPACs have no operating synergies with their target companies, they generally strike deals to go public by paying the highest price for a company
  2. I love writing this blog. There are tons of great things about writing a free blog that is read by literally dozens of value investors, but the best thing about writing a blog without any oversight or editor or agenda is that I can write about whatever is obsessing me at the moment (though the legions of groupies are a close second in the best things about writing a narrowly trafficked value.
  3. d with the result of yet another testing model: Value - Information - Processes - Tools. For me this model really is a cul
  4. Interviews with value investors discussing their favorite stock ideas
  5. 159k members in the SecurityAnalysis community. Press J to jump to the feed. Press question mark to learn the rest of the keyboard shortcut
  6. Yet Another Comics Blog Ramblings on things directly and tangentially related to comic books. Wednesday, May 19, 2021. Covered The Comics Curmudgeon The Comics Reporter Comics Should Be Good Comics Waiting Room Comics Worth Reading comics.212 Comicsgirl Continuity Error!.

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Value types and reference types are the core concepts in Swift. Let's study what are value and reference semantics; how Swift structs and classes are stored in memory; compare Swift structs and classes performance and suggest when to use what Seth Godin's Blog on marketing, tribes and respect. You have unread updates 0. Search. Search for: Yet another idea worth stealing. Alas, it's not mine. Howie Jacobson is awfully smart. And sometimes, I write sales copy that appeals to my values

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A blog of yet another quirky guy out there About Digital, Analog and Invisible (hyper)links CJ Eller was spot on when he realizes (or reminds) the real value of human interactions — an analog hyperlink — even if they are not translated into bits flowing through the web SwiftUI has a preference system that enables us to pass key-value pairs up the view hierarchy. The process is next: Implement custom PreferenceKey, which is a named value produced by a view. In a child view, attach a key-value pair. Yet Another Swift Blog. our partners use cookies to personalize your experience, to show you ads based on your interests, and for measurement and analytics purposes. By using our website and our services, you agree to our use of cookies as described in our Cookie Policy.. Opaque and Managed Swift Pointers. Apart from the family of unsafe types, Swift has four more pointers: OpaquePointer - a pointer for which we do not know the type of data it points to. It can be that the type of pointee is determined by the value of some other variable or cannot be represented in Swift .; Unmanaged - a manual-memory-managed pointer

Decoding high_value and low_value January 3, 2010 Posted by mwidlake in internals, performance. Tags: data dictionary, performance, SQL trackback. There is an update to this post here> . The table DBA_TAB_COLUMNS holds the LOW_VALUE and HIGH_VALUE for columns. This information is potentially very useful to us, especially as when the CBO looks at a WHERE clause on a column for a given value. Yet Another Test Suite is a suite of tests for calibrating your 3D Printer. The goal of this specific suite of tests is that they are easy to read, quick to print, and cheap. This page is made to act as a directory for finding all of my tests in one place Yet Another Dynamics AX Blog I have been working with Dynamics AX, now Dynamics 365, since 2009 and I am excited to work with such an amazing platform for building business solutions. Friday, January 25, Oh, and also worth mentioning, the account name must be unique Yet another blog about Segment Routing-Part 1. It is possible that different nodes can have different SRGB values either because the operator configured or due to vendor implementation differences and hence the absolute Node-SID value associated with an IGP Prefix Segment can change from node to node Yet Another Dynamics AX Blog I have been working with Dynamics AX, now Dynamics 365, but the solution I went for was to make sure that the ValidTo always returns the time part at the max value, which is 23:59.59.000 (AX doesn't operate on the milliseconds, as far as I know)

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Yet Another Dynamics AX Blog I have been working with Dynamics AX, now Dynamics 365, since 2009 and I am excited to work with such an amazing platform for building business solutions. Monday, February 7, 2011. Property value is not valid when setting datamethod in Dynamics AX SSRS Repor Welcome to my blog entitled Yet another SEO blog. I'm aware there are a lot of SEO blogs out there at the minute, as it seems to be a hot topic right now. Why I started this blog

Welcome to Yet Another Value Blog (substack

In this blog, I am going to explain how to hide some characteristics which are no longer relevant because of some value in other characteristic. Though this topic has been discussed here by Ritesh Dube and working perfectly when we write the dependency at Configuration Profile level, I felt it is not working correctly when you assign the dependency to the characteristic Yet Another Arduino Blog Arduino projects about LED animations and small robots. Pages. Home; Arduino Light The first part of the OScope project is to implement the Arduino sketch to read the input values from an analog pin. Do not waste time waiting for the next sample allowing to execute additional logic in the loop function Yet another C++ blog. Menu. About; Search for: Often, passing and returning by value results in code that is both clearer and safer. This in itself is a compelling argument, speed considerations aside. (more) Posted in programming and tagged c++, c++11, optimization, programming on 2014/05/11 by juanchopanza COMMAND_TYPE Values December 10, 2009 Posted by mwidlake in internals. Tags: data dictionary, documentation, SQL trackback. Follow-up post on finding most of the COMMAND_TYPES in the data dictionary is here and thanks to Christian Antognini who's comment led me in that direction.. Spoiler - See end for getting a full list of COMMAND_TYPE values They posted on the same topic 1. On Friday, July 24 2009, 12:32 by DotNetKicks.com. Ambient, diffuse, emissive and specular colors, some. You've been kicked (a good thing) - Trackback from DotNetKicks.com..

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682 Followers, 436 Following, 373 Posts - See Instagram photos and videos from Yet Another Mum Blog (@yetanothermumbloguk Please tell me how can I do this ! What is wonderful is that the solution takes only one little line of code. One line of code. To keep it simple, the rendering of the UI is perform on the UI thread via the Dispatcher.It can be considered as a tasks processer, each of these task being assigned a priority.The rendering of the UI is one of these tasks and all you have to do is tell the. Tesla Announces Yet Another Capital Raise By Michele Jones of ValueWalk. Tuesday, Investors have also inflated the value of the automaker to more than the valuations assigned to its peers following the opening of the Shanghai plant, new battery technology and the rollout of the Model Y

Changing Default Parameter Values - Yet Another User for Hash Tabales In PowerShell, the hash table is an amazingly useful .NET class - for all sorts of things: With hash tables, you can: Pass a hash table and an object to Select-Object , and have the cmdlet add a calculated property to the object for later us Yet Another Test Suite: Stringing Test Go to My full list of 3D Printing Troubleshooting Guides This is the beginning of a larger suite of test prints I am developing that can be used to calibrate your 3D printer cheaply, and quickly Skipped Initial Sequence Value on Oracle 11.2 November 17, 2011 Posted by mwidlake in bug, Testing. Tags: bug, sequences, Testing trackback. I'm seeing an oddity with newly created sequences skipping the initial value. ie I create the sequence and the first use of it returns the value 2, not 1 Martin Widlake's Yet Another Oracle Blog. Oracle performance, Oracle [NUMBER,22] 3 - ADDR_ID[NUMBER,22] 4 - PERSON.ROWID[ROWID,10] -- Gives different values for columns derived from DBMS_RANDOM.VALUE -- There are SUM Enter your email address to subscribe to this blog and get mails about new posts. Join 352 other. The second part of a two-part blog series looking at bit manipulation in C#. Chris's coding blog C# Bit manipulation by example (part 2) February 02, 2011. The previous post explained { // If the mask value is 1, and the value is 1, it sets it to 1 // If the mask value is 1,.

22 May 2008 OpenID: Does The World Really Need Yet Another Username and Password? As we continue to work on the code that will eventually become stackoverflow, we belatedly realized that we'd be contributing to the glut of username and passwords on the web.I have fifty online s, and I can't remember any of them! Adding that fifty-first set of stackoverflow.com credentials is unlikely to. In a society in which nearly everybody is dominated by somebody else's mind or by a disembodied mind, it becomes increasingly difficult to learn the truth about the activities of governments and corporations, about the quality or value of products, or about the health of one's own place and economy

The goal of this article is to paint the big picture of how to use Combine framework in Swift. What is Combine. Combine is Swift declarative framework for processing values over time .It imposes functional reactive paradigm of programming, which is different from the object-oriented one that prevails in iOS development community.. Reactive means programming with asynchronous streams of values Yet another blogbut this time is mine :). Here you can find posts about things that I consider worth sharing. I hope you find it interesting. - kl0u/blog

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I got a blog-worthy surprise when I did a quick performance test on two different ways to use the new-ish (7.4) table expressions to perform a search on an internal table. My scenario involved internal table searches where the values would be missing a lot of the time The title may not be clear but I am talking about the entities that you extends on the client side using the fact that they are partial class. You may think as I was that if yo You use an IF statement to test a condition and to return one value if the condition is met, and another value if the condition is not met. In this tutorial, we are going to learn the syntax and common usages of Excel IF function, and then will have a closer look at formula examples that will hopefully prove helpful both to beginners and experienced users

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Reds at Dodgers, 7:10 p.m. Dee Gordon, SS Aaron Miles, 2B Andre Ethier, RF Matt Kemp, CF James Loney, 1B Juan Uribe, 3B Dioner Navarro, C Tony Gwynn Jr Yet another Sharepoint Blog Sql Server, Sharepoint, Microsoft PPM Project Server & Project Online BLOG Tag: aught sql exception: While converting a varchar data type to a datetime data type the value is out of the valid range Blackrock Acquires FutureAdvisor For $150M. This week, Blackrock announced that it was acquiring the robo-advisor platform FutureAdvisor, for an amount reported/rumored to be between $150M and $200M.According to a FutureAdvisor spokesman, the company had $600M of AUM at the time of acquisition, up from just over $230M last September (according to its last Form ADV Part II) Blog; YetiShare Now Includes 3 Free Additional Plugins - Worth $117.00! Support. Knowledge Base Support Forum Release History Video Tutorials. YetiShare Now Includes 3 Free Additional Plugins - Worth $117.00! By Adam posted on 1st January 2017. Hi all Its Month 11 of the Niche Site build. Excited to show all the statistics in Google Analytics and Console. My Recommended Products:How to build a Niche Site f..

Some things and ideas: March 2021 - Yet Another Value Blog

About Know Your Worth Movement Over the last couple of days a movement was started in a tweet to address the pay inequality in tech, especially for underrepresented groups like women and minorities. It proposes that everyone tweet out their pay to help achieve equal pay in tech Yet Another Dynamics AX Blog I have been working with Dynamics AX, now Dynamics 365, since 2009 and I am excited to work with such an amazing platform for building business solutions. Now the value you're looking for is Execute and you want to change that to FullTrust The ExcelGuru (Ken Puls) Blog; Yet another PowerPivot article: IF(HASONEVALUE(...)) If this is your first visit, then welcome! Be sure to check out the FAQ by clicking the link above. Register here so that you can post in the forums or comment on the articles Here's how to start a blog in 8 steps (takes less than an hour): When it comes to the technical side of things, starting a blog is actually really straightforward. All you do is: Find a nice blog domain name and register it.; Pick a blogging platform suitable for new bloggers - usually WordPress

Scott Hanselman is a former professor, former Chief Architect in finance, now speaker, consultant, father, diabetic, and Microsoft employee. He is a failed stand-up comic, a cornrower, and a book author When value has underperformed for so long, it's natural and proper that people wonder if it's ever going to work again. To test the popular explanations for why value investing is broken, Cliff tweaks the value factor's construction to remove the stocks that best fit these stories. He finds no this time is different explanation holds water, affirming our belief that the. Increase engagement & grow your business with Yet Another Mail Merge. Get more responses, more leads, and more engagement with personalized lead generation campaigns, event invitations, promotions, email newsletters, surveys, and more. Lead generation Improve your lead gen processes with YAMM

This blog is focused on New Asset accounting for ledger approach in multiple currency environment. New Asset Accounting is the only Asset Accounting solution available in S/4 HANA, classic Asset Accounting is not available any more Yet another food blog. Home; Powered by Create your own unique website with customizable templates. Get Started. W atches Are Yet Another Easy Way Rich People Make which has evolved from a one-man watch blog to a market-moving editorial and e-commerce That watch is worth at least $75,000.

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Medium is an open platform where readers find dynamic thinking, and where expert and undiscovered voices can share their writing on any topic This is the third in a series of postings outlining the basics of best practices when coding against Oracle in the various languages. In Oracle Performance Survival Guide (and in it's predecessor Oracle SQL High Performance Tuning) I emphasise the need to use bind variables and array processing when writing Oracle programs.The book provides examples of both in PL/SQL and Java, while these. Yet Another DataTables Column Filter (yadcf) 0.9.3.beta. This jQuery plug-in allows the user to easily add filter components to table columns, the plug-in works on top of the DataTables jQuery plug-in

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But although the blog is going to be longer this time I stick to the usual pattern from my past blogs: I try as usual to find the balance in explaining the many new features in dedicated sections which you can read stand-alone and in a way that enough deep dive information is shared but also non-time experts understand what the new feature is about The cost of acquiring a new customer speaks directly to several issues that have a profound effect on your app's value. Essentially, the amount of money that your company spends to acquire a new customer needs to be reasonable when compared to the amount of money that a customer represents to you, also referred to as customer lifetime value (CLTV) And yet they're proposing it anyway. That suggests they know something you don't. And if they have deep domain expertise, that's probably the source of it. Such ideas are not merely unsafe to dismiss, but disproportionately likely to be interesting. The rewards for working on new ideas are weighted by the value of the outcome Yet another T&L blog? We know what you're thinkingReally? Another blog on teaching and learning? Don't we have enough people writing about this? Do we really need another place for the sharing of opinions, experiences and resources Just another WordPress sit

Backing some litigation - Yet Another Value Blo

By now you will have seen the announcement of our intent to acquire Carbon Black. This is a major milestone for VMware and for the security industry at large. It is the culmination of several years of work executing on our vision and strategy for security. Together, VMware and Carbon Black, we will redefine security Jen started this blog in May of 2008 one night when she was bored. She honestly never thought anyone would read it. Anyone who has ever smeared frosting on a baked good has made a Wreck at one time or another, so I'm not here to vilify decorators: Cake Wrecks is just about finding the funny in unexpected, sugar-filled places

Moving to substack - Yet Another Value Blo

100+ new Venture Capital Jobs posted each month, with new jobs added each week. Plus tips on how get a Venture Capital Job and make your application stand out to VCs. Curated by John Gannon and team 10 examples of unique selling propositions done right 1. Saddleback Leather . One of the first things that you notice about Saddleback Leather's site is their famous tagline: They'll fight over it when you're dead. It's a sentence that immediately conveys the unique value of Saddleback's products in their signature irreverent tone: this product is built so well it will outlive. People expect the stories in their feed to be meaningful to them — and we have learned over time that people value stories that they consider informative. Something that one person finds informative or interesting may be different from what another person finds informative or interesting — this could be a post about a current event, a story about your favorite celebrity, a piece of local.

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A Lucid look at the SPAC-craziness: $CCIV deep dive - Yet

We are extremely excited to announce the imminent launch of five new journals, our first new launches in fourteen years.These new journals are unified in addressing global health and environmental challenges and are rooted in the full values of Open Science This blog addresses the question of how SpaceX's Starship could be used to ferry people and cargo to and from the Moon under a variety of different situations. It follows on from previous posts on Starship and Artemis, and Starship as a mechanism for space transport post scarcity Now the company has pushed out yet another out-of-band update which it -- and countless Windows 10 users -- will be hoping gets things sorted once and for all. See also: Advertisement

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Talking my obsessions #1: Peloton's recall $PTON - Yet

HubSpot's Blog for marketing, sales, agency, and customer success content, which has more than 400,000 subscribers and attracts over 4.5 million monthly visitors Explore ideas worth spreading. Menu ideas.ted.com Explore ideas worth spreading. How to support a friend or family member who's struggling with their mental health Every person's experience is different, so what's the best way for you to show up for them? Mental health advocate Sahaj Kaur Kohli provides you with 8 dos and 8 don. One of the things I like to do on my blogs is bust commonly held myths that I think matter. (I'll save that rant for another day). Yet in 2010, a mere eight years.

Yet Another Testing Model: Value - Information - Processes

Seahorse Spotted In The Hudson River, Marking Yet Another Hopeful Sign Of Spring By Sydney Pereira April 18, 2021 2:37 p.m. The first. Blog. Build It Better With Slate & Holly. Date: March if you're searching for a way to provide value to your agents, Product Updates. Introducing Placester account access on your mobile device! We're making yet another leap towards simplifying the management of your real estate website with Placester. View article. New Feature: Add. Another approach to determining the value of a website, specifically sites that have yet to be monetized but have traffic, is the traffic value method. To do this, the buyer must research the top key phrases that drive the majority of search traffic to the site New features provide peace of mind, help you stay in the flow and connect to the information you want The last few weeks have been unlike anything I've ever experienced. As a working mom I'm certainly used to having a full schedule, getting pulled in different directions, balancing the needs of my family with those of my job, and generally feeling stretched Yet Another Dynamics AX Blog I have been working with Dynamics AX, now Dynamics 365, since 2009 and I am excited to work with such an amazing platform for building business solutions. Monday, October 2, 2017. Importing users in D365 Operations using Exce

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