A collection of equity and credit investment ideas (and occasional thoughts and rambles on financial markets investing).
Not Investment advice - do your own due diligence
Value investor | Former hedge fund Partner and Portfolio Manager | Over 13 years of institutional experience in the hedge fund industry, investing across the capital structure with a long-short event-driven strategy
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Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 30+ actionable event-driven and special situations - each week.