HeyJaredYet Another Value Blog
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
- Indexed issues, last 90 days
- 20
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 25, 2026
Latest issues
Another (premium) dark arts basket, part 1 (opens the original)
Read excerpt
As I mentioned in Monday’s post, it would be totally fair to accuse me of being “corporate governance” pilled this year. However, while I do try to catch every dark arts play, I try to be pretty sele… Read more
Dark arts or infinite reload? $TTD’s CEO options and the repricing proxy (opens the original)
Read excerpt
It would be totally fair to accuse me of being “corporate governance” pilled, as most of the investments I’ve made so far this year have had some type of “dark arts” style theme to them. I’m ok with that accusation; I wish I had leaned heavier into the signals as, while there have certainly been a few clunkers, on the whole the play / thesis has worked out pretty well. I try to look through all dark arts plays (at least all of them that I catch, though I think I’m pretty good at catching most of
Before you fade Muse, use it for 72 hours (opens the original)
Read excerpt
I’ve spent a lot of time writing about and playing with the new wave of consumer AI agents (mainly Muse, with a little bit of Instinct mixed in). Those posts have generated a ton of inbounds, and they largely land on two extremes. On one end: “consumer agents are the most overhyped product since Google Glass / Apple Vision Pro and will have minimal impact on real businesses.” On the other: ̶
September 2026 Random Ramblings (opens the original)
Read excerpt
My monthly random ramblings for September 2026. Topics discussed includes interest rates and why they’re not acting as financial gravity (yet), evolving from your mentors, and overconfidence versus impostor syndrome in investing.This podcast is sponsored by fiscal.ai<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!mvyn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8371109d-f0e0-4093-99c9-d
Musings on Muse: the inertia sell-off looks too broad (opens the original)
Read excerpt
I’ve obviously been really excited and curious about the rise of consumer AI agents. I’ve mentioned them in two articles in just the past week, and I’ve spent a lot of time over the past few days interacting with Muse and pushing it to see what it can and can’t do. As of a few days ago, my general (markets related) takeaway is that Muse is pretty damn bearish for just about anything that relies on consumer inertia (OTAs, subscription services
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.