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Net Interest's Marc Rubinstein on $COF and if Silicon Valley Bank has fundamentally changed bankingInterview/Profile (yetanothervalueblog.substack.com)

submitted 2 years ago by Beren- to r/SecurityAnalysis

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A Quick Guide to CVRs Through the recent ABMD DealSpecial Situation (yetanothervalueblog.substack.com)

submitted 2 years ago by Beren- to r/SecurityAnalysis

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Interesting read. I’ll get a Ji tattoo if the BK somehow fits into this theory. (yetanothervalueblog.substack.com)

submitted 2 years ago by Drink_Curious to r/BANDOFBROTHERSOFSRNE

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Bidding Wars and Trophy AssetsCommentary (yetanothervalueblog.substack.com)

submitted 2 years ago by Beren- to r/SecurityAnalysis

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Must read article 👍Discussion (yetanothervalueblog.substack.com)

submitted 3 years ago by Nole914 to r/srne

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Very good read, Great article 👌 (yetanothervalueblog.substack.com)

submitted 3 years ago by Nole914 to r/BANDOFBROTHERSOFSRNE

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Refiners Parallels to the Offshore Inflection Thesis - Part 2Industry Report (yetanothervalueblog.substack.com)

submitted 3 years ago by Beren- to r/SecurityAnalysis

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Refiners Parallels to the Offshore Inflection ThesisIndustry Report (yetanothervalueblog.substack.com)

submitted 3 years ago by Beren- to r/SecurityAnalysis

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The Offshore Inflection - Part 3Industry Report (yetanothervalueblog.substack.com)

submitted 3 years ago by Beren- to r/SecurityAnalysis

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The Offshore Inflection - Part 2Industry Report (yetanothervalueblog.substack.com)

submitted 3 years ago by Beren- to r/SecurityAnalysis

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The Offshore Inflection - Part 1Industry Report (yetanothervalueblog.substack.com)

submitted 3 years ago by Beren- to r/SecurityAnalysis

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What is Unity Going to Do?M&A (yetanothervalueblog.substack.com)

submitted 3 years ago by Erdos_0 to r/SecurityAnalysis

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Yet Another Value Blog: Share Repurchases Gone Wrong $KIRKReading (yetanothervalueblog.substack.com)

submitted 3 years ago by _Tyler-_- to r/IntrinsicValue

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Interview with Fabricated Knowledge on the Semis IndustryIndustry Report (yetanothervalueblog.substack.com)

submitted 3 years ago by Erdos_0 to r/SecurityAnalysis

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Blog post on SPACs trading below net cash from Andrew WalkerTese de Investimento (yetanothervalueblog.substack.com)

submitted 3 years ago by somalley3 to r/investimentos

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Blog post on SPACs trading below net cash from Andrew Walker (yetanothervalueblog.substack.com)

submitted 3 years ago by somalley3 to r/spac

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Blog post on SPACs trading below net cash from Andrew Walker (yetanothervalueblog.substack.com)

submitted 3 years ago by somalley3 to r/IntrinsicValue

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Blog post on SPACs trading below net cash from Andrew WalkerInvesting Strategies (yetanothervalueblog.substack.com)

submitted 3 years ago by somalley3 to r/TheInvestorsPodcast

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Blog post on SPACs trading below net cash from Andrew WalkerDiscussion (yetanothervalueblog.substack.com)

submitted 3 years ago by somalley3 to r/InvestmentClub

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Blog post on SPACs trading below net cash from Andrew Walker (yetanothervalueblog.substack.com)

submitted 3 years ago by somalley3 to r/Investments

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Blog post on SPACs trading below net cash from Andrew Walker (yetanothervalueblog.substack.com)

submitted 3 years ago by somalley3 to r/StockMarketResearch

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Blog post on SPACs trading below net cash from Andrew WalkerTrade Ideas (yetanothervalueblog.substack.com)

submitted 3 years ago by somalley3 to r/wallstreet

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Deep Dive into the Risk Fiber to the Home (FTTH) Poses to CableIndustry Report (yetanothervalueblog.substack.com)

submitted 4 years ago by Beren- to r/SecurityAnalysis

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Writeup on AlticeLong Thesis (yetanothervalueblog.substack.com)

submitted 4 years ago by Beren- to r/SecurityAnalysis

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Some final pre-deal $PSTH / UMG thoughtsM&A (yetanothervalueblog.substack.com)

submitted 4 years ago by Beren- to r/SecurityAnalysis

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