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One more reminder: substack move

Posted On May 28, 2021
Sorry to be a pest, but a final reminder that I've moved the blog to substack! Please be sure to subscribe / follow there; in addition, I believe we got most premium subs imported over, but if you're a premium sub and you didn't get / can't access today's May premium update, please shoot me […]

Reminder: moving to substack

Posted On May 24, 2021
As I announced last week, I'm moving the whole blog over to substack. If you want to continue to follow the blog, please head on over to substack and subscribe. If you're a premium sub, we managed to get ~95% of premium subs properly imported over to substack, but it does seem like a few […]

Moving to Substack

Posted On May 21, 2021
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 head on over to substack and subscribe there (if you subscribe to the premium site, you don't need to […]

Some more $DISCA / $T ramblings

Posted On May 18, 2021
It's crazy how fast things can change in any part of the corporate landscape once the right dominoe falls. Last week, basically every major media and telecom company was presenting at Moffettnathanson's conference. I follow the media and telecom space pretty closely for reasons that are very obvious to longtime blog readers (my largest positions […]

Some $DISCA / $T ramblings

Posted On May 16, 2021
Let me start this post by noting two things: I've been short T for a longtime, and I'm long DISCA (and a few other Malone holdings). I just put that out there for both disclosure stake and so that you know I might be coming at this with a slight bias. Anyway, this morning I […]

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

Posted On May 6, 2021
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 […]

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. So please keep that in mind; sizing this properly is critical because the downside is so large (and, of course, nothing on this site is investing advice!). That said, I think this is one of […]

Some things and ideas: April 2021

Posted On May 1, 2021
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

April 2021 premium update (paywall)

Posted On April 29, 2021
Hi subs, Before we get to the updates- first, thank you so much for subscribing to the premium site! Second, a quick housekeeping. This month’s housekeeping has three parts: I mentioned it in my 2021 vision, but my goal for the premium site is simple: 2 posts/month (24 posts a year). One of the monthly posts […]

What happens when SPAC deals start failing?

Posted On April 26, 2021
Regular readers don't need a reminder, but I've been more than a little obsessed with SPACs recently. Almost all of my recent public posts and ideas have mentioned SPACs in some form, and I even did an interview with ReutersGMF entirely focused on SPACs. The reason I'm so obsessed is simple: while, as a whole, […]
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