Posted On December 29, 2017
This post is a continuation of yesterday’s post on Yume (disclosure: long). Yume represents idea 3 in my 3 part “Christmas present” series. You can find part 1 (DVMT; disclosure: long) here and part 2 (HRG; disclosure: long) here. In yesterday’s post, I left a bit of a cliffhanger in the section on deal close. […]
Posted On December 28, 2017
In general, I’ve tried to use this blog to focus on deeper dive / in depth looks at companies and situations. But, as my Christmas present to you, this week I’m going to “present” (pun intended) three (note: I was planning four, but unfortunately decided not to present one due to illiquidity) of my favorite […]
Posted On December 27, 2017
In general, I’ve tried to use this blog to focus on deeper dive / in depth looks at companies and situations. But, as my Christmas present to you, this week I’m going to “present” (pun intended) three (note: I was planning four, but decided not to present one due to a combination of extreme illiquidity […]
Posted On December 26, 2017
In general, I’ve tried to use this blog to focus on deeper dive / in depth looks at companies and situations. But, as my Christmas present to you, this week I’m going to present (pun intended) four of my favorite special situations in a bit of a shallower manner; instead of a full deep dive, […]
Posted On December 21, 2017
Happy Holidays! As a regular reader of this blog, I bet you’re wondering what I’m getting you for Christmas? Well, let me start by reminding you that this blog is free and you’re really greedy to be asking for something... just kidding, of course I’m getting you something! Next week I’ll be posting four of […]
Posted On December 18, 2017
I feel like I do this once a quarter, but sorry for the lack of blog posts recently! I’ve been looking at a bunch of different things, but unfortunately nothing has struck me to blog about. I am saving up a few ideas for a (hopefully) fun end of the year post though. Anyway, here […]
Posted On November 17, 2017
Some follow ups from the Liberty Investor Day and some other stuff I liked Liberty Investor Day As mentioned, I went to the Liberty Investor Day yesterday. It was good meeting up with a bunch of you; sorry if we had messaged back and forth and we didn’t manage to connect! I didn’t realize the […]
Posted On November 13, 2017
Given my obsession with Charter (disclosure: long) and the different Liberty trackers, it would be investing malpractice for me to skip the Liberty IR day this week, so I'll be heading there for the full day Thursday. If you're a fellow Liberty groupie and are planning on going / would like to meet up, shoot […]
Posted On November 7, 2017
My last post on New York REIT (NYRT; disclosure: long / bagholder) was quickly followed by two announcements the company had sold 3 buildings in total (1440 Broadway and 229 W 36th / 256 W 38th). I’ve gotten a ton of questions on the sales, so I figured I’d post something quickly discussing the sales. […]
Posted On November 7, 2017
I've written several times about what a mammoth bagholder I am in AMC Entertainment (AMC; disclosure: sadly long). Sure, the box office has been awful this year, but much of the company’s problems have been self-inflicted. They did three mammoth acquisitions within a year, their big U.S. acquisition (Carmike) has been a disaster, and with […]
