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Month: June 2017

Charter: A levered return of capital story for the ages $CHTR

Posted On June 28, 2017
Charter is undervalued versus peers Insiders are very bullish on Charter and the company is buying shares back like crazy I don’t think the market realizes just how wild (in a good way) these share buybacks are yet Charter (CHTR; disclosure: I am net long this through different pieces of the Liberty complex) is a […]

Why the big decline, AMC? $AMC

Posted On June 23, 2017
Key investment thesis: AMC (disclosure: long) shares have recently dramatically under performed peers RGC and CNK (disclosure: short a non-life altering amount of both as a hedge), providing investors with an opportunity to invest in the company at a below peer valuation despite better growth prospects. AMC is the largest movie theater exhibitor in the […]

Case study: Tangoe acquisition $TNGO

Posted On June 22, 2017
So sorry for the lack of posts recently; I have been working on a few things that, for one reason or another, I didn't want to post on the blog. I'd expect a few more in the near future. Last week, Marlin closed on its deal to buy Tangoe (TNGO) for $6.50/share. We had acquired […]