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Month: July 2017

More questions at FranklinCovey $FC

Posted On July 27, 2017
Bill Ackman coined (or perhaps stole, IDK) the “return-on-invested-brain-damage” calculation. His basic thought is to figure out what the potential return from an investment is and weigh it against the effort and complexity required to unlock that value. If it’s a super complex and difficult situation with limited return, pass. If it’s massively difficult but […]

Some Thoughts on Stock Dilution Part 2 $RLJE

Posted On July 25, 2017
Note: this is part two in a series that started discussing stock dilution and Turning Point Brands (TPB); please see part 1 here. RLJ started as an SPAC by Robert L Johnson, who founded BET. The results have been a disappointment, but in the past year there were some signs that the company was turning […]

Some Thoughts on Stock Dilution Part 1 $TPB

Posted On July 25, 2017
Note: this article started out as one article, but I decided to split it into two separate articles and link the two of them to 1) make it easier to link to specific ideas in the future, 2) break up what was becoming a long article, and 3) because #pageviews. You can find Part 2 […]

Brave deeper into the Liberty complex $BATRA

Posted On July 13, 2017
I’ve got a few other companies I wanted to write about, but given their shareholder webcast is early next week, my last post was on LVNTA (which I am very long), a tweet on them drew a nice response, and I am trying to convince Greg Maffei to let me race the Freeze at the […]

Liberty Ventures GCI merger set to unlock significant value $LVNTA $GNCMA

Posted On July 6, 2017
Liberty Ventures (LVNTA) trades at a deep discount to net asset value (NAV) NAV is certainly understated After the GCI deal goes through, LVNTA should become a share repurchase machine and will likely be acquired at a nice premium in the next few years On April 4, Liberty Ventures (AKA Ventures; ticker: LVNTA / LVNTA; […]