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Month: August 2017

Conversation on $MSG

Posted On August 24, 2017
I went on Hedgeye to discuss our investment in MSG (disclosure: long). The video is ~17 minutes long; I have a feeling you'll like it if you follow this blog.

Do insiders think $DFRG sell-off is a rare opportunity?

Posted On August 7, 2017
It’s pretty rare these days to find a U.S. stock that simply no one has heard of or taken a look at. When I stumble on a stock, the first thing I do is search my email to see if I’ve emailed anyone about it and then check VIC and Sumzero to see if it’s […]

Is $RSO too discounted?

Posted On August 3, 2017
Note: I wrote this over the weekend and meant to post before earnings came out, but I got distracted by the tragedy that is AMC. RSO reported earnings last night and filed an 8-K with a bit more info on their LCC sale on Tuesday, so some of the numbers here are slightly stale, but […]

$AMC : That escalated quickly

Posted On August 2, 2017
Well, that escalated quickly. I mentioned AMC (disclosure: long, unfortunately) on the blog ~a month ago. Last night, the company provided preliminary Q2’17 and FY17 guidance that could only be described as disastrous. The stock has certainly responded today, down ~25%, and the rest of the movie theater sector is performing much better (NCMI down […]