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 […]
Posted On November 1, 2017
Some recent articles, podcasts, and other things that got me thinking: One of my favorite places to look for value in the stock market is publicly traded sports teams (I’ve previously discussed my investment in both MSG (disclosure: long) and BATRA (disclosure long)). My overarching theory with investing in sports teams is having them publicly […]
