Posted On December 31, 2018
Some random thoughts on articles that caught my attention in the last month; this month may be a bit lighter than most given the holidays! Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in […]
Posted On December 17, 2018
Back in February, I wrote Markets in (semi)Panic. At the time, markets were down ~5% on the year and ~10% from their all time highs they had reached just a few weeks before.
Posted On December 17, 2018
Last week, I introduced this year’s Christmas Ideas series, presented some “honorable mentions,” and introduced my first "Christmas Idea," Radisson (RADH; disclosure: long). Today, I’m diving into my second Christmas Idea: Telecom Italia Savings Shares (TITR, trades in Italy. Disclosure: this is a semi-illiquid international stock which I am long; please do your own due diligence).
Posted On December 14, 2018
Earlier this week, I introduced this year's Christmas Ideas series and presented some "honorable mentions." Today, I'm diving into my first Christmas Present Idea: Radisson Hospitality (RADH, trades in Stockholm. Disclosure: this is a semi-illiquid international stock which I am long; please do your own due diligence).
Posted On December 13, 2018
In yesterday's post, I introduced my Christmas Ideas for 2019 series (I wrote it early morning and somehow managed to misspell Christmas in the title; a misspelling that will live in infamy on twitter for the rest of time). Today I wanted to run through some "honorable mention" ideas that I thought about profiling for […]
Posted On December 12, 2018
For Christmas last year, I offered a corny segment where I presented (pending pun intended) 3-4 ideas to readers as a Christmas present. I hope you’re not offended, but I’ve decided to “give” you the same thing this year and write up three to four ideas again. Obviously I’m lazy, so rather than write up […]
Posted On December 7, 2018
I’ve written about cable a lot on this blog, and Charter represents, by far, my largest position (which I’m long through GLIBA / LBRDA), so it’s no surprise that a lot of the inbound contacts / questions I get relate to cable (I sometimes worry that I live in a cable bull echo chamber, since […]
Posted On December 3, 2018
I love to read. And, as a semi-avid reader (my level of reading tends to ebb and flow inversely with how much time I’m spending working; over the past few months I’ve found myself tilting harder to work than reading), I’ve thought a lot about writing a book. Because most of my reading time is […]
Posted On November 30, 2018
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]
Posted On November 26, 2018
Today’s post is the second in my “search for IP” series (you can find my first post on Games Workshop here). If you have any thoughts on the company or suggestions for new entries in the series, I’d love to hear them!