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Month: March 2018

Some things and ideas: March 2018

Posted On March 26, 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 […]

Comcast and the "curse" of "diversified holdings" companies $CMCSA

Posted On March 21, 2018
I was swapping thoughts back and forth with a few people on Comcast (disclosure: long) and the cable industry in general last night and thought I'd put some pen to paper. The reason for the "thought swap" was (obviously) Comcast's recent bid to buy Sky, which is what I want to focus on here (I'll give […]

Lennar Share Class Arbitrage $LEN

Posted On March 19, 2018
In my annual letter, I included a section on finding opportunities to take advantage of the rise of indexation. I know that simply saying “we are taking advantage of increased indexation” is a bit of a nebulous statement and something that almost every small / value fund manager says; in general, they simply mean “we […]
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