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 […]
My investment thesis for CorePoint Holdings, the taxable spinoff from La Quinta (LQ, disclosure: long), was selected as the winner of the Ira Sohn Contest. It was a really cool experience to present at the conference; if my presentation ever makes it on youtube or CNBC I'll be sure to share a link (and if […]
I spent the morning trying to write a combo April Fool’s post / prank*. I’ve put the summary of the idea in the footnotes if you’re interested in it; ultimately I decided not to finish / post the article. But spending time on the article did get me thinking about April Fool’s and investing, and […]
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