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Month: May 2018

Some things and ideas: May 2018

Posted On May 31, 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 […]

Senvest could be hitting an inflection point $SVCTF

Posted On May 29, 2018
Small upfront disclaimer: Despite a ~$500m market cap, the company this write up will ultimately  focus on, Senvest (SVCTF in the US; SEC in Canada; disclosure; long the US shares), is on the illiquid side (~1k shares trade a day) as insiders own ~50% of shares. Be aware of that illiquidity, and (as always) do […]

Now could be the time to tune into $MSGN

Posted On May 24, 2018
I’ve mentioned MSGN (disclosure: long) a few times on this blog (here and here); I did a fuller write up in the wake of sports betting legalization and thought I'd share it here as well. Enjoy! On Monday, the Supreme Court struck down a law that banned commercial sports betting. MSG Networks (MSGN; disclosure: long) […]
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