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Month: July 2018

Some things and ideas: July 2018

Posted On July 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 […]

A single so far, but the Braves could turn into a home run $BATRA

Posted On July 27, 2018
About a year ago, I wrote up the Liberty / Atlanta Braves (BATRA; disclosure: long). Shares were trading at around ~$23/share then and are a hair over $25 today, so the results so far have been acceptable but far from a home run. I think that’s set to change in the near future. A combination […]

The Theft of GGP: Special Situations Analysis

Posted On July 23, 2018
In my previous post (The Death of Malls and the Theft of GGP), I talked about the death of Class A malls and how I thought BPY was stealing GGP. I also mentioned that there was a serious special situations angle to the deal, which I’ll cover in this post. BPY (which is controlled by […]

The Death of Malls and the Theft of GGP

Posted On July 23, 2018
At the end of last week’s post (Plagiarism and Adding Value), I mentioned I wanted to discuss an idea from this podcast from Modest Proposal. The idea I wanted to expand on is the “death of malls” thesis. The basic thought here is simple: there’s no doubt a lot of malls are in trouble (class […]

Plagiarism and Adding Value

Posted On July 18, 2018
Recently I had been nursing two ideas that I thought were really unique / interesting: In my June links post, I included this bullet: “SKAM the radical teen drama that unfolds one post at a time: can’t believe it’s taken this long for people to really experiment with incorporating social into “tv shows” / entertainment.” […]

Some $DVMT updates and additional thoughts

Posted On July 5, 2018
Now that I’ve had ~72 hours to reflect on getting screwed by Dell / talk to some other Dell victims (disclosure: long DVMT), I wanted to provide a quick update to my Tuesday write up. In general, I think everything I said was within the realm of reasonableness. The biggest pushback I got was on […]

Some thoughts on getting screwed by Dell $DVMT

Posted On July 3, 2018
Yesterday, Dell announced a reverse merger into their tracking stock (DVMT, disclosure: long). The tracker was already a very popular position among more event value investors; combine that popularity with the new deal’s complicated structure, huge leverage at the Dell stubco, and the potential for an activist to step into the current merger, and I […]
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