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Month: August 2018

Some things and ideas: August 2018

Posted On August 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 […]

Hoping Hill's Restatement Isn't Too Big a Hill to Climb $HIL

Posted On August 20, 2018
Upfront Disclaimer: Hill (HIL or HILI; disclosure: long) is on the smaller end (market cap well under $500m), was just delisted / trades OTC, and is well behind on their financials. Risks are obviously elevated here; please do your own research as nothing on this blog is a recommendation.   This is now the 3rd […]

Some notes from the spectacular Tribune Sinclair lawsuit $SBGI $TRCO

Posted On August 13, 2018
I’ve been looking at the local broadcasters (Nexstar, Tribune, Sinclair, etc.) recently (no position in any of them currently) due to a combination of curiosity, cheapness, and interest in the sector given overlap with a lot of my cable / telecom investments. I might have a (much) longer article on them at some point on […]

Semi-Case Study / Background on Aimia $GAPFF

Posted On August 6, 2018
Almost exactly a year ago (August 15th, to be exact) I started research on (and took a small position in) Aimia (ticker: GAPFF, disclosure: long the equity and preferreds in roughly equal size). The investment has had ups and downs (the prior management team almost ran the company into the ground through a combination of […]

Some updated thoughts on Charter post earnings $CHTR

Posted On August 1, 2018
In general, I don’t like to write follow up pieces on the blog. It’s way more fun to research and write about new companies / situation / ideas, and I think it’s more fun for you (the reader) to read about new things as well. So I tend to avoid follow up pieces unless I […]