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 […]
I generally shy away from more cyclical companies. It’s not that I have an issue with buying companies whose results can swing based on a commodity price or something; it’s just that I don’t think I have much edge in looking at cyclical companies. Plus, I find it easier to think about / look at […]
This will not come as a surprise to frequent readers, but the two topics I spend most of my time thinking / reading about are sports media (a recurring theme in my monthly “some things I like” is a sports media update) and the cable business (though honestly I think calling it a cable business […]
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