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Month: November 2018

Some things and ideas: November 2018

Posted On November 30, 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 […]

CD Projekt (CDR) (Search for IP Series Post 2)

Posted On November 26, 2018
Today’s post is the second in my “search for IP” series (you can find my first post on Games Workshop here). If you have any thoughts on the company or suggestions for new entries in the series, I’d love to hear them!

$YELP's Quarter Got Negative Reviews, But It Could Be A Five Star Opportunity

Posted On November 20, 2018
This post ran a bit longer than I would have liked. Normally I’d try to trim the post a bit, but it’s Thanksgiving week and in the spirit of Thanksgiving I’m going to leave all the “fat” on this post. To sum it up: I’m long Yelp, and believe the recent sell off presents an […]

Thoughts and notes from #LibertyInvestorDay 2018

Posted On November 16, 2018
It’s not a secret that I’m a Liberty fan-boy, and I’d suspect a decent percentage of my readers are as well. Liberty Investor Day was Wednesday (you can find the morning slides here),  and given the wealth of Liberty content (Malone’s interview with Barron’s, Malone’s interview with David Faber, Greg Maffei’s interview), I couldn’t help […]