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Month: December 2018

Some things and ideas: December 2018

Posted On December 31, 2018
Some random thoughts on articles that caught my attention in the last month; this month may be a bit lighter than most given the holidays! 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 […]

Markets in (Semi)Panic 2: Even more (Semi)Panic

Posted On December 17, 2018
Back in February, I wrote Markets in (semi)Panic. At the time, markets were down ~5% on the year and ~10% from their all time highs they had reached just a few weeks before.

Christmas Idea #2: Telecom Italia Savings Shares $TITR $TIT

Posted On December 17, 2018
Last week, I introduced this year’s Christmas Ideas series, presented some “honorable mentions,” and introduced my first "Christmas Idea," Radisson (RADH; disclosure: long). Today, I’m diving into my second Christmas Idea: Telecom Italia Savings Shares (TITR, trades in Italy. Disclosure: this is a semi-illiquid international stock which I am long; please do your own due diligence).

Christmas Idea #1: Radisson Hospitality $RADH

Posted On December 14, 2018
Earlier this week, I introduced this year's Christmas Ideas series and presented some "honorable mentions." Today, I'm diving into my first Christmas Present Idea: Radisson Hospitality (RADH, trades in Stockholm. Disclosure: this is a semi-illiquid international stock which I am long; please do your own due diligence).

Christmas Ideas for 2019: Honorable Mentions $CHTR $GLIBA $IAC $MSG $MEIP $GAPFF $CVI $I

Posted On December 13, 2018
In yesterday's post, I introduced my Christmas Ideas for 2019 series (I wrote it early morning and somehow managed to misspell Christmas in the title; a misspelling that will live in infamy on twitter for the rest of time). Today I wanted to run through some "honorable mention" ideas that I thought about profiling for […]

Christmas Ideas 2019 (Plus 2018 Ideas Follow Up!) $DVMT $AABA $SPB $RTHM

Posted On December 12, 2018
For Christmas last year, I offered a corny segment where I presented (pending pun intended) 3-4 ideas to readers as a Christmas present. I hope you’re not offended, but I’ve decided to “give” you the same thing this year and write up three to four ideas again. Obviously I’m lazy, so rather than write up […]

How Big of a Threat is 5G Fixed Wireless to Cable? $CHTR $VZ

Posted On December 7, 2018
I’ve written about cable a lot on this blog, and Charter represents, by far, my largest position (which I’m long through GLIBA / LBRDA), so it’s no surprise that a lot of the inbound contacts / questions I get relate to cable (I sometimes worry that I live in a cable bull echo chamber, since […]

$NRE: Limited Downside, Decent Upside, Tight Time Frame

Posted On December 3, 2018
I love to read. And, as a semi-avid reader (my level of reading tends to ebb and flow inversely with how much time I’m spending working; over the past few months I’ve found myself tilting harder to work than reading), I’ve thought a lot about writing a book. Because most of my reading time is […]