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Year: 2018

$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 […]

Some things and ideas: October 2018

Posted On October 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 […]

Games Workshop (GAW) (Search for IP Series Post 1)

Posted On October 16, 2018
In my last post I introduced my new “search for IP” series. Today’s post is the first entry into the series: Games Workshop (GAW; trades in London). If you have any thoughts on the company or suggestions for new entries in the series, I’d love to hear them!

Introducing the "Search for IP" Series

Posted On October 12, 2018
One of my core beliefs about the world moving forward is that “elite / must have” IP (intellectual property; here just using it to refer to unique stories and characters like Star Wars or James Bond) that appeals to a wide swath of people is going to become increasingly valuable as we move into an […]

Some things and ideas: September 2018

Posted On September 27, 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 […]

Is CVR prepping for a sale? $CVRR $CVI

Posted On September 24, 2018
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 […]

My mixed feelings on broadcasters $NXST $SBGI $TRCO

Posted On September 7, 2018
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 […]

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 […]
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