Posted On December 13, 2019
It may be the middle of December, but the year is prepping to wrap up for me. I'm going on my honeymoon this afternoon, and while I have skillfully negotiated with my wife that I will be allowed to work a little during the honeymoon, there are limits to how much a man can negotiate....
Posted On December 12, 2019
First, and most importantly, this post is about Safehold (SAFE; Disclosure: I am short a small amount of SAFE. Shorting is crazy risky and probably shouldn't be done by anyone. I have openly admitted to having done roughly 100 escape rooms, so certainly consider how ridiculous I am as a source for any type of […]
Posted On December 5, 2019
Hi! Welcome to Part 3 of Yet Another Guide to media stocks. This part will cover everything sports rights, particularly ESPN and the Regional Sports Networks (RSNs). Before diving in, I'd highly encourage you to check out the intro section to the guide, which goes over why I'm doing this and dives into the most […]
Posted On December 4, 2019
Hi, I just wanted to post a quick update on my post on the Networks from earlier today.
Posted On December 4, 2019
Hi! Welcome to Part 2 of Yet Another Guide to media stocks. This part will cover the networks. Before diving in, I'd highly encourage you to check out the intro section to the guide, which goes over why I'm doing this and dives into the most important thing hitting the media sector today: cord cutting. […]
Posted On December 3, 2019
Hi! Welcome to Part 1 of Yet Another Guide to media stocks. This part will cover the local broadcasters. Before diving in, I'd highly encourage you to check out the intro section to the guide, which goes over why I'm doing this and dives into the most important thing hitting the media sector today: cord […]
Posted On December 2, 2019
For the past year, whenever someone has decried that the bull market has run forever and there's nothing cheap out left to look at, I would always respond with, "I don't think that's true. Most of the legacy media stocks (CBS, FOX, etc. disclosure: I have a small position in CBS) are trading at 8x […]
Posted On November 29, 2019
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 […]
Posted On October 31, 2019
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 […]
Posted On September 30, 2019
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 […]
