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Month: February 2019

Some things and ideas: February 2019

Posted On February 28, 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 […]

Two interesting closed end funds at a discount ($CET, $PSH)

Posted On February 20, 2019
Last week I tweeted out about Pershing Holdings (PSH; disclosure: long) NAV (Net Asset Value) discount widening out, and it got me thinking about closed end funds.

Buying into the timeshares $HGV $WYND $VAC

Posted On February 11, 2019
I've been spending a lot of time on the three major publicly traded timeshare companies (HGV, WYND, VAC. Disclsoure: Long HGV) recently. At its core, the time share business is pretty simple (you lure a bunch of tourists in with the promise of a cheap vacation, you put them into a high pressure sales situation, […]

$CHTR earnings were nice.... but it's still way too cheap

Posted On February 5, 2019
I'm happy to do work on (and possibly invest in) just about anything, and I think the stuff I post on this blog reflects that "openness". Microcap pharma company after a failed phase II? Check. Airline loyalty company after it's lost its airline? Why not? Hairy take-unders where the majority controller is screwing / stealing […]
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