Sign Up
Log In
Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages

Month: July 2019

Some things and ideas: July 2019

Posted On July 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 […]

2019 halfway point letter and WOW investment thesis $WOW

Posted On July 19, 2019
Below is an excerpt from our H1'19 letter. While the below excerpt is the majority of the letter, we pulled out some sections discussing our returns and portfolio sizing due to #compliance (we did the same for our 2018 annual letter); you can contact my colleague Rob (his email is [email protected]) if you’re interested in seeing […]

Quickie idea: did $HHC teach us anything about other landbanks ($JOE, $CTO)?

Posted On July 9, 2019
This post is (hopefully) the first in a new series I plan on doing on an irregular basis. A "quickie" idea is an investment specific idea that I've been mulling over and find interesting, but haven't dove fully into yet. A pretty simple hypothetical example: If Coke got a hostile takeover offer, a quickie idea […]

Should the airplane lessors be flying higher? $AER $AL

Posted On July 1, 2019
I mentioned the aircraft lessors in my June links post, and as I was writing the post I decided I wanted to do a fuller write up on the lessors because I thought I had a few non-consensus views on them and, in particular, on their risks (in addition, I think the discussion of Buffett's […]
  • Join the Mailing List

    Enter your email address to subscribe to this blog and receive notifications of new posts by email.
  • Categories

  • Archives