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Month: August 2019

Some things and ideas: August 2019

Posted On August 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 […]

Two Vintage Capital Special Situations Part 2: $TAXA $RRGB

Posted On August 21, 2019
This is the second in a series of two posts (you can find the first here) that center on the two most interesting special situations I'm tracking currently, Red Robin (RRGB; disclosure: long) and Liberty Tax (TAXA; disclosure: long). Given how interconnected the two ideas are, I wanted to keep to two posts together, but […]

Two Vintage Capital Special Situations Part 1: $TAXA $RRGB

Posted On August 21, 2019
This is the first in a series of two posts (update: you can find the second here) that center on the two most interesting special situations I'm tracking currently, Red Robin (RRGB; disclosure: long) and Liberty Tax (TAXA; disclosure: long). Given how interconnected the two ideas are, I wanted to keep to two posts together, […]

Quickie Idea: $ADT might not be secure, but it might be a steal....

Posted On August 9, 2019
This post is the second 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 Buffett bought out Coke at 25x earnings and Pepsi was […]