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Month: December 2019

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Reviewing my three worst mistakes of the year: $QRTEA $I $SYNL $ANGI $IAC

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....

Is $STAR $SAFE? Or is $SAFE a $STAR?

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 […]

Yet another guide to media stocks, Part 3: Sports Rights, RSNs, and ESPN $DIS $SBGI $MSGN

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 […]

Yet another guide to media stocks, a quick update $CBS

Posted On December 4, 2019
Hi, I just wanted to post a quick update on my post on the Networks from earlier today.

Yet another guide to media stocks, Part 2: networks $FOX $CBS

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. […]

Yet another guide to media stocks, Part 1: broadcasters $NXST

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 […]

Yet another guide to media stocks: The Intro and cord cutting

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 […]
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