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 […]
Earlier today, I put up a post on how confused I was by the current environment (the post was aptly titled "Confused"). Judging by my DMs / emails, I'm not the only one who's confused, and a lot of people felt a little relieved that there was yet another person who was bewildered by the […]
I mentioned this a few weeks ago, but I don't think I've ever spent so much time thinking about the "macro" picture. Honestly, I don't like it. My passion lies in looking at individual businesses and quirky situations, not trying to decipher the the trajectory of the economy or how a virus will spread / […]
I spend a lot of time looking at and thinking about the cable / telecom / media sectors, and you can't spend any time on either of those without thinking about / looking at Comcast (CMCSA) given their ownership of Xfinity (the largest cable company in the U.S.) and NBC (one of the largest media […]
This post is another in a series I plan do 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.
Join the Mailing List
Enter your email address to subscribe to this blog and receive notifications of new posts by email.
