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Month: July 2020

Some things and ideas: July 2020

Posted On July 31, 2020
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 […]

Investment implications from.... Kodak? $KODK

Posted On July 30, 2020
Last week, I said SPACs were the most ludicrous bubble we'll ever see. In less than 10 days, I may be forced to eat my words because Kodak's current run certainly tops any SPAC for craziness. Better people than me have already touched on how ridiculous Kodak is. This piece from Epislon theory is a […]

Announcing Yet Another Value Podcast

Posted On July 29, 2020
Late last night someone on Twitter semi-jokingly said there were a bunch of good fintwit podcasts out there recently, and I should throw some more fuel on the fire. Well, be careful what you wish for, because I couldn’t get the idea out of my head. So I’m happy to announce I’m launching the Yet […]

Quickie idea / what am I missing: First Energy $FE

Posted On July 27, 2020
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. The hope with this particular idea is to provide the jumping off point for a discussion of an idea I […]

SPACs: the most ludicrous bubble we'll ever see... why not $IAC?

Posted On July 22, 2020
There are a lot of things about financial markets that confuse me these days. For example, I'm confused by the pricing of a bunch of consumer experience type stocks (high end restaurants, movie theaters, etc.).

The $TWTR hack: a lack of imagination

Posted On July 16, 2020
Twitter is probably the most interesting company in the world today. I mean that from both a strategy perspective and from an investment perspective. From a strategy perspective, I'm not sure there's ever been a company created so much value for its users and captured so little for itself (I liked the chart below from […]

Lemonade: I don't get it $LMND

Posted On July 9, 2020
Back in 2012, Facebook bought Instagram for $1B. It's truly one of the greatest acquisitions of all time: today, Instagram is probably worth >200x what Facebook paid for it; in addition, buying Instagram destroyed a potential Facebook competitor, handicapped another (Twitter), and accelerated Facebook's mobile strategy.