Posted On November 30, 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 […]
Posted On November 23, 2020
I've really enjoyed doing the Yet Another Value Podcast so far this year (you can find it on YouTube or any of your favorite podcast platforms, and if you like the podcast follows / good ratings / word of mouth recs are always appreciated!). But the podcast can be a bit of a double edged […]
Posted On November 18, 2020
The most dangerous words in investing are “this time is different”. For years, one company has been something of the widow-maker trade for smaller event driven investors…. But I think this time is different.
Posted On November 11, 2020
Hi subs, I know I say this every month, but between a heavy earnings season and a vaccine given us line of sight to a return to normal…. wow is there a lot to talk about this month! But before we get to the updates- first, thank you so much for subscribing to the premium […]
Posted On November 9, 2020
As I write this, stocks are absolutely screaming higher on the positive Pfizer vaccine news from this morning. Obviously, the news is great for humanity. But you know who it's even better news for? The COVID losers! Pfizer vaccine showing efficacy means that, at some point in the future, COVID can be controlled / contained […]
Posted On November 6, 2020
This post is an update on last week's ALSK "quickie" idea. A “quickie” idea is a series I do on an irregular basis where I write up an investment specific idea that I’ve been mulling over and find interesting, but haven’t dove fully into yet. The hope is to provide the jumping off point for a discussion […]
Posted On November 3, 2020
This post is another in a series I 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 is to provide the jumping off point for a discussion of an idea I find extremely interesting right now, as […]
Posted On November 2, 2020
This weekend, news broke that Stonepeak is buying Astound for $8.1B. Bloomberg reports that the deal values Astound at ~$8k/broadband sub; based on my math, I think the deal values Astound at ~13x EBITDA but I have not seen the financials personally and I could be a turn or three off. The deal is interesting […]
