Posted On December 9, 2020
I've been writing online for years, and "the curious case of PSTH's options" had, by far, the most engagement of any investment idea I've ever posted. Perhaps the idea is just that compelling (and I think it is rather compelling!), perhaps my other ideas have not been as compelling as I like to think (perish […]
Posted On December 8, 2020
Long time readers know that there are two conglomerates I follow extremely closely, have enormous respect for, and talk about all of the time: IAC (in addition to the ~12 articles I've done on them, I did a podcast on them with the Boyar Value Group) and Liberty Media (in addition to their investor day […]
Posted On December 7, 2020
This post is an update on last month's quick idea (and quick idea update) to buy Alaska Communications (ALSK) in anticipation of a bidding war. In general, I try not to post updates of ideas. But I've been getting a lot of inbounds on this one and (I'll be honest) I wanted to spike the […]
Posted On December 6, 2020
Collaborative Write-Up with Mike from Nongaap Note: This section was written by written by Andrew from YAVB On the whole, 2020 has been a bummer. But, for me personally, one of the bright spots for the year has been virtually meeting a ton of sharp new people. Some of them I’ve met through the podcast, and […]
Posted On December 4, 2020
The write up below is long and a little winding. So I'm going to break it up into five "chapters": A disclosure Define a "DVMT" (for option purposes) A shorter version of the thesis A request Finally, the full write up. "Chapter" 1: Disclosure: We are long PSTH and short PSTH puts. Nothing on here […]
Posted On December 3, 2020
This is the second part in a series on Multiplan (MPLN, disclosure: long). Part one (which you can find here) talked about the potential for a short squeeze in Multiplan. Today's post is going to dive into the weakness I see in the short thesis. To start, you can find Muddy Water's (MW) full short […]
Posted On December 2, 2020
This is a little bit of a different thesis than what I normally post, but I think it's an edgy / actionable and I'd love feedback on it, so I figured I'd go ahead and post it. The idea? Buy Multiplan (MPLN; disclosure: long) because 1) it's cheap + misunderstood and 2) there's a significant […]
