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Bob Evans and the Conference Call Question of the Year $BOBE

Posted On January 26, 2017
Bob Evans is selling off their restaurant side The conference call was hilarious They're probably roughly fairly valued around today's prices Bob Evans (BOBE; disclosure: very long) has been a very large position of mine for some time (I posted the full thing over on SumZero; I believe you can access the write up w/ or […]

Bob Evans and the Conference Call Question of the Year $BOBE

Posted On January 26, 2017
Bob Evans is selling off their restaurant side The conference call was hilarious They're probably roughly fairly valued around today's prices Bob Evans (BOBE; disclosure: very long) has been a very large position of mine for some time (I posted the full thing over on SumZero; I believe you can access the write up w/ or […]

Three grumpy thoughts from a jet lagged investor

Posted On January 2, 2020
First, happy new year. I got back yesterday from my honeymoon; we went to Tokyo and all across Vietnam. It was a blast. I highly recommend Vietnam in particular and would be happy to give recommendations offline.

Some things and ideas: April 2019

Posted On April 30, 2019
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 […]

A few quirky things that caught my eye

Posted On October 20, 2017
Based on my recent focus on Charter (CHTR, disclosure: long) and Netflix, you might figure I spend all of my time in the telecom / media space, but that's more a recent focus and, in general, I actually follow mostly smaller and quirkier companies. One of the things you learn quickly about smaller / quirkier […]
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