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Christmas Ideas for 2019: Honorable Mentions $CHTR $GLIBA $IAC $MSG $MEIP $GAPFF $CVI $I

Posted On December 13, 2018
In yesterday's post, I introduced my Christmas Ideas for 2019 series (I wrote it early morning and somehow managed to misspell Christmas in the title; a misspelling that will live in infamy on twitter for the rest of time). Today I wanted to run through some "honorable mention" ideas that I thought about profiling for […]

Is CVR prepping for a sale? $CVRR $CVI

Posted On September 24, 2018
I generally shy away from more cyclical companies. It’s not that I have an issue with buying companies whose results can swing based on a commodity price or something; it’s just that I don’t think I have much edge in looking at cyclical companies. Plus, I find it easier to think about / look at […]

A quickie idea: Delek $DK

Posted On February 4, 2020
A while back, I mentioned I was going to start a series of "quickie ideas".

Some things and ideas: January 2020

Posted On January 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 […]

Some things and ideas: October 2018

Posted On October 31, 2018
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 […]

Some things and ideas: September 2018

Posted On September 27, 2018
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 […]

More questions at FranklinCovey $FC

Posted On July 27, 2017
Bill Ackman coined (or perhaps stole, IDK) the “return-on-invested-brain-damage” calculation. His basic thought is to figure out what the potential return from an investment is and weigh it against the effort and complexity required to unlock that value. If it’s a super complex and difficult situation with limited return, pass. If it’s massively difficult but […]
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