Posted On December 21, 2020
This post is a special post. It doubles as both my Christmas present to you, and a continuation of my "“quickie” idea" series. Now, I know what you're thinking. "How thoughtful of Andrew to get me a Christmas present!!!! But man, this is awkward. I didn't get him anything!" And the good news is I'm […]
Posted On January 3, 2019
This is the fourth post in this year's (well, I guess last year's at this point) Christmas Ideas series (other posts include the “honorable mentions,” the first Idea Radisson (RADH; disclosure: long), and the second idea (Telecom Italia Savings; Disclosure: Long). Admittedly, this post is coming a bit late; obviously Christmas and the New Year have already passed, […]
Posted On December 17, 2018
Last week, I introduced this year’s Christmas Ideas series, presented some “honorable mentions,” and introduced my first "Christmas Idea," Radisson (RADH; disclosure: long). Today, I’m diving into my second Christmas Idea: Telecom Italia Savings Shares (TITR, trades in Italy. Disclosure: this is a semi-illiquid international stock which I am long; please do your own due diligence).
Posted On December 14, 2018
Earlier this week, I introduced this year's Christmas Ideas series and presented some "honorable mentions." Today, I'm diving into my first Christmas Present Idea: Radisson Hospitality (RADH, trades in Stockholm. Disclosure: this is a semi-illiquid international stock which I am long; please do your own due diligence).
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 […]
Posted On December 12, 2018
For Christmas last year, I offered a corny segment where I presented (pending pun intended) 3-4 ideas to readers as a Christmas present. I hope you’re not offended, but I’ve decided to “give” you the same thing this year and write up three to four ideas again. Obviously I’m lazy, so rather than write up […]
Posted On December 29, 2017
This post is a continuation of yesterday’s post on Yume (disclosure: long). Yume represents idea 3 in my 3 part “Christmas present” series. You can find part 1 (DVMT; disclosure: long) here and part 2 (HRG; disclosure: long) here. In yesterday’s post, I left a bit of a cliffhanger in the section on deal close. […]
Posted On December 28, 2017
In general, I’ve tried to use this blog to focus on deeper dive / in depth looks at companies and situations. But, as my Christmas present to you, this week I’m going to “present” (pun intended) three (note: I was planning four, but unfortunately decided not to present one due to illiquidity) of my favorite […]
Posted On December 27, 2017
In general, I’ve tried to use this blog to focus on deeper dive / in depth looks at companies and situations. But, as my Christmas present to you, this week I’m going to “present” (pun intended) three (note: I was planning four, but decided not to present one due to a combination of extreme illiquidity […]
Posted On December 26, 2017
In general, I’ve tried to use this blog to focus on deeper dive / in depth looks at companies and situations. But, as my Christmas present to you, this week I’m going to present (pun intended) four of my favorite special situations in a bit of a shallower manner; instead of a full deep dive, […]
