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Category: Quickie ideas

Quickie idea / what am I missing: First Energy $FE

Posted On July 27, 2020
This post is another in a series I plan 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 with this particular idea is to provide the jumping off point for a discussion of an idea I […]

Quickie idea / what am I missing: $PCG on bankruptcy emergence

Posted On June 29, 2020
This post is another in a series I plan 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 with this particular idea is to provide the jumping off point for a discussion of an idea I […]

Quickie idea: renting some $RESI

Posted On May 7, 2020
This post is another in a series I plan 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.

Quickie Idea: one more preferred opportunity: $NYMT prefs

Posted On March 30, 2020
I've mentioned a few times that I think there are some interesting opportunities in the preferred space right now. I even gave an example with BPYPP (which is up ~50% since I posted it, and of course I wasn't long!). Today I wanted to highlight another of the opportunities I'm looking at: NYMT's prefs. There […]

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".

Quickie Idea: $ADT might not be secure, but it might be a steal....

Posted On August 9, 2019
This post is the second in a new series I plan on doing 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. A pretty simple hypothetical example: If Buffett bought out Coke at 25x earnings and Pepsi was […]

Quickie idea: did $HHC teach us anything about other landbanks ($JOE, $CTO)?

Posted On July 9, 2019
This post is (hopefully) the first in a new series I plan on doing 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. A pretty simple hypothetical example: If Coke got a hostile takeover offer, a quickie idea […]