Category: GAPFF

Some things and ideas: March 2019

Posted On March 29, 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 […]

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 […]

Semi-Case Study / Background on Aimia $GAPFF

Posted On August 6, 2018
Almost exactly a year ago (August 15th, to be exact) I started research on (and took a small position in) Aimia (ticker: GAPFF, disclosure: long the equity and preferreds in roughly equal size). The investment has had ups and downs (the prior management team almost ran the company into the ground through a combination of […]