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Category: A-M

Yet another guide to media stocks, Part 6: Sports investing in a post-Covid world $MSGS $MSGN

Posted On June 23, 2020
Hi! Welcome to Part 6 of Yet Another Guide to media stocks. Today’s post will cover how I'm thinking about investing the publicly traded sports plays in the post-Covid world. Before diving in, I’d highly encourage you to check out the intro section to the guide, which goes over why I’m doing this and dives […]

Comcast: buy the cable business, get everything else for (almost) free? $CMCSA

Posted On May 8, 2020
I spend a lot of time looking at and thinking about the cable / telecom / media sectors, and you can't spend any time on either of those without thinking about / looking at Comcast (CMCSA) given their ownership of Xfinity (the largest cable company in the U.S.) and NBC (one of the largest media […]

Some things and ideas: April 2020

Posted On April 30, 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 […]

Renting some space in $IWG $IWGFF

Posted On April 27, 2020
This article is quite long. The bottom line is I think IWG (LSE listed: IWG; disclosure: long) is extremely cheap and, while near term results will be poor, they're likely to emerge from the current environment stronger. Below is a three bullet summary of the investment thesis

Liberty's no longer #trackersforlife $LSXMA $FWONA $LYV $SIRI

Posted On April 24, 2020
A few years ago, I was reviewing Liberty Media's investor day and noticed a funny typo in Bloomberg's transcript. Instead of Greg Maffei (Liberty's CEO) saying they would treat shareholders well, the transcript had Greg saying they would "mistreat" shareholders. I posted it and tagged Greg, and he responded that they were in the tracking […]

Buffett and airlines $BRK $DAL $UAL $LUV

Posted On April 7, 2020
Over the weekend, Berkshire filed a filed forms that showed them blowing out of their positions in Southwest and Delta. It was a pretty surprising move: Berkshire had been buying pretty aggressively as recently as a month ago, Buffett had been singing the airlines praises pretty consistently for the past few years, and Buffett had […]

Some updated thoughts on $AER

Posted On March 3, 2020
I mentioned AER in my markets in semi-panic post last week, and I wanted to revisit the stock this week.

Some things and ideas: February 2020

Posted On March 2, 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 […]

Markets in (semi)Panic 3: not even a semi-panic yet

Posted On February 26, 2020
Every now and then, I'll write a "markets in Panic" post. It's generally on the heels of a 10-20% decline when people are freaking out a bit. The last one I did was in December 2018. That post didn't quite mark the bottom; the market would drop another 5-7% over the next week before bottoming […]

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".
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