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Category: A-M

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 […]

Yet another guide to media stocks, Part 1b: broadcasters update $TGNA

Posted On January 16, 2020
Hi! Welcome to Part 1B of Yet Another Guide to media stocks. Today’s post will cover a brief update on the broadcasters, particularly Tegna (TGNA; disclosure: long). 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 into the most important thing […]

Yet another guide to media stocks, Part 4: Free Radical #1 $AMCX

Posted On January 6, 2020
Hi! Welcome to Part 4 of Yet Another Guide to media stocks. Today's post will cover a"free radical:" AMC Networks (AMCX). 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 into the most important thing hitting the media sector […]
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Reviewing my three worst mistakes of the year: $QRTEA $I $SYNL $ANGI $IAC

Posted On December 13, 2019
It may be the middle of December, but the year is prepping to wrap up for me. I'm going on my honeymoon this afternoon, and while I have skillfully negotiated with my wife that I will be allowed to work a little during the honeymoon, there are limits to how much a man can negotiate....

Yet another guide to media stocks, Part 3: Sports Rights, RSNs, and ESPN $DIS $SBGI $MSGN

Posted On December 5, 2019
Hi! Welcome to Part 3 of Yet Another Guide to media stocks. This part will cover everything sports rights, particularly ESPN and the Regional Sports Networks (RSNs). 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 into the most […]

Yet another guide to media stocks, a quick update $CBS

Posted On December 4, 2019
Hi, I just wanted to post a quick update on my post on the Networks from earlier today.

Yet another guide to media stocks, Part 2: networks $FOX $CBS

Posted On December 4, 2019
Hi! Welcome to Part 2 of Yet Another Guide to media stocks. This part will cover the networks. 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 into the most important thing hitting the media sector today: cord cutting. […]

Some things and ideas: November 2019

Posted On November 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 […]

Some things and ideas: October 2019

Posted On October 31, 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 […]

Some things and ideas: September 2019

Posted On September 30, 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 […]
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