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Category: A-M

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".

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.
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