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Category: N-Z

Playing Moneyball with $RBAC

Posted On December 14, 2020
Over the past month, I've done three posts on SPAC / option trades: The curious case of PSTH’s options, assessing IPOC’s options, and a premium only post. Of those three, I'd say the most popular was PSTH, the most ignored was IPOC (perhaps correctly, as they set their shareholder vote for Jan. 6 literally one […]

Is $TREE set to grow?

Posted On December 8, 2020
Long time readers know that there are two conglomerates I follow extremely closely, have enormous respect for, and talk about all of the time: IAC (in addition to the ~12 articles I've done on them, I did a podcast on them with the Boyar Value Group) and Liberty Media (in addition to their investor day […]

Could $DISCA be $QRTEA 2.0?

Posted On November 23, 2020
I've really enjoyed doing the Yet Another Value Podcast so far this year (you can find it on YouTube or any of your favorite podcast platforms, and if you like the podcast follows / good ratings / word of mouth recs are always appreciated!). But the podcast can be a bit of a double edged […]

Some things and ideas: October 2020

Posted On October 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 […]

Quickie idea: Navistar $NAV

Posted On October 14, 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 find […]

Some things and ideas: September 2020

Posted On September 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 […]

Is $QRTEA a Textbook Malone Special Sit or a Classic Value Trap?

Posted On September 2, 2020
One of the best things about running a blog / podcast is that investors get to know your style and reach out to you with ideas that they think you'll like / fit your style. And I've got to say: after almost five years of running this blog, my readers know me really well, as […]

The $TWTR hack: a lack of imagination

Posted On July 16, 2020
Twitter is probably the most interesting company in the world today. I mean that from both a strategy perspective and from an investment perspective. From a strategy perspective, I'm not sure there's ever been a company created so much value for its users and captured so little for itself (I liked the chart below from […]

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 […]

Cruise ship pirates: how $OSW's management plundered their shareholders

Posted On June 11, 2020
Yesterday I saw perhaps the strangest (financial) press release I've ever seen. OneSpaWorld (OSW) issued a press release applauding Stifel for publishing a research report that acknowledged OSW did not have enough cash to pay down their revolver and remain solvent.
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