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Category: Stocks by ticker

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 […]

Quickie Idea: one more preferred opportunity: $NYMT prefs

Posted On March 30, 2020
I've mentioned a few times that I think there are some interesting opportunities in the preferred space right now. I even gave an example with BPYPP (which is up ~50% since I posted it, and of course I wasn't long!). Today I wanted to highlight another of the opportunities I'm looking at: NYMT's prefs. There […]

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 […]

Wrestling with $WWE

Posted On February 18, 2020
As a whole, this blog is meant to cover anything that's interesting to me in investing. Sometimes that means just general investing theory and thoughts (like the "monthly pondering" I post in each month's links post), but in general that means specific investing ideas and themes. And, over the life of this blog, no investing […]

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 […]
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