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Category: Uncategorized

Liberty day follow up and some other stuff

Posted On November 17, 2017
Some follow ups from the Liberty Investor Day and some other stuff I liked Liberty Investor Day As mentioned, I went to the Liberty Investor Day yesterday. It was good meeting up with a bunch of you; sorry if we had messaged back and forth and we didn’t manage to connect! I didn’t realize the […]

Liberty Investor day meet up

Posted On November 13, 2017
Given my obsession with Charter (disclosure: long) and the different Liberty trackers, it would be investing malpractice for me to skip the Liberty IR day this week, so I'll be heading there for the full day Thursday. If you're a fellow Liberty groupie and are planning on going / would like to meet up, shoot […]

A few quirky things that caught my eye

Posted On October 20, 2017
Based on my recent focus on Charter (CHTR, disclosure: long) and Netflix, you might figure I spend all of my time in the telecom / media space, but that's more a recent focus and, in general, I actually follow mostly smaller and quirkier companies. One of the things you learn quickly about smaller / quirkier […]

22 timeless lessons for our 22nd month

Posted On September 28, 2017
We launched my fund nearly 22 months ago. To commemorate the occasion, I wanted to share 22 timeless things I’ve learned in those 22 months. Overall thoughts on running a fund / portfolio Running a fund is easy. Having the vast majority of your net worth, your income, and your reputation tied into a fund […]

Some evolving thoughts on research

Posted On September 25, 2017
Ahhh so sorry for the lack of posts. I mean to post on here ~once a week, but it’s always a struggle. Why's it such a struggle? Say I research somewhere between three to five companies in a week and don’t like any of them. Should I still write about one? Why? What upside is […]

The "bonus for everyone" culture is killing shareholders

Posted On February 5, 2017
Roughly 15% of the posts I see on Facebook complain about “kids these days” (Before the election, it was probably 25%. Now my Facebook feed is probably 15% “kids these days”, 65% political rants, 15% baby photos or engagement announcements, and 10% cute puppy videos. Related note: I only like 10% of my Facebook feed). […]

The "bonus for everyone" culture is killing shareholders

Posted On February 5, 2017
Roughly 15% of the posts I see on Facebook complain about “kids these days” (Before the election, it was probably 25%. Now my Facebook feed is probably 15% “kids these days”, 65% political rants, 15% baby photos or engagement announcements, and 10% cute puppy videos. Related note: I only like 10% of my Facebook feed). […]
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