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Christmas Ideas 2019 (Plus 2018 Ideas Follow Up!) $DVMT $AABA $SPB $RTHM

Posted On December 12, 2018
For Christmas last year, I offered a corny segment where I presented (pending pun intended) 3-4 ideas to readers as a Christmas present. I hope you’re not offended, but I’ve decided to “give” you the same thing this year and write up three to four ideas again. Obviously I’m lazy, so rather than write up […]

How Big of a Threat is 5G Fixed Wireless to Cable? $CHTR $VZ

Posted On December 7, 2018
I’ve written about cable a lot on this blog, and Charter represents, by far, my largest position (which I’m long through GLIBA / LBRDA), so it’s no surprise that a lot of the inbound contacts / questions I get relate to cable (I sometimes worry that I live in a cable bull echo chamber, since […]

$NRE: Limited Downside, Decent Upside, Tight Time Frame

Posted On December 3, 2018
I love to read. And, as a semi-avid reader (my level of reading tends to ebb and flow inversely with how much time I’m spending working; over the past few months I’ve found myself tilting harder to work than reading), I’ve thought a lot about writing a book. Because most of my reading time is […]

Some things and ideas: November 2018

Posted On November 30, 2018
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 […]

CD Projekt (CDR) (Search for IP Series Post 2)

Posted On November 26, 2018
Today’s post is the second in my “search for IP” series (you can find my first post on Games Workshop here). If you have any thoughts on the company or suggestions for new entries in the series, I’d love to hear them!

$YELP's Quarter Got Negative Reviews, But It Could Be A Five Star Opportunity

Posted On November 20, 2018
This post ran a bit longer than I would have liked. Normally I’d try to trim the post a bit, but it’s Thanksgiving week and in the spirit of Thanksgiving I’m going to leave all the “fat” on this post. To sum it up: I’m long Yelp, and believe the recent sell off presents an […]

Thoughts and notes from #LibertyInvestorDay 2018

Posted On November 16, 2018
It’s not a secret that I’m a Liberty fan-boy, and I’d suspect a decent percentage of my readers are as well. Liberty Investor Day was Wednesday (you can find the morning slides here),  and given the wealth of Liberty content (Malone’s interview with Barron’s, Malone’s interview with David Faber, Greg Maffei’s interview), I couldn’t help […]

Some things and ideas: October 2018

Posted On October 31, 2018
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 […]

Games Workshop (GAW) (Search for IP Series Post 1)

Posted On October 16, 2018
In my last post I introduced my new “search for IP” series. Today’s post is the first entry into the series: Games Workshop (GAW; trades in London). If you have any thoughts on the company or suggestions for new entries in the series, I’d love to hear them!

Introducing the "Search for IP" Series

Posted On October 12, 2018
One of my core beliefs about the world moving forward is that “elite / must have” IP (intellectual property; here just using it to refer to unique stories and characters like Star Wars or James Bond) that appeals to a wide swath of people is going to become increasingly valuable as we move into an […]
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