Posted On February 28, 2019
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 […]
Posted On December 31, 2018
Some random thoughts on articles that caught my attention in the last month; this month may be a bit lighter than most given the holidays! 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 […]
Posted On August 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 […]
Posted On July 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 […]
Posted On March 26, 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 […]
Posted On February 12, 2018
Note: I wrote this LVNTA / GNCMA (disclosure: I'm long both) update in late September; however, I didn’t want to post it till the shareholder votes went through. As we inch towards the deal closing / as hordes of investors post the idea on Sumzero (and I’m sure posts on VIC, Seekingalpha, etc. are coming […]
Posted On February 9, 2018
As I write this, markets are down ~5% on the year and maybe 11% from their all time highs reached in late January. Markets are up around 11% over the past year. Read that sentence again. It's a bit funny to title a blog post "markets in panic" when describing a market up 11% over […]
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 […]
Posted On November 1, 2017
Some recent articles, podcasts, and other things that got me thinking: One of my favorite places to look for value in the stock market is publicly traded sports teams (I’ve previously discussed my investment in both MSG (disclosure: long) and BATRA (disclosure long)). My overarching theory with investing in sports teams is having them publicly […]
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 […]
