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Trite Munger quotes that hit me, H1'23: Incentives rule all
A few weeks ago, one of my friends took a “bad beat” on a college football bet. Given my friend’s track record of betting on sports, I would argue this…
2
Some things and ideas, September 2023
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…
3
September premium update
Before we get to the updates- first, thank you so much for subscribing to the premium site! Second, please remember you can always reach out to me if…
B. Riley's Dan Day describes Supply Side Platform (SSP), CTV + Magnite $MGNI thesis (podcast #195)
Dan Day, CFA, Equity Research Analyst at B. Riley Securities, joins the podcast today to discuss the digital advertising business, SSPs and his thesis…
Artem Fokin discusses Burford winning the YPF case + fundamental thesis post-trial $BUR (podcast #194)
Artem Fokin, Portfolio Manager at Caro-Kann Capital LLC, returns to the podcast (for the fourth time) to discuss Burford winning the YPF case and the…
1
A (premium) antitrust option
I’ve been sitting on my hands a little bit on this one, and I kind of regret that waiting as there’s been a little online buzz about this situation… but…
9
Trite Buffett quotes that hit me, 23H1 edition: beware of geeks bearing formulas
Last year, I put up the first in what I thought would be a semi-annual series I titled “trite Buffett quotes that hit me.” As mentioned in that post…
10
Value Situations' Conor Maguire shares Marlowe plc $MRL.L thesis + TIC segment catalyst (podcast #193)
Conor Maguire, Founder and Editor of the Value Situations Newsletter, joins the podcast for his second appearance to share his thesis on Marlowe plc…
Weekend thoughts: Apes and broken Markets
Last month, AMC finally completed their “APE conversion.” They converted the APEs into AMC stock, did a reverse split, and set themselves up to raise a…
5
Two quick (premium) updates
Hi subs, I generally try to wrap all the premium updates into one monthly email to not flood your inbox, but there has been enough news and inbound…
3
Ave Maria Focused Fund's Chadd Garcia talks eDreams $EDR.MC (podcast #192)
Chadd Garcia, Portfolio Manager and Senior Research Analyst at Schwartz Investment Counsel Inc. - Ave Maria Focused Fund, joins the podcast for his…
1
Quick notes on an interesting spin $SN (part 3: bear thesis and wrapping up)
This is part 3 of my three part thesis on SharkNinja (SN) and why it could be interesting on the heels of their spinoff. If you missed them, you can…
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