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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…
15 hrs ago
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Trite Munger quotes that hit me, H1'23: Incentives rule all
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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…
Sep 29
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Some things and ideas, September 2023
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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…
Sep 28
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September premium update
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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…
Sep 27
9
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B. Riley's Dan Day describes Supply Side Platform (SSP), CTV + Magnite $MGNI thesis (podcast #195)
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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…
Sep 25
16
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Artem Fokin discusses Burford winning the YPF case + fundamental thesis post-trial $BUR (podcast #194)
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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…
Sep 24
7
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A (premium) antitrust option
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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…
Sep 23
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Trite Buffett quotes that hit me, 23H1 edition: beware of geeks bearing formulas
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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…
Sep 23
12
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Value Situations' Conor Maguire shares Marlowe plc $MRL.L thesis + TIC segment catalyst (podcast #193)
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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…
Sep 18
33
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Weekend thoughts: Apes and broken Markets
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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…
Sep 14
9
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Two quick (premium) updates
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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…
Sep 13
15
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Ave Maria Focused Fund's Chadd Garcia talks eDreams $EDR.MC (podcast #192)
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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…
Sep 11
29
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Quick notes on an interesting spin $SN (part 3: bear thesis and wrapping up)
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