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Two quick (premium) updates
I wanted to do two quick updates on premium names that (based on the amounts of inbounds and discussion I get on them) are of particular interest to…
13 hrs ago
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Two quick (premium) updates
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Weekend thoughts: what a weird, wild market
Maybe it’s my memory playing tricks on me….
Sep 8
48
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Weekend thoughts: what a weird, wild market
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MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case (podcast #265)
Michael D.
Sep 5
9
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MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case (podcast #265)
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Some post Labor Day (premium) updates
Hope everyone had a great labor day.
Sep 3
11
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Some post Labor Day (premium) updates
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Some things and ideas: August 2024
Every month, I put out a “some things and ideas” post with random thoughts on articles or market stuff that caught my attention in the last month (as…
Sep 1
22
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Some things and ideas: August 2024
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August 2024
Chris DeMuth's State of the Markets August 2024 (podcast #264)
It's time to welcome back Chris DeMuth for his monthly state of the markets.
Aug 30
5
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Chris DeMuth's State of the Markets August 2024 (podcast #264)
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August 2024 premium update
Before we get to the updates- first, thank you so much for subscribing to the premium site!
Aug 28
4
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August 2024 premium update
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The future of TV Sports Rights (free Tegus panel)
Tl;dr: I did a (free) expert panel with Tegus talking about the future of sports media rights that is launching today.
Aug 28
35
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The future of TV Sports Rights (free Tegus panel)
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Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract (podcast #263)
Paul Cerro, CIO of Cedar Grove Capital Management, joins the podcast to discuss his thesis on Red Cat Holdings (NASDAQ: RCAT), a drone technology…
Aug 27
15
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Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract (podcast #263)
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Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood (podcast #262)
Jason Stankowski (Partner and Co-Portfolio Manager) and Brian Lancaster (Partner and Co-Portfolio Manager) from Clayton Partners join the podcast to…
Aug 23
5
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Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood (podcast #262)
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Another (premium) take out
This post marks the second (and likely final / concluding) post in Pershing Square week on the (premium) side of the blog.
Aug 23
10
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Another (premium) take out
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Another (premium) spin off
Shockingly, this is going to be Pershing Square week on the premium site.
Aug 21
6
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Another (premium) spin off
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