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Cyber Monday thoughts, part 2: Is $ASO inevitable?
I mentioned in yesterday’s post that, of all the retail companies I know, the one I think is most likely to be looked at as an “inevitable” winner is…
2
Cyber Monday thoughts, part 1: Retail Winners follow ups and reader suggestions
Last Black Friday’s “Inevitable Retail winners” post got some really interesting feedback and recommendations for stocks that could fit the “inevitable…
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Black Friday Thoughts: Identifying inevitable retail winners
A few months back, I had a post where I poked some (light) fun of investors whose portfolio consisted of 10 retail stocks all priced like they were…
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A quick (premium) spirit update
I’m a bit hesitant to send yet another Spirit / SAVE update….. but I continue to think the stock is significantly mispriced, and given the dearth of…
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Buying a (premium) telecom disaster
Long time (premium) subs will remember one of my first recs (way back in the dark days of COVID) was the cable overbuilder WOW. The pitch was simple…
Weekend thoughts: net cash in a rising rate world (follow up)
I got a lot of interesting feedback / pushback on yesterday’s “Weekend thoughts: net cash in a rising rate world”, so I wanted to provide some quick…
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Weekend thoughts: net cash in a rising rate world
There are a heck of a lot of companies out there with huge net cash positions on their balance sheet. This “company sitting on a huge cash position” can…
4
MDC Financial Research's Michael Cohen halftime" report on the $JBLU / $SAVE merger trial (Podcast #204)
Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast for the first time to share his thoughts on the JetBlue…
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3 (premium) updates
Hi subs, Hello from parental leave, where every day I wake up and my Whoop thinks I’ve run a marathon and then gotten 3 hours of sleeps and asks me why…
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Yet Another Value Blog announces temporary suspension of trading alongside spin-off
Hi all, Happy to announce I had my first spin off this week. Her name is Sylvie; mom and baby are both doing great (though mom and dad are a little…
28
October 2023
Some things and ideas: October 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…
4
Two and a half quick (premium) updates
Hi all, Wanted to provide a few quick premium updates. Let’s start with the simplest: NEP. The stock is up nicely since reporting Q3 results, so I’m…
8
Three (premium) banks for a bank basket
I’ve been writing (and thinking!) about the banks quite a bit recently (see my “banks banks banks (redux)” post here and my follow up here), and I…
Banks banks banks (redux) follow up
Just wanted to do a follow up on a few odds and ends from my “banks banks banks (redux)” post earlier this week. At the the end of my post, I said “I…
2
Chris DeMuth's State of the Markets October 2023 (Podcast #203)
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this October 2023 edition, Chris provides his take on problems and…
Banks banks banks (redux)
Over the weekend, I put out a post (Weekend thoughts: interest rates and climbing the wall of worry) discussing where markets are right now and why I…
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Weekend thoughts: interest rates and climbing the wall of worry
It’s been a rough few months for the stock market. Now, it may come as a surprise to you that it’s been rough for the markets if you spend any time on…
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October 2023 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…
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Boyar Research's Jonathan Boyar on how $MODG is growing an entire industry (podcast #202)
Jonathan Boyar, President of Boyar Research, returns to the podcast for the fourth(!!) time to discuss his thesis on Topgolf Callaway Brands (NASDAQ…
The Antitrust Inflection
Over the weekend, I put up an article on investing in industries in inflection. The crux of the article is that if you can find and identify a change…
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Weekend thoughts: investing in inflections and Buffett's airline / railroad investments
One rule that I’ve come to appreciate over time is that a consistent way to make small amounts of money is to bet on everything returning to their “base…
8
Value Punks' Daye Deng talks Warren Buffett's $BRK investment into Japanese Trading Companies (podcast #201)
Daye Deng, Co-Founder and Editor of the Value Punks newsletter on Substack, joins the podcast to discuss his articles that are deep dives on Japanese…
Saving some brief updates (premium)
There’s been quite a bit of news in the Spirit / JBLU trial (which I discussed in September), so I wanted to do a quick update with three points: First…
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