At the start of the week, I had lots of conversations with people worried about Evergrande defaulting and the possibility of contagion. By the end of t…
In early July, I called Altice the “best” large cap stock. Since then, the stock has done one thing: go straight down. Today, the stock is gapping down…
I’ve written extensively on all of the shenanigans going on with SPACs (most recently commenting on the MUDS / TOPPS deal falling apart and how SPAC sp…
This is a little outside my general idea pattern. It’s some weird combination of an event driven legal play inside a deep value play with the potential…
There’s nothing I love more than a good capital allocation story. There’s just something about buying a company that’s trading cheaply and where I know…
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,…
Hi subs, Before we get to the updates- first, thank you so much for subscribing to the premium site! Second, a quick housekeeping. This month’s houseke…
Peloton reported earnings Thursday night. Apparently they missed consensus, and their guide was below street as well (I don’t really read or follow sel…
Last week, the WWE and Spotify announced a deal where Spotify’s The Ringer will team up with the WWE to launch “an exclusive audio network.” The WWE an…
I’m sure I’m not alone with this tendency, but I can often find myself eschewing more “boring” ideas in favor of sexier, event driven ideas. It can jus…
Last week, the WWE and Spotify announced a deal where Spotify’s The Ringer will team up with the WWE to launch “an exclusive audio network.” I’d guess …
I’m not sure how many times I’ve said “I swear I’m going to talk / write about something other than SPACs” in the past few months (most recently here)……