“Q4 has gotten off to a strong start,” added Mr. Rendino. “As of the close of the markets on November 9, 2021, 180’s cash and…
Despite the increase in network attendance, in-theater advertising revenue for the third quarter of 2021 remained significantly below historical levels… While the Company’s third quarter advertising…
I finished Netflixed by Gina Keating yesterday and highly recommend giving it a read for anyone who wants a really detailed history of the company…
This week has been a deluge of information for me as a ton of names in my portfolio or names I track have reported Q3…
What seems like ages ago (August 2020) I did a small writeup on Cloudflare. I wrote then: The company does a ton of things but…
As April 22 approaches and COVID recedes, I’ve started thinking a lot more about taxes and owning businesses for the long-term. This newsletter started in…
“Forcing ourselves to express how sure we are of our beliefs brings to plain sight the probabilistic nature of those beliefs, that what we believe…
It absolutely is a turning point, Michael. And I think that — I think you use Labor Day as the day, but I think you…
When I think of why I own AutoZone (AZO), two things stand out to me: Impressive share purchase program Misunderstood business bears think is in…
Crocs is fresh off its Investor Day and rallied nicely afterwards (+7% since 9/14 when it held Investor Day). Its YTD performance (+152%) is amazing. The stock…