When I first started writing about movies and investing in $CNK, $IMAX and $NCMI, there was no definitive proof post-pandemic that US consumers were willing…
I’m long Wingstop (WING) as a buy and hold forever stock as long as the following points remain true: company has a long runway to…
I started this newsletter during the pandemic as a way to force myself to explain my thought process during a time of market panic. Explaining…
“…we have never not bought or bought a business because of any macro feeling of any kind because it doesn’t make any difference.“ – Warren…
I’ll start this letter off with some decisions I made this week that reflect a general theme in my portfolio for the last few weeks…
ServiceNow has seen an acceleration of its business since the pandemic started and management has consistently stated that this acceleration won’t slow down even with…
CROX today released an 8-K with a new investor presentation and an announcement its raising Q4 guidance… This post is for members only. To sign…
A happy New Year to all! I’m excited to kick off a great 2021 for Stock Talking – have some exciting guests lined up for…
WW1984 (released Friday (Christmas)) posted a $16.7mm opening weekend, the best ever for a pandemic era movie. Expectations for this movie were all over the place. This…
I got an earful from readers of this letter yesterday – the supposed death of movie theaters was on pretty much every major financial publication.…