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UncategorizedPosted onFebruary 28, 2021March 1, 2021

On management groups that make decisions easy for you (BRK.B, TURN, LADR)

“…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…

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CHEFPosted onFebruary 12, 2021February 12, 2021

Opting for quality and selling struggling businesses (TRTN, YELP, CHEF)

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…

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NOWPosted onJanuary 31, 2021January 31, 2021

NOW: Solid beat and 2021 outlook makes conviction buy

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…

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CROXPosted onJanuary 11, 2021January 30, 2021

CROX raises Q4 guidance and 2021 outlook – stock rerate should continue

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…

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UncategorizedPosted onJanuary 10, 2021January 30, 2021

Fading the noise and trying to set myself up for success in drawdowns

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…

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CNKPosted onDecember 28, 2020January 30, 2021

Thesis for theaters stays strong as WW1984 posts best pandemic era weekend ever

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…

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UncategorizedPosted onDecember 4, 2020January 30, 2021

Warner sends entire 2021 slate to dual release HBO Max, theaters – recovery picture for theaters unchanged

I got an earful from readers of this letter yesterday – the supposed death of movie theaters was on pretty much every major financial publication.…

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CNKPosted onNovember 29, 2020January 30, 2021

Croods: A New Age is a win for movie theaters

The Croods: A New Age hit theaters Wednesday and is exceeding expectations. Let’s take a look at some reactions from the weekend: Hollywood Reporter The…

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CNKPosted onNovember 19, 2020January 30, 2021

Cinemark deal with Universal and WW1984 – more arrows in movie bull quiver ($CNK, $IMAX, $NCMI)

Two pieces of news have dropped in the last week that overall improves the bull thesis for Cinemark, National CineMedia and IMAX. Both news items confirm…

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CNKPosted onNovember 10, 2020January 30, 2021

Long movies ($IMAX, $NCMI, $CNK) and hibernation mode

Early Stock Talking readers may remember my $CHEF recommendation from a few months ago. At the time (April 12, when the stock was trading at $12…

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