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TURNPosted onNovember 13, 2021November 13, 2021

TURN Q3 update – margin of safety and upside, increasing position

“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…

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NCMIPosted onNovember 11, 2021November 11, 2021

NCMI – patience required and lessons learned

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…

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NFLXPosted onOctober 31, 2021October 31, 2021

Lessons learned from Netflixed

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…

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TRTNPosted onOctober 28, 2021October 29, 2021

Some bullish thoughts on TRTN as Q3 earnings pour in

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…

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NETPosted onOctober 19, 2021October 31, 2021

Selling Cloudflare – need to expect moon and stars to justify valuation

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…

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TRTNPosted onOctober 16, 2021October 16, 2021

Less thinking, less taxes please – owning businesses for the long, long term

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…

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TRTNPosted onOctober 10, 2021October 10, 2021

Supply chain woes overrated? Market expectations don’t match headlines

“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…

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CNKPosted onOctober 2, 2021October 2, 2021

Hold on to your hats, October is about to be the best box office month in a long time

It absolutely is a turning point, Michael. And I think that — I think you use Labor Day as the day, but I think you…

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AZOPosted onSeptember 22, 2021September 22, 2021

AZO earnings update – management keeps executing, stock remains buy

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…

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CROXPosted onSeptember 19, 2021September 22, 2021

CROX – add to your winners, stock could be double+

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…

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