Post Corona Stocks

Stock picking in the post-C19 world.

Skip to content
Menu

Category: TRTN

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…

Read More
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…

Read More
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…

Read More
MSOSPosted onSeptember 11, 2021September 19, 2021

Portfolio updates (September 2021)

It has been a while since I updated you as the day job has been crazy recently. My portfolio has stayed mostly the same and…

Read More
NCMIPosted onAugust 1, 2021August 1, 2021

Q2 2021 earnings – fade the bold macro calls

Charlie and I never spend a day talking about macro. Warren Buffett I spent a good chunk of Saturday catching up on Q2 earnings and…

Read More
IACPosted onMay 9, 2021May 9, 2021

Movie theater thesis strengthens, IAC’s next chapter and Triton

Three quick Sunday items for today’s Stock Talking: 1. New podcast episode on strength of box office and why the puck is going to the…

Read More
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…

Read More
TRTNPosted onOctober 23, 2020January 30, 2021

$TRTN – strong buy after knocking the cover off Q3 earnings

Triton – a shipping container leasing company – reported Q3 earnings this AM. Readers might not be familiar with Triton, so a quick overview: Triton…

Read More

Go Premium

Sign up for premium content. Earnings updates, trade alerts, company models, current portfolio and more.

Members Corner

Members Corner

Subscribe to Podcast

Apple PodcastsGoogle PodcastsAndroidby EmailRSS
© Copyright 2021 – Post Corona Stocks
Allium Theme by TemplateLens ⋅ Powered by WordPress