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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…

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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…

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TURNPosted onMay 15, 2021May 15, 2021

TURN update – highest NAV in company history, low correlation to public markets and plenty of shots on goal

I wrote about 180 Degree Capital Corp (TURN) prior to quarterly earnings last week, recommending selling puts or outright buying the stock because the company was trading…

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UncategorizedPosted onApril 26, 2021April 26, 2021

Mortal Kombat, Demon Slayer post huge box office numbers ($NCMI, $IMAX, $CNK)

The movie-theaters-are-back-thesis is going mainstream as April has been the month of the box office. This past weekend was the largest ever for the box office post…

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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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UncategorizedPosted onSeptember 19, 2020February 6, 2021

New pods out on SaaS, NOW and investing strategies

I’ve recorded two pods in the last week that are nice deep dives into SaaS and characteristics of strong businesses with staying power: – Ryan Reeves,…

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UncategorizedPosted onSeptember 17, 2020January 30, 2021

Long FCNTX, or Notes from Will Danoff Pod

Barry Ritholz interviewed Will Danoff for his pod Masters in Business recently, and I highly recommend giving it a listen. For those not familiar with…

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UncategorizedPosted onSeptember 7, 2020January 30, 2021

Evergreen Personal Finance Strategies

I had some great conversations over a week long vacation with a few buddies about investing. I realized the commonality among a lot of these…

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