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…
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…
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.…
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,…
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…
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…
Sunday charts ahead, but a few quick thoughts before the regular data: Unemployment is right around its October 2009 peak and looks better positioned for…
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