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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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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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UncategorizedPosted onAugust 9, 2020January 30, 2021

Unemployment, $NET Reco and Sunday Charts

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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UncategorizedPosted onAugust 2, 2020January 30, 2021

PYPL’s Amazing Quarter, MELI and Sunday Charts

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UncategorizedPosted onJuly 26, 2020January 30, 2021

Longer Term Data Over Shorter Term Data (Sunday Digest 7/26/2020)

For a long time, I’ve thought that too much financial news is canned for daily consumption. Why should we care about events that measure something…

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