Q1 earnings season has been full of enormous beats. Mega cap tech has once again shown the law of large numbers need not apply to…
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…
Hey all – Why do highly levered companies sometimes present great opportunities? I released a pod yesterday with the great Diligent Dollar where he explains why: – Apple– Spotify DD’s full…
When I first started writing about movies and investing in $CNK, $IMAX and $NCMI, there was no definitive proof post-pandemic that US consumers were willing…
I’m long Wingstop (WING) as a buy and hold forever stock as long as the following points remain true: company has a long runway to…
I started this newsletter during the pandemic as a way to force myself to explain my thought process during a time of market panic. Explaining…
“…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…
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…
ServiceNow has seen an acceleration of its business since the pandemic started and management has consistently stated that this acceleration won’t slow down even with…
CROX today released an 8-K with a new investor presentation and an announcement its raising Q4 guidance… This post is for members only. To sign…