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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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TURNPosted onAugust 12, 2021August 12, 2021

TURN Q2 update – remains buy, NAV discount continues to be unjustified

TURN reported Q2 earnings Monday and did the call yesterday morning – story remains exciting as NAV is at a 6.5 year high and grew…

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CNKPosted onAugust 6, 2021August 6, 2021

Cinemark 10-Q contains NCMI results

Quick Stock Talking note today – hidden in Cinemark’s Q2 2021 10-Q is actually NCMI’s 2Q revenue, operating and net income results: You can see this…

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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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CROXPosted onJuly 25, 2021July 25, 2021

Crocs beats and raises again – upside remains

Crocs more so than any company I own right now has executed spectacularly and smashed market expectations. When I first wrote up the stock in October…

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MSOSPosted onJuly 18, 2021July 18, 2021

MSOS has multi-bagger potential

I’m long MSOS (AdvisorShares Pure Cannabis ETF) because the cannabis sector has a sustainable growth runway with low market expectations and sizable buyers of multi-state…

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NCMIPosted onJune 27, 2021June 27, 2021

F9 is biggest victory yet for return of movies ($NCMI)

Say it with me again – movies are back. Back as in as big as 2019. Bigger depending on what you want to comp Fast and…

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TOYPosted onJune 25, 2021June 25, 2021

Spin Master and portfolio updates

It has been a while since I penned a Stock Talking update and I’m glad to say my portfolio remains the exact same as from…

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NCMIPosted onMay 31, 2021May 31, 2021

Movies are really back – NCMI risk-reward is excellent

It’s official – movies have returned to 2019 box office levels. Let’s go to Deadline for all the news from Memorial Day Weekend: Any major…

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IACPosted onMay 22, 2021May 22, 2021

Why I’m selling Vimeo shares and holding IAC

I’ve written about self-proclaimed anti-conglomerate Interactive Corp. (IAC) a few times in this newsletter, and it remains one of my favorite stocks. I think CEO Joey…

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