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…
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…
NCMI reported Q1 earnings after bell yesterday and the numbers look bad. I’m going to tell you why I’m not concerned with the print even if the…
Three quick Sunday items for today’s Stock Talking: 1. New podcast episode on strength of box office and why the puck is going to the…
180 Degree Capital Corp. (TURN) is a microcap ($75mm market cap as of 5/5/21) publicly traded closed end fund that owns public equities, cash and…
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…