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Stock picking in the post-C19 world.

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TURNPosted onMay 15, 2021May 15, 2021

TURN update – highest NAV in company history, low correlation to public markets and plenty of shots on goal

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…

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NCMIPosted onMay 11, 2021May 11, 2021

Why NCMI’s terrible quarter allows you to buy the stock cheap

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…

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IACPosted onMay 9, 2021May 9, 2021

Movie theater thesis strengthens, IAC’s next chapter and Triton

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…

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TURNPosted onMay 6, 2021May 12, 2021

Trade Idea: Sell TURN $7.50 Puts At May 21 Expiry to Own Stock

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…

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AAPLPosted onMay 2, 2021May 2, 2021

Q1 earnings – nothing to do

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…

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UncategorizedPosted onApril 26, 2021April 26, 2021

Mortal Kombat, Demon Slayer post huge box office numbers ($NCMI, $IMAX, $CNK)

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…

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CVCOPosted onApril 23, 2021April 23, 2021

New pod out with Diligent Dollar – $CVEO, $CVCO, $SKY and more

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…

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CNKPosted onApril 5, 2021April 5, 2021

Movies are back – Godzilla v. Kong wins the weekend

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…

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WINGPosted onMarch 15, 2021March 15, 2021

Building position in WING

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…

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AMZNPosted onMarch 13, 2021March 13, 2021

Investing philosophy

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…

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