Friday, August 28, 2015

LiLAC Group: Liberty Global's New Tracker

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I realize LiLAC has been covered plenty on Twitter and other blogs, but I just wanted to memorialize my thoughts along with some of those in...
3 comments:
Friday, August 21, 2015

A Few Ideas From My Watchlist

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I'm pretty comfortable with my current holdings, mostly just sitting on my hands during this bout of market volatility, but want to high...
8 comments:
Friday, July 31, 2015

WMIH Corp: KKR Controlled NOL Shell

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A simple and brief investment idea today, it's been teased and mentioned a few times in earlier posts on other NOL companies.  WMIH Corp...
18 comments:
Tuesday, July 7, 2015

Graham Holdings: Undervalued Parent ex-Cable ONE

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Graham Holdings (GHC), formerly The Washington Post Company, has transformed in the past two years as they’ve sold their namesake publishing...
8 comments:

Gramercy: Switching to Plan B

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REITs have been under pressure the last few months as interests rates have ticked up on the expectations of a fed funds rate hike later this...
Tuesday, June 30, 2015

Mid Year 2015 Portfolio Review

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It's been a busy last few months for me personally, as a result I haven't spent a lot of time on developing macro thoughts (not that...
7 comments:
Tuesday, May 19, 2015

Gannett: Familiar Publishing Spin Playbook

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Continuing on a familiar trend in the legacy broadcast/publishing media space, Gannett announced in August 2014 the spinoff of their publish...
3 comments: