26
Nov
Portfolio Musings
I did some rebalancing recently and thought I'd pin how I'm positioned going into the new
6 min read
Ryan Lundeen
16
Nov
Ecovyst (ECVT)
Ecovyst (ECVT) is the North American market leader in chemical recycling for refineries, with a business model that supports 70%
9 min read
23
Oct
Media Accounting
The following is an aggregation of notes and thoughts I put together while looking into Warner Bros Discovery (WBD) last
7 min read
19
Oct
Forward Pharma A/S (FWP)
Introduction
This was a situation I got into in 2017 that resulted in ~50% absolute return in a few months,
4 min read
08
Oct
OMC + IPG
OmnicomGroup (OMC) and The Interpublic Group of Companies (IPG) are merging into an entity that – in my perfect dreamworld – would
4 min read
02
Sep
Buffett Has Lost It -- Kraft Heinz
I don’t think Charlie and I…certainly at Berkshire…I don’t think we’ve ever had a permanent
4 min read
13
Aug
FONAR Corp (FONR)
I like special situations. They usually have higher degrees of certainty when answering:
* How much cash is there?
* When will
3 min read
05
Aug
ARC Document Solutions (ARC)
This was an idea I posted on Twitter last summer. It is a review of ARC Document Solutions (ARC) after
3 min read