16
Feb
Stock Updates
Kraft Heinz (KHC)
I originally started buying Kraft Heinz expecting some sort of corporate activity. The stock has been a
4 min read
Research
05
Feb
Rapid Round
Something I've done for a long time is keep a journal (random scraps of paper and iPad doodles)
6 min read
29
Jan
TD SYNNEX (SNX)
Tech Data Corporation
Consolidated Statement of Cash Flows (In thousands)
Fiscal Year Ending Jan 31
2012
2011
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2008
11 min read
21
Jan
Darling, Fraud & Fortune
The Rise, Fall and Rebirth of Equity Funding Corporation of America
The company Fortune magazine called the fastest-growing diversified financial
33 min read
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
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