Microsoft – Activision Blizzard Deal Thoughts
Disclosure: I am long Activision Blizzard, Inc. (NASDAQ:ATVI) and Microsoft Corporation (NASDAQ:MSFT). Q4 2021 hedge fund letters, conferences and more … Read more
Brian Langis
Amazon – Metro-Goldwyn-Mayer Studios Deal
When analyzing the WarnerMedia-Discovery deal, the Amazon-MGM deal came the week after. I was wondering what this meant for the WarnerMedia-Discovery deal? … Read more
Discovery: The Next Big Scale Player In Entertainment
Another Discovery post. The more I write about Discovery, the more the price goes down (DISCA). So this is the … Read more
Discovery Communications Part II – Change The Story
Discovery Part II Q1 2021 hedge fund letters, conferences and more Three weeks ago I picked up shares of Discovery … Read more
Lumen Technologies: An Old School Value Investor’s Favorite
It’s been a few months since my last write up on Seeking Alpha. Since October 2020 I think. You can … Read more
Random Thoughts – After the Crisis, Opportunity
The pandemic crisis has created the opportunity for an economic and social reset. The question is whether politicians will grasp … Read more
Charlie Munger Caltech Zoom Call 2020 Notes
Yesterday, December 14th 2020, Charlie Munger did a Zoom call with Caltech. I think the last time he formally spoke … Read more
Virtuous Circle – How to Make Flying Cars
Ever heard of the virtuous circle in equity financing? A new startup, let’s call it the Wright Motors Company, has … Read more
Thoughts On NVIDIA Corp (NVDA)
I’ve admired NVIDIA Corp (NASDAQ:NVDA) for a long time. It’s a great company with great leadership and great companies are … Read more
Quality Shareholders
You heard of quality companies, but what about quality shareholders? I find the idea of “quality shareholders” very interesting. The … Read more
Bill Browder would invest in companies at 0.5x P/E and such when Nobody knew how to value anything except for vodka and cigarettes
I have a pile of things I need to read and I have a pile of things I want to … Read more
Magic: The Gathering Or Equities?
Last week I posted about Lego’s 7,500+ Piece Millennium Falcon set. You can find one for about $1,000. While on the … Read more
Martin J. Whitman – Value Investor
Martin Whitman, an incredible value investor and teacher, passed away at 93 years old (Business Wire). Below are a short … Read more
Li Lu – Himalaya Capital
Here’s the latest addition to my investment collection of useful resources. Li Lu manages Charlie Munger’s money and one of … Read more
Alphabet (Google) Campus Visit
I use Google every day. I use its search engine, gmail, Youtube, Chrome, cloud, photos and calendar. My phone runs … Read more