In case you were too busy “Netflix and chilling” to notice, Netflix’s (“NFLX”) market cap is essentially equal (Barron’s $) to that of Disney (“DIS”). NFLX is spending about $3.1 billion more dollars per year than it is able to bring in (“burn”). DIS is gushing about $10 billion net cash per annum after all of its investments and all of the money that Scrooge McDuck uses to wipe his tail feathers. I have seen stranger things…but probably not since the year 2000. Continue reading “Netflix, Disney, and Even Stranger Things”
Month: April 2018
Mr. Greenblatt Comes to Town
Joel Greenblatt is one of my favorite investors to follow. He recently did a couple of interviews which provided an interesting contrast. In one interview, he threw some shade on the “value factor” in the other interview he recommended a value factor fund as a good investment for retail investors to hold over the long run. Continue reading “Mr. Greenblatt Comes to Town”
Conagra and Pinnacle Foods
I have discussed my (modest) investment in Conagra Brands (“CAG”) before on this blog. See Investing Diary: CAG and Conagra Brands Update. This week Jana Partners filed a 13D announcing that they are holders of just under 10% of Pinnacle Foods (“PF”) stock and, essentially, that they are going to be active in promoting a sale of the company. Continue reading “Conagra and Pinnacle Foods”
Podcast(s) of the Week
It is time for another podcast of the week. I took the punishment of listening to lots of mediocre (and some great) pods for you and will now flag one (or a few) for your listening pleasure. Continue reading “Podcast(s) of the Week”
Foreign Value Factor ETFs Update
Back on November 24, 2017, I published a post entitled Best Foreign Value Factor ETFs. In that post, I looked at several options and attempted to compare and contrast them on the road to picking one for purchase. Since we just finished up the first quarter of 2018, I though I would take a look at the performance of these options since the prior post. Continue reading “Foreign Value Factor ETFs Update”
Bed, Bath & an Abomination?
Bed, Bath & Beyond (“BBBY”) reported earnings on Thursday this past week. While they “beat consensus estimates” the stock was down around 20% on the day. More interesting to me is that retail REITs were down around 2% on the day based on the BBBY news. I am going to take a quick look at BBBY the earnings report (and conference call). Perhaps more interestingly, we will look at which of the landlords we previously examined has the most BBBY exposure. Continue reading “Bed, Bath & an Abomination?”
For Your Viewing Pleasure: John Malone
Some videos and thoughts about John Malone.
I came across some pretty good/entertaining videos on Youtube about John Malone, of Liberty Global, etc…you know, The Cable Cowboy. I thought I would share with you and assemble them here for my future reference. Continue reading “For Your Viewing Pleasure: John Malone”
Podcast of the Week
I listen to many investing and finance podcasts (I follow around 20). Even a finance nerd like me can become overwhelmed and buried in the abundance of beautiful pods. It can be a real drag on your time. So, I am going to start to “dive on the grenade” and provide you, dear reader (or future self), with one podcast per week that may be worth a listen. Continue reading “Podcast of the Week”
Resource Roundup: More CAPE
This is another in my “Resource Roundup” series, highlighting some resources that I hope you will find useful. Today, we are going to beautiful Newport Beach, California and across the pond to Deutschland to explore some CAPE-tastic things. Continue reading “Resource Roundup: More CAPE”
Insurers: Greenlight RE and Brighthouse Financial
This post is about David Einhorn’s Greenlight Capital, Greenlight RE (“GLRE”), one of his (reportedly) largest portfolio investments, and related book about another famous investor that I am rereading. Continue reading “Insurers: Greenlight RE and Brighthouse Financial”