by Matt Brice | Dec 3, 2018 | Ideas, Investment Theory
When I first wrote about Tinder’s parent company, Match, I believed there were two risks. I know I made a mistake with the first risk, and I believe there are lessons to be learned from both risks I identified. First, Tinder operates a freemium network user business...
by John Huber | Oct 18, 2018 | Case Studies, Investment Journal, Investment Theory
Sears finally filed for bankruptcy earlier this week. Over the weekend, I was rereading some of the notes I’ve taken over the years on Sears. It’s been an interesting situation to watch. I sometimes wonder if Lampert has ever estimated what has become a monumental...
by Matt Brice | Aug 27, 2018 | Ideas, Investment Theory
Facebook's one day drop on July 27th was impressive. It marked the largest ever loss of equity value for a U.S. listed company. However, to achieve such a feat requires a large market cap before such a day, quite an impressive feat on its own. This feat was only...
by John Huber | Jul 6, 2018 | Ideas, Investment Theory
For the first time since the correction in the stock market in February, I am getting interested in a few investment ideas. A few of the ideas are in unexciting companies (unexciting in the sense that they are well-known and have been discussed plenty of times before…...
by Matt Brice | Jun 22, 2018 | Investment Journal, Investment Theory
Bad Blood is a great book. It's a fast read, it's interesting and you should read it. I want to only discuss one aspect of investing with regards to my takeaways from this book. In November of 2006, Theranos raised money at a valuation of $165m. Approximately 8...
by Matt Brice | Jun 15, 2018 | Investment Journal, Investment Theory
“I never allow myself to have an opinion on anything that I don't know the other side's argument better than they do.”— Charlie Munger “We all are learning, modifying, or destroying ideas all the time. Rapid destruction of your ideas when the time is right is one of...
