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December 30, 2017

We continue our blog series: Market Musings, Volume 1, Edition 18, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present Drive-By Analysis: National CineMedia (NCMI) Edition.

Today, we present a brief loo...

December 22, 2017

Seven Corners today issued its writeup regarding Emergent Capital (ticker EMGC). Specifically, we are long the stock and believe that EMGC is worth approximately $1.27 to $1.28/share, representing upside of nearly 235% from the current trading level....

December 22, 2017

We continue our blog series: Market Musings, Volume 1, Edition 17, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present Genworth's Plan B.

We have a medium-sized position in Genworth Financial (ticker GN...

December 19, 2017

We continue our blog series: Market Musings, Volume 1, Edition 16, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present Don't Override the Model and A Few Thoughts on the Crypto Stock Mania.

1. Don't Ove...

December 17, 2017

We continue our blog series: Market Musings, Volume 1, Edition 15, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present Disney's Fox Purchase Indicates Viacom's Strategic Value Is $59.50/Share.

If Disney...

December 11, 2017

We continue our blog series: Market Musings, Volume 1, Edition 14, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present Bitcoin and the Obsession With Market Quotations.

If the current Bitcoin craze eluc...

December 8, 2017

We continue our blog series: Market Musings, Volume 1, Edition 13, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present How to Buy a Fertilizer Plant (or Two) at 34% Off of List Price.

Ever have a desire...

December 6, 2017

We continue our blog series: Market Musings, Volume 1, Edition 12, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present Buffett's Way to Wealth.

We came across an intriguing graphic recently, showing the...

December 4, 2017

We continue our blog series: Market Musings, Volume 1, Edition 11, giving our (hopefully not too random) thoughts on recent goings-on in the markets. Today, we present Further Thoughts on Viacom.

We previously presented our long thesis on Viacom's B s...

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