Cable Stocks Keep Getting Punched in the Mouth
Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio.
My Appearance on John Oliver’s Last Week Tonight (Kind of)
This past Sunday, I received a text from a friend who told me he saw me on John Oliver’s “Last Week Tonight” show on HBO.
No Shortcuts to Greatness: The Path to Successful Investing
One of my principles in life is to have a net positive impact on the people I touch. If every single stock I discussed only went straight up, I wouldn’t have to worry about it. But this is not how life works.
Data Driven Hiring
I love being the CEO of IMA. I get to set the direction of the company, decide on its long-term and short-term goals, and build the IMA culture and team.