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“Returns and Lessons Learned” wasn't self-flagellation; my objective was to highlight how mistakes planted the seeds for an evolution in my investment philosophy and research process.
The Science of Hitting
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In “Match Group: Disappointing Execution”, I wrote the following: “Digging in on Payers, we can see that Match has a bit of a problem on their hands. As…
The Science of Hitting
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“Retirement is great.” - Bob Iger, September 2022 On Sunday, November 20th, the Board of Directors of The Walt Disney Company announced that Bob Iger…
The Science of Hitting
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In “Bigger Than Play”, I wrote the following: “The important thing to note, in my opinion, is that Roblox is making these moves from a position of…
The Science of Hitting
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“I think that we learned a lot of lessons a year or two earlier than a lot of other tech companies because we were hit so hard so early [at the outset…
The Science of Hitting
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In November 2021, following Disney’s Q4 FY21 results, I wrote “Breaking The Dam”. It was written at a difficult time for Disney; over the prior three…
The Science of Hitting
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From “Cable’s Convergence Calamity?” (August 2022): “As we think about the long-term evolution of the connectivity industry, two alternative paths lie…
The Science of Hitting
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From “Meta: Appropriately Calibrated” (May 2022): “With Meta, the market (rightly) expressed concerns about FRL, most notably the scale of investment…
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