In September 1995, legendary investor Peter Lynch wrote an article in Worth magazine (“Fear of Crashing”) where he looked to address two questions that…
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Note: I published a deep dive on Match Group on 06/06/22 (link) In 2014, 24-year old Whitney Wolfe Herd found herself back at square one. The co-founder…
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In March 2017, a month before Howard Schultz prepared to step down as CEO of Starbucks (for the second time), the company held its annual meeting in…
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Note: Last week, I sat down with Brandon Beylo of The Value Hive Podcast to discuss the current state of U.S. retail. You can listen to the episode…
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In “Spotify: The Power Question”, I concluded with the following: “This a very important moment for Spotify. As management is learning, life as a public…
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With roots to the start of online dating (mid-1990’s), Match is the industry leader in a business that has greatly benefited from the global explosion…
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In hindsight, the idea of bucketing companies into COVID “winners” and “losers” looks overly simplistic and short-sighted. For most of the businesses…
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Dollar General: Flight to Value Recent DG Posts: Deep Dive, Q2 FY21, Q3 FY21, Q4 FY21 Following difficult quarters for Walmart and Target, which…
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Note: Last week, I recorded a podcast with Andrew Walker focused on the media industry (NFLX, DIS, etc.). You can listen to the episode here. In Q1…
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In “The Magic Happens on the Screen”, I wrote the following: “Is there some way to tweak the equation, both in terms of the dollar amount spent over the…
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As noted in this morning’s write-up (“Just Keep Swimming”), I’ve decided to make a few portfolio changes (the trades will be executed tomorrow morning…
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(Recent Disney Posts: Q1 FY22, Q4 FY21, Q3 FY21, Theatrical + IP) In Q2 FY22, Disney+ reached ~138 million global paid subscribers (+33% YoY); inclusive…
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