Monday, December 4, 2017

December 2017 - Short Presentation from Dec 2017: My Process + CHTR & CMCSA overview

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My (short in length) presentation from this past weekend in Florida. Click here  PRESENTATION LINK Combination of: (a) my process (b) co...
36 comments:
Friday, June 2, 2017

Markel Corp (MKL) - Brief Overview - 38 slides [6/02/2017]

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Link to Slide Deck: Markel Corp (MKL) 6/2/2017 (click left) Quick overview of MKL, how I think about the underlying drivers of the busine...
12 comments:
Thursday, May 18, 2017

Payments Industry Overview - Analysis of Visa, MasterCard, American Express - 361 Slides [5-18-2017]

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Link to slide deck:  Payments Industry - V / MA/ AXP - May 2017   (click left) There are no specific recommendations in this slide deck. M...
107 comments:
Friday, September 2, 2016

LiLAC (LILA/B/K) - Liberty LatAm - 287 slides [09/02/2016]

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Link to slide deck: LiLAC - September 2016   (Click left) This presentation is long on purpose, as not much is written about the specific...
28 comments:
Monday, August 1, 2016

Investment Blogs to Follow/ Consider Following

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Blogs to follow/ consider following for Investing-Related Material (Note: I do * not*  endorse all of these; some gathered through recomm...
30 comments:
Tuesday, May 3, 2016

Cable ONE, Inc. ("CABO") - 60 page Slide Deck [5/3/2016]

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I welcome any feedback/criticism. Link to Slide Deck:  Cable ONE, Inc. ("CABO") Slide Deck [5/3/2016] Brief Summary: Cable ...
11 comments:
Thursday, March 24, 2016

Observations from 2015 The Howard Hughes Corp. (HHC) CEO Letter [3/24/2016]

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Link here to 2015 Shareholder Letter (worth a read if interested in the company) LETTER   or Here Summary: This letter is always a good ...
26 comments: