Stock Updates: SMSI Visits NYC (Plus, $FB $RDCM $HMNY $HLG)

Long-time readers should note some significant changes in how I communicate in the public domain. The primary purpose of this forum is now to attract new contacts with professional industry expertise to share research and receive feedback (confirmation / refutation) regarding my investment theses. Accordingly, this document should not be construed as an endorsement or … Continue reading Stock Updates: SMSI Visits NYC (Plus, $FB $RDCM $HMNY $HLG)

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MAJOR UPDATE: MoviePass Hits 2.5M Subs, But 2018 Cash Burn Estimate Worsens To $700M

Long-time readers should note some significant changes in how I communicate in the public domain. The primary purpose of this forum is now to attract new contacts with professional industry expertise to share research and receive feedback (confirmation / refutation) regarding my investment theses. Accordingly, this document should not be construed as an endorsement or … Continue reading MAJOR UPDATE: MoviePass Hits 2.5M Subs, But 2018 Cash Burn Estimate Worsens To $700M

Portfolio Update & Latest Thoughts on HMNY

Long-time readers should note some significant changes in how I communicate in the public domain. The primary purpose of this forum is now to attract new contacts with professional industry expertise to share research and receive feedback (confirmation / refutation) regarding my investment theses. Accordingly, this document should not be construed as an endorsement or … Continue reading Portfolio Update & Latest Thoughts on HMNY

Research Diary

Long-time readers should note some significant changes in how I communicate in the public domain. The primary purpose of this forum is now to attract new contacts with professional industry expertise to share research and receive feedback (confirmation / refutation) regarding my investment theses. Accordingly, this document should not be construed as an endorsement or … Continue reading Research Diary

MoviePass/AMC “Settlement” Update

Long-time readers should note some significant changes in how I communicate in the public domain. The primary purpose of this forum is now to attract new contacts with professional industry expertise to share research and receive feedback (confirmation / refutation) regarding my investment theses. Accordingly, this document should not be construed as an endorsement or … Continue reading MoviePass/AMC “Settlement” Update

BREAKING NEWS — AMC Negotiates A Settlement With MoviePass

Long-time readers should note some significant changes in how I communicate in the public domain. The primary purpose of this forum is now to attract new contacts with professional industry expertise to share research and receive feedback (confirmation / refutation) regarding my investment theses. Accordingly, this document should not be construed as an endorsement or … Continue reading BREAKING NEWS — AMC Negotiates A Settlement With MoviePass

Investing in a Correction — Trimming Down & Trading Up

Long-time readers should note some significant changes in how I communicate in the public domain. The primary purpose of this forum is now to attract new contacts with professional industry expertise to share research and receive feedback (confirmation / refutation) regarding my investment theses. Accordingly, this document should not be construed as an endorsement or … Continue reading Investing in a Correction — Trimming Down & Trading Up