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Inertia, MSGS, and Why it Makes Sense to Own the Knicks (And Rangers)

Inertia, MSGS, and Why it Makes Sense to Own the Knicks (And Rangers) The theme of this article and investment is “inertia” and I will eventually get to…

Sep 30 •

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Unveiling an Asymmetric Opportunity: Anterix (ATEX) and Lucrative 900-MHz Spectrum

Company Statistics Executive Summary Anterix (ATEX) is the largest owner of 900-MHz spectrum (please don’t stop reading, I know spectrum has not been a…

Jun 17 •

U-Haul (UHAL) – A Good Business at a Good Price

Company StatisticsThanks for reading Bright Ideas! Subscribe for free to receive new posts and support my work. Executive Summary U-Haul’s business…

Apr 22 •

Bright Ideas

Bright Ideas

Welcome to my publication. I am writing to get more knowledgeable about my investments as well as have a public repository of my ideas and investment progress.

Recommendations

Marc Rubinstein

Value Situations

Conor Maguire

Clark Square Capital's Ultimate Value

Clark Square Capital

Doomberg

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Bright Ideas

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