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Unveiling Portfolio and Track Record
Almost a 15% CAGR Over a Close to 5-year Period
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Bright Ideas
Why I am Selling (some of) my Best Investment Ever
Uranium has reached a price point that in the long run will stabilize supply and demand
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Bright Ideas
9
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…
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Bright Ideas
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…
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1
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…
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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.
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