Category :Specific Stock Ideas

Lumen is one of the larger holdings within our Small Cap Plus strategy and continues to befuddle us at these valuations. We’ve done an excellent

As part of our continuing series of “buy the heck out of it and tell everyone else in the world”, with the additional caveat of

At risk of creating a widespread Dankberg “crush,” this is the “beyond the spreadsheet” case for Viasat that doesn’t get much play from the “how

Well…he has less competition. From the ViaSat files: SoftBank’s OneWeb Is Said to Mull Bankruptcy as Cash Dwindles (Reprinted from Bloomberg, by Eliza Ronalds-Hannon, Gillian

Worth reading at least the first six pages. A class act that we stupidly sold long ago when it seemed “expensive.” Before tripling again. Whether