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"My Investment Philosophy" There's no paywall on today's post because I believe it's pertinent information for both current and prospective subscribers. This is an overview of who I am, or at least who I’m trying to be, as an investor. thescienceofhitting.com/p/my-investmen…
Rich Barton: "Vacations rentals were exciting [in the late 1990's] for the obvious reasons: a huge industry, mostly in the dark / opaque inventory, globally distributed, no marketplace. It was very difficult to get inventory, pricing, availability... lots of unmet demand and lots…
“Roberts is even weighing a potential offer that could catapult him ahead of his rivals – a bid that could possibly reach a valuation of $27 or $28 a share, according to the sources. And that’s just for its studio and streaming businesses”
SCOOP: @comcast CEO Brian Roberts plans to join a second round of bidding next week for @wbd and to reinvigorate his media shrinking empire he is even weighing a potential offer that could catapult him ahead of his rivals $CMCSA $WBD $NTFLX $PSKY nypost.com/2025/11/28/med…
Relistened to Jim Koch's "Quench Your Own Thirst" this week - underrated book on business, thinking about competition, being an entrepreneur, etc. open.spotify.com/show/51u34mVJL…
Incredible article about Charlie Munger’s final years. An utterly fascinating man until the very end. wsj.com/finance/invest…
Phocuswright: "Fewer than half of STR hosts aim to generate a profit." youtube.com/watch?v=CTXZn4…
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Short-term rentals 2025: Navigating the next phase of growth |...
In FY22 - FY24, $GAMB repurchased ~$30.0 million of its common stock at an average price of ~$9.1 per share; it's currently trading at ~$5.3 per share
My family office has acquired 351,000 shares in $GAMB (>1% of the company), taking my stake from under 10% to over 11%. I believe the current valuation is completely disconnected from reality and I am delighted to pick up shares at these levels. I believe other members of the…
Roblox TTM Developer Exchange Fees $RBLX
Today's TSOH Investment Research Roblox: "Extremely Efficiently" $RBLX
Roblox TTM Bookings are up ~10x over the past six years $RBLX
Roblox TTM Free Cash Flow Margins $RBLX
Today's TSOH Investment Research Disney: Rewiring The Earnings Engine thescienceofhitting.com/p/disney-rewir…
Airbnb CEO Brian Chesky: "We were going through this, and it turns out there's dozens and dozens and dozens of services that you can't easily book online. There's no review system, it's not instantly bookable, and you don't know what you're actually getting." $ABNB
Today's TSOH Investment Research Disney: Rewiring The Earnings Engine thescienceofhitting.com/p/disney-rewir…
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