On December 10th, I posted Part 1 of this thread. It’s a good primer on why I’m so bullish on the transition from print to digital at newspapers.
I recently spoke with my buddy Andrew Walker from Yet Another Value Blog (strongly recommend that you subscribe as it’s one of the best blogs out there) about my position in Lee Enterprises (LEE – USA). If you’d like to listen to the discussion on LEE, click here.
Additionally, Andrew’s comments on twitter are a valuable addition to the discussion. Click here.
On a different note, I’m in the Azores, celebrating a rather legendary year in the markets. I’ll be here until around January 15. If any of you want to grab drinks, please email me at firstname.lastname@example.org
Disclosure: Funds that I control are long LEE
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