Archives

Please click on a button below to jump straight to that category.
December 19, 2021

Newspapers (Part 2)


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). Read More
Categories: Investments
Positions Mentioned: LEE
December 10, 2021

Newspapers (Part 1)


I’ve never thought of participating in shareholder activism. I mean, if you don’t like how a business is going, why invest in it? I’m too busy with life to go out there picking fights. Besides, a surprising amount of activism seems to end in disappointment—particularly as the company uses your capital to fight against you. Therefore, I found it somewhat surreal that for the Read More
Categories: Investments
Positions Mentioned: LEE