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 an in-depth discussion of Madison Square Garden Sports, the owner of the Knicks and Rangers (MSGS). But first, I will go on a bit of a tangent/thought experiment that has always fascinated me and for which I have never seen, read, or heard a suitable and detailed answer: Why
Sept. 30, 2023, 9:46 p.m.
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 fun experience for many), which allows for wireless communication. 900-MHz spectrum has low frequencies and density but can cover large areas. This is incredibly valuable to utilities who need to own their spectrum for security, reliability, flexibility, and somet
June 17, 2023, 6:36 p.m.
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, quality, and management are underestimated by the market. U-Haul (formerly Amerco) is the dominant do-it-yourself-moving (truck rental) and a top self-storage company established in the 1940s by Joe Shoen’s (current CEO) father. As of the latest report, the company has 189,000 trucks, 128,000 trailers
April 22, 2023, 7:35 p.m.
