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landstander

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  1. landstander
    The book does not cover Coupang. It does cover Alibaba in detail and WeWork to a lesser extent. In addition to his boldness, this book shows Masayoshi Son as incredibly charismatic. He has a long history of transactional relationships and negative outcomes for his counterparties, butt he never seemed to struggle with finding new partners to believe in his vision and provide funding.
  2. landstander
    I'd recommend the recent biography - Gambling Man: The Secret Story of the World's Greatest Disruptor, Masayoshi Son. Interesting read on his early-90's rise and up through his recent fundraising for AI. Quite a ride.
  3. landstander
    Transact Technologies (TACT). Being correctly punished for being in casinos and in food service.
  4. landstander
    Sharps Compliance (SMED) - Up quite bit already, but would benefit from testing and vaccine waste needs.
  5. landstander
    Regarding multiple Microsoft products, Skype for Business is reaching end of life July 2021 and being replaced by Teams. If that happens, I think it further limits Slack as Teams becomes the default choice for larger companies.
  6. landstander
    You should be fine - https://travel.state.gov/content/travel/en/international-travel/International-Travel-Country-Information-Pages/Canada.html I had to look this up as I'm going through Canada to Europe next week.
  7. landstander
    The article was posted on ZeroHedge if you're still interested - https://www.zerohedge.com/news/2019-04-25/quiet-panic-kyle-bass-hong-kongs-looming-financial-political-crisis
  8. landstander
    Purchased TACT. I like the odds on their restaurant business and today's departure of a board member (possibly in response to activist letter on 12/18).
  9. landstander
    Bought some TACT. Maybe earnings tomorrow provide some visibility into their restaurant division, although it's been a lot of nothing for years now.
  10. landstander
    It does seem rather concentrated, but this also seems to be their very high conviction idea (7x). I'm not in it, but it's interesting - https://www.kerrisdalecap.com/wp-content/uploads/2018/06/Intelsat-and-SES.pdf
  11. landstander
    Wide ranging interview I enjoyed with Tony Deden -
  12. landstander
    Bought NYCB and sold SMTA (spinoff from SRC).
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