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Rustycage

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Everything posted by Rustycage

  1. $ATUS crappy compared to competitors, overlevered, huge b/b at high prices/crappy capital allocation, crappy mgmt, didn’t understand industry dynamics well enough, crappy/dbag majority holder, significant risk of $0 of things went bad (and they probably have) drank the kool aid on “but it’s cheap relative to other cable-cos”
  2. How about your mobility work + however many burpees you can do in the remaining time
  3. Merry Christmas to all! Feeling #blessed to have stumbled onto this community, you’re all a wealth of knowledge. Cheers!
  4. I can provide some serious failure, proud owner of $ATUS from 13, have managed to sell a bit though
  5. Some good advice in this thread. I’m aiming at 10-15 holdings: I’d like to concentrate it further but I think it would affect the “sleep at night” factor One quote I always think about was from Andrew Jones in “The Art of Value Investing”: “if the only way you can get comfortable about an idea is to own less of it, to my mind that tells you something about the quality of the idea”. He basically says to look elsewhere if you won’t make something a 5%+ position. Part of the reason I don’t bother with tracker positions
  6. Added to msge and dbrg because I like lighting $ on fire
  7. Let me guess, proceed now, but with caution
  8. There is a thread that does this in Reddit each quarter. Thinks it in the Security Analysis group
  9. Purchase the sub as well I'm still an investing newb but have found TIKR to be very useful for research purposes. Keep up the good work!
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