This is the audio recording of my newsletter where I discuss Owner Operators, Portfolio Concentration, Liberty Broadband, IAC Interactive, Ballantyne Strong, and Pershing Square Tontine Holdings.

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If you are a new investor and have questions, send me a Twitter DM.
If you are an experienced investor and have feedback, I'd love to hear it.

Links from Podcast
Intrinsic Investing
Horizon Kinetics
Chris Mayer
Corbin IAC Twitter Thread
Corbin BTN Tweet
Kyle on Cerminara on The Business Brew
Jared Kaplan on The Business Brew
Tech Bro Capital BTN Twitter Thread
Andrew Walker PSTH
Enrique Abeyta PSTH
PSTH Investor Presentation
Joe Boskovitch Planet Microcap Podcast
Joe Boskovitch Twitter

Remember I am an engineer and not your personal investment advisor or fiduciary. Anything I write or speak about is for informational purposes only and cannot be taken as investment advice.