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BBX

New BBX Capital Investment Case

Rich Howe2020-10-05T09:35:42-04:00

October 5, 2020

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Spinoff Investing @stockspinoffss·

Amazing opportunity to work with the next "Joel Greenblatt"

Connor Haley@AltaFoxCapital

We are looking to add an investment analyst to our team. If you know any outstanding candidates that are passionate about investing and would be excited about this DFW-based role, please let us know at: info@altafoxcapital.com

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Richard Sosa @rsosa8·

$LSYN Please see below link for my notes on Liberated Syndication appropriately titled "So have you ever thought about launching a Podcast?

DM's open, would appreciate any feedback. (1/7)

https://www.dropbox.com/s/xn3kwpwqmyjbvc9/LSYN%20Memo%2010.16.20.pdf?dl=0

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Spinoff Investing @stockspinoffss·

https://stockspinoffinvesting.com/spin-offs/joel-greenblatt-podcast-interview-notes/

Some highlights:

1) According to Greenblatt, if you bought every company that lost money in 2019 that had a market cap >$1BN (261 companies), you would be up 65% this year.

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LT @LowTideInvest·

Low Tide Investments September 2020 Monthly Roundup - https://bit.ly/3fdWZqE

In this latest monthly roundup, we discuss $SBUX, $SVIN, $KTB, $TTSH, $CSCO, $TLFA, $AMNF, and $SMIT.

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Magdalena (Mags) Kala @magdalenakala·

There is no worse subscription cancelation exp than @WSJ.

1) Online account > manage subscription > *can't manage*
2) Contact us > chat > cancel subscription > *call us*
3) Call > 10min hold >
"Why are you canceling?"
Me: "Don't have time"
"Why don't you have time?"

WTF.

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