Bright Ideas

Unveiling Portfolio and Track Record

Almost a 15% CAGR Over a Close to 5-year Period

Feb 4 • 

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Unveiling Portfolio and Track Record

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December 2023

Why I am Selling (some of) my Best Investment Ever

Uranium has reached a price point that in the long run will stabilize supply and demand

Dec 23, 2023 • 

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Why I am Selling (some of) my Best Investment Ever

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September 2023

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…

Sep 30, 2023 • 

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Inertia, MSGS, and Why it Makes Sense to Own the Knicks (And Rangers)

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June 2023

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…

Jun 17, 2023 • 

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Unveiling an Asymmetric Opportunity: Anterix (ATEX) and Lucrative 900-MHz Spectrum

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April 2023

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…

Apr 22, 2023 • 

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U-Haul (UHAL) – A Good Business at a Good Price

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