XMFRoyal

Boards Post

XMFRoyal replied to the Jim Royal board. 11:46 PM

Re: IAC dbl spinout leaves stub @ -$2B

Thanks, Rob. You know I like these situations where it looks like we're getting a business for free or even at a negative value. And with MTCH trading publicly, you can lock in the value of that stub. This looks pretty compelling, I think. [more]

Boards Post

XMFRoyal replied to the Jim Royal board. 11:41 PM

Re: CONE exploring a sale?

Interesting, and CONE -- along with the other data center REITs -- doesn't look all that cheap on conventional REIT multiples, but it's the same with all the data center REITs. But like the tower REITs, they've got a lot of growth that [more]

Boards Post

XMFRoyal replied to the Jim Royal board. 2:06 AM

Re: CNNE

Hi, Randy,

I haven't been following CNNE that closely, but I think it's probably a good move for them to unload some of the CDAY stock -- whew, has that run up quickly! And CNNE management as well as FNF management did a good job [more]

Boards Post

XMFRoyal replied to the Jim Royal board. 2:03 AM

Re: Cars.com crashed hard. Totaled?

Yeah, it's been quite drop since the time of the spinoff or so. Another part of buying with hedgies who will unload their positions on you quickly if they're not seeing what they want.

Jim

Boards Post

XMFRoyal replied to the Jim Royal board. 6:20 PM

Re: Cars.com crashed hard. Totaled?

Oof. And does CARS have a proven activist holding its feet to the fire? This looks like a damning sell from Starboard.

Jim

Boards Post

XMFRoyal replied to the Jim Royal board. 11:29 PM

Re: Dupont - Talks of division sale

It's always weird when you leave a company like that, especially if you were friends with a lot of people there. Everyone goes on without you and the business proceeds in new directions, day after day, and you simply gradually fade from their [more]

Boards Post

XMFRoyal replied to the Jim Royal board. 7:32 PM

Re: Dupont - Talks of division sale

Yeah, and lots of ways DD could go with that unit, including a Reverse Morris Trust with another player. I've read that there may be many options to continue splitting up the components of the former DWDP. But the market doesn't love any of [more]

Boards Post

XMFRoyal replied to the Jim Royal board. 7:30 PM

Re: Cars.com crashed hard. Totaled?

CARS has been a wreck more or less since the spinoff. Before that, it was growing very nicely.

Jim

Boards Post

XMFRoyal replied to the Jim Royal board. 7:28 PM

Re: WOW

This could be some interesting reading on WOW as well: http://yetanothervalueblog.com/2019/07/2019-halfway-point-le...

The [more]

Boards Post

XMFRoyal replied to the Jim Royal board. 7:26 PM

Re: CTRE

Yeah, not a bad quarter and year for CTRE. They're a well-run company, and I expect good things long term.

However, it looks like their chart has finally started to break down, so I do wonder if they continue sliding from here. [more]

Boards Post

XMFRoyal posted to the Jim Royal board. 10:07 PM

SIRI

https://twitter.com/JimRoyalPhD/status/1156379621463678977

They've now repurchased all the shares they issued as part of the Pandora acquisition and for much [more]

Boards Post

XMFRoyal replied to the Jim Royal board. 8:54 AM

Re: TFSL's MHC Dividend Waiver

It's good to see this become official, although they haven't seemed to have any problems up til now getting it passed. We've seen a decent drift up in the stock since the initial announcement.

Jim

Boards Post

XMFRoyal replied to the Jim Royal board. 5:12 AM

Re: Am I thinking correctly here - ROKU options?

Hey, Vince,

You should always consider the merits of the incremental investment and not entangle your prior decision with the new one. If you roll, you're effectively closing the old position and setting up a new risk-reward. So I would [more]

Boards Post

XMFRoyal replied to the Jim Royal board. 12:47 PM

Re: I've been plastering this on social medi

Yeah, pop music is one of my worst categories. I'm in an online triva group called Learned League, and it's my third worst category (of 16). Well, you work with what you got. After the game Ryan told me that he was sweating a little when I [more]

Boards Post

XMFRoyal replied to the Jim Royal board. 9:16 AM

Re: I've been plastering this on social medi

https://twitter.com/JimRoyalPhD/status/1147493952502870017

Lol

Jim

Boards Post

XMFRoyal replied to the Jim Royal board. 11:10 PM

Re: I've been plastering this on social medi

Awesome, Jake! Thanks! It was so much fun to be on the show, and I watched the show rapt, even not remembering many of the questions and answers somehow. But Ryan was super quick on the buzzer and a really nice guy, too. I had some trouble getting [more]

Boards Post

XMFRoyal replied to the Jim Royal board. 7:03 PM

Re: NRE buyout

Well, Kingran, you didn't have to wait long on those calls, huh? Hopefully you got them at a price that you still make money here.

Jim

Boards Post

XMFRoyal replied to the Jim Royal board. 6:53 PM

Re: NRE buyout

Well, well, well...

Interesting that we had reports just a few days ago about nearly $18 per share and then we have this. Could it have been someone leaking that to get a higher price out of the buyer?

Anyway, here's what [more]

Boards Post

XMFRoyal posted to the Jim Royal board. 10:03 PM

NRE buyout

Have you all seen this? Reports of a concrete number are a good sign.

"Vivion has partnered with a unit of Italian insurer Assicurazioni Generali SpA, according to one of the people, who asked not to be identified because the [more]

Boards Post

XMFRoyal posted to the Jim Royal board. 1:12 PM

Aircraft lessors

http://yetanothervalueblog.com/2019/07/should-the-airplane-l...

Jim