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Dear Tom and Lindsay
A letter to my friends about my investing philosophy
 • 
Michael
AutoZone: Increasing The Numerator, Decreasing The Denominator
What happens when net income has increases 10x over 26 years and shares outstanding decrease by 90%? A hundred bagger.
 • 
Michael
4
Netflix: Relentless Focus on Two Religions
Legacy media is coming in to take the castle, will the performance first culture be able to hang on to the lead and come out the other side profitable?
 • 
Michael
Patrick Industries (PATK)
A component supplier for major OEMs in RV, Marine, and Manufactured housing. You might have never heard the name but they have compounded earnings ~40…
 • 
Michael
6
Frontier Communications (FYBR)
Betting the ranch on turning copper into gold. What was a sleepy old DSL provider is now a fiber first company with 1.7M fiber broadband subscribers…
 • 
Michael
3
CNX: 2023 won't be like 2022
FCF forecasts have been cut ~45% YoY, is it time to save face and bail?
 • 
Michael
Getting Familiar With Nelnet $NNI
Nebraska must have something in the water. A declining asset sending cash to other segments that are driving severe value.
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Michael
WSG Investment Research
WSG Investment Research
An Investing Collective: Company Analysis, Introspection, and Constant Curiosity
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