Xperi Holding Corp (XPER)

Formerly TiVo Corp (TIVO) (merged in 2020) Asset Class: US Stock (Sector: Information Technology / Industry: Software) Original Investment Thesis (12/2017):  When I bought this company’s stock, I liked several things about it.  They are a product of an acquisition of TIVO (by ROVI…then keeping the TIVO name).  This was in late 2016—valued TIVO at …

Macy’s Inc. (M)

Asset Class: US Stock (Sector: Consumer Discretionary / Industry: Multiline Retail) Original Investment Thesis (12/2017):  Retailpocalypse!  Amazon is evidently going to put every company on earth out of business.  Somehow, I doubt that happens!  I don’t think Macy’s is going out of business…ever.  Macy’s has been around since the 1800s and in my opinion, Macy’s …

Alliance Resource Partners LP (ARLP)

Asset Class: US Stock (Sector: Energy / Industry: Oil, Gas & Consumable Fuels) Original Investment Thesis (11/2017):  Cyclical investing!!!  This investment has a lot of strangeness that I needed to figure out in order to get comfortable owning it (besides being a coal company).  It was the first coal MLP formed in 1999 (originally started …

Hawaiian Holdings Inc (HA)

Asset Class: US Stock (Sector: Industrials / Industry: Airlines) Original Investment Thesis (11/2017):  I always loved Warren Buffett’s quote (from back in 2007) about how someone should have shot down Orville Wright on that first flight in order to save investors in airline stocks a ton of capital over the decades.  That said I think …

ViacomCBS Inc (VIAC)

Formerly Viacom Inc (VIAB). Merged with CBS Corp in 2020. Asset Class: US Stock (Sector: Communication Services / Industry: Entertainment) Original Investment Thesis (11/2017):  Basically, my entire investment thesis in life is if you can own Spongebob Square Pants…do that!  I remember one time when my tv provider was fighting with Viacom about pricing and …