
Under-the-radar and misunderstood stocks, special situations, and event-driven trades. Not investment advice.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 16 | Subscribers | Read | cornerstonevalue.substack.com |
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Note: We initially traded into LBRDK as an event-driven play but sold post-spin. Today we are back to the table with a fundamental pitch on the underlying (CHTR). Despite focusing on CHTR, we've chosen to own LBRDK to capture the pending 4%...
This earnings update should be read in conjunction with my original deep dive:
## Base Case & Quick Notes
This earnings update should be read in conjunction with my original deep dive:
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I'm an eclectic value investor, primarily focused on special situations. Nothing I say is investment advice.
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