Jonathan Poland – Medium

Jonathan Poland

How to Invest with Finite Capital

Let’s say you were gifted $100,000 and instead of just plugging it into a boring index fund (SPY or QQQ) that will most likely turn that…

Sep 23

Sep 23

Stats that are hard to digest.

63 million 1+ million $2.5 billion $2.0 billion 30–40% 18%

Aug 28

Aug 28

AMCX > $2B

AMC Networks has an incredible catalog of content. It also has $800 million in cash and $1.5 billion in net debt with a market cap…

Aug 13

Aug 13

BA > $103B

Boeing has fucked up a lot in recent years. Plane crashes. Astronauts stranded. It also faces stiff competition now from SpaceX. Yet, it…

Aug 11

Aug 11

QXO > $4.5 Billion

Yes, if you didn’t read the documents from Brad Jacobs’ private equity firm JPE then you might have bought QXO at much higher prices.

Aug 10

Aug 10

How much longer?

It’s nearly impossible to avoid a recession (or worse) at this point. On a macro level, the Shiller price to earnings multiple for the S&P…

Aug 9

Aug 9

Buy Gold

The price of gold hasn’t caught up to the rates of inflation we’re seeing. The last time there was a real financial crisis was 2008…

Oct 6, 2023

Oct 6, 2023

Get Into Cash

I have no idea when the bubble bursts but if you are paying attention to anything guru investors are saying, especially those that go on…

Sep 26, 2023

Sep 26, 2023

Pigs Get Slaughtered?

This kind of bullsh*t is why I named my first newsletter pigsgetrich and why I still have the domain wallstpig.com which may come back this…

Jun 9, 2023

Pigs Get Slaughtered?

Jun 9, 2023

Thoughts on Short Term Performance

When an investment is up 260% in less than two month like Carvana has been, that’s nothing more than an indication the market gross…

Feb 2, 2023

Feb 2, 2023

Jonathan Poland

Jonathan Poland

20+ years advising business leaders. Posts on business, finance, and notes from the journey. More @ jonathanpoland.com.

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