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- Charter Communications (CHTR) [Jan 2020]
- Comcast Corp. (CMCSA) [Feb 2020]
- The Walt Disney Company (DIS) [March 2020]
- Alphabet Inc. (GOOG/L) [April 2020]
- Nintendo Co., Ltd (7974 JP / NTDOF/Y) [May 2020]
- Music Industry Part 1: SiriusXM (SIRI) / Liberty SiriusXM (LSXMA/B/K) [June 2020]
- Music Industry Part 2: Spotify Tech. (SPOT) [July/August 2020]
- Music Industry Part 3: Live Nation (LYV) [October/November 2020]
- Activision Blizzard (ATVI) [January 2021]
- Take-Two Interactive (TTWO) [February 2021]
- Roblox Corp. (RBLX) [March 2021]
- Formula 1 Group (FWONA/B/K) [April 2021]
- Facebook, Inc. / Meta Platforms (FB/MVRS) [September / October 2021]
- Altice U.S. (ATUS) [February 2022]
- Comcast Corp. (CMCSA) – An Update [March 2022]
- Netflix Corp. (NFLX) [January 2023] –
- S&P Global Ratings (SPGI) – Part 1 of 2 [January 2024]
- S&P Dow Jones Indices (SPGI) – Part 2 [January 2025]
Links to download of “sample posts” (PDF)
- March 2020 – Coronavirus (BRK SBUX GOOG CMCSA CHTR) Brief Notes
- Markel Corp. (MKL)
- Payments Industry – V, MA
- Liberty LatAm (LILA)
- Cable ONE (CABO)
- DaVita Dialysis (DVA)
- Credit Rating Agencies (MCO, SPGI)
- Moody’s Corp. (MCO)
- Howard Hughes Corp. (HHC)