Buy the Dips for Bright Horizons (BFAM)I have been following Bright Horizons (BFAM) on and off for years now, back in 2015 I even had a post arguing why an expensive stock works…Jun 13, 2019Jun 13, 2019
Published inMoney NotesChecking In on Fidelity National Financial (FNF)FNF is something I have held for years and written about a few times. I’m doing a quick update here.Jun 13, 2019Jun 13, 2019
Published inMoney NotesA Follow up on Zillow: Tracking Strategic ProgressI fleshed out my thoughts on Zillow (“Z”, “ZG”) more since my last write up and I will share them here. This includes a clearer idea of…Jun 13, 2019Jun 13, 2019