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Posts by: Tim Fodor

ClubCorp On Track Despite Challenges

ClubCorp (MYCC) reported second quarter results that show our investment thesis is on track. MYCC reaffirmed their full year guidance. Same store sales and EBITDA continue to grow steadily as…

Patience Paying Off at CBS

CBS reported fourth quarter results largely in line with analyst estimates.  After a tough year in 2014 when operating income fell and estimates declined steadily, reporting results merely as expected…

Disney: Firing On All Cylinders

Disney (DIS) reported another excellent quarter, easily beating Wall Street estimates for revenues and earnings per share.  Especially impressive was the broad-based strength in the results, as every segment beat…