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Gregory Kelleher · Mar 15, 2026

Scripps (Part 1) - The Thesis

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Security analysis, especially of the 'cigar-butt' variety (as Buffett would describe) has always been an interest of mine. Taking a cue from Michael Burry's old MSN MoneyCentral articles, I'd like to elucidate my own theses, to reinforce my arguments and build a track record going forward. One of the most important aspects to selecting an equity is in recognising the catalysts that will provide…

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