My previous article balanced on the cutting edge of technology. This one sits on the edge of a cardboard box. On face value, Graphic Packaging Holding Company (NYSE:GPK) isn't glamorous, but then again, neither is the inside of a cereal box. But somebody still had to make it. As the world's largest producer of paperboard packaging, GPK probably did too.

As the 'SaaS-pocalypse' phenomenon advances unabated, and software stocks continue their free-fall, rereading Michael Burry's early writings during the original dot-com collapse has felt less like a history lesson and more like a field-guide.

In Part 1, I laid out the catalyst (the 2026 U.S. midterm elections), the broadcasting industry's structural backdrop, and E.W. Scripps' operational positioning - its local station footprint, ION's must-carry reach, the OTA/sports pivot, and the secular headwinds it's running against. The operational story is decent. But none of it matters if the capital structure can't survive long enough for it to play out.

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.

For no particular reason whatsoever, I recently found myself dusting off an old repository, InterviewPracticeQuestions and thought it a good exercise to restructure it along the latest C++ and CMake principles.

Having recently returned to dynamically-typed languages, I've found myself stumbling a little without the safety net of type-checking. Yet, I'm not convinced on the principles of duck-typing either.

For a discipline supposedly rooted in rationality and logic, it's surprising there isn't a greater emphasis placed on decision-making. All too often, critical decisions are led by heuristics rather than formal methods.