Netflix 1Q21: We Ran Out of Content
Netflix just issued its weakest guidance in years. We think subscriber growth will reaccelerate in a few quarters, making Netflix a sneaky long by...
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HYBE (Big Hit Entertainment) Merges with Ithaca Holdings - "Stuck With U"
On 2 April, HYBE (formerly called Big Hit Entertainment) announced that it will merge with Ithaca Holdings. This marks one of the largest ever...
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Disney 1Q21: Is Streaming Enough to Support $200?
We move to the sidelines on Disney after being long for the past year. We think the stock has fully valued a streaming business that has a little...
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Netflix 4Q20: It’s a Free Cash Flow Machine!
Netflix posted an inline quarter, but the stock is up 14% on commentary about sustainability of FCF going forward. We don't advocate shorting NFLX...
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Samsung Closed the Gap with TSMC Already at 5nm? Whoa!
Samsung Electronics' desire to catch TSMC starts with how they can proceed with leading tech. Are we almost there already?
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