Tech Supply Chain Tracker (18-May-2024): AI PC term will be obsolete soon, tech titans predict at pre-Computex event.
Tech titans foresee AI PCs replacing current technology; Disney and Warner's streaming partnership shakes up the market; ASML's innovation drives...
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2023 Shareholder Letter
The last twelve months were, market-wise, interesting. Multiple things have happened that contributed to changes in my thinking-process.
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Disney's Q3 2023 Earnings: A Pivotal Quarter To Appease Investors And Analysts
The main focus will remain on Direct-to-Consumer profitability, but areas such as the recently announced restructuring plan and pricing power in...
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Disney's Q1 2023 Results: 3 Charts To Tell The Story
Higher future margins are already priced in and with that upside appears limited, even if management executes on its current strategy.
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Stay Tuned for This Deal
To understand FL Entertainment's $7.58 billion valuation, one only needs to look at the scope and scale of the underlying businesses that it...
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