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 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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Charts to Watch.
Nasdaq 100 is trading below the 200-day MA since mid-January. Now the index is trying to go back above the MA for the second time in a couple of...
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Disney: Facing The Reality Of Intensifying Competition
Disney is in negative territory since I first covered the company, while the market returned nearly 50% over the period. Pandemic lockdowns are...
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