$EDR COO Mark Shapiro: "I think rights holders are going to have to learn how to be extremely flexible from a commercial sense as they enter new rounds of negotiations with their incumbent rights holding platforms."

$WWE

$HD CEO Ted Decker on U.S. housing: "We're super bullish; there's a fundamental shortage... You're looking at 10+ years, even in the best case scenario, to address this supply / demand imbalance in housing."

Notable insider activity at $DG - h/t @red_dog_capital and @ImayriF

@retaox $ALLY - "There was a time in the life cycle of our company when we were liquidity starved, and we needed to be the top rate payer to get dollars in the door and to start building that book. We're not there anymore."

Dana White: "As soon as that fight was over, I knew we had made it. I didn't give a shit about if Spike re-signed us or not. I knew we had a winner."

@retaox It's a starting point, not the "answer"

@EquiCompound Great thread here, thanks Brandon!

If you're looking for a new book that's not business or investing related, highly recommend "The Storyteller" by Dave Grohl. He's a fantastic writer.

Ari Emanuel: "That thing sitting on the desk - my phone - is my superpower. I'm not afraid to call people; I'm not afraid to ask a lot of questions and to get a lot of information."

“Directors want international fame and international coverage,” says Hong. “That can only come from Netflix.”

"When I was at Soros, I shorted $200 million of internet stocks in March 1999; three weeks later, I covered at a $600 million loss. I lost $600 million on a $200 million investment in three weeks."

@mukund Thanks Mukund! Much appreciated

Dollar General: Competitive Concerns?

@ekmokaya Thank you!!! 👍

In Q1 FY24, $WMT U.S. reported $63.4 billion in Grocery revenues (+12% YoY). Its Grocery business will cross a quarter of a trillion dollars this year.

$DLTR co-founder Macon Brock on the real estate shift from traditional (enclosed) malls to strip malls and power centers - "Just as a remora attaches itself to a shark to take advantage of the bigger fish's supply of food, we shouldered up to big box shopping magnets."

Kara Swisher: "I was talking to a major studio executive the other day, and he said, 'I hope Google buys me someday.' Do you see that happening?" Ari Emanuel: "The government is never going to let that happen."

UFC President Dana White: "You think you want to be on ESPN, you think that's where you need to be if you're a sport - but you don't really realize the impact until you get on ESPN. The impact has been massive."

$DLTR, Q2 FY22 (former CEO Mike Witynski) - "I want to call out, in particular, the important initiative we have taken on pricing; with the recent price investments, we believe Family Dollar is now in a better competitive position on price than it has been for over a decade."

$DG Annual Comps

$WMT CEO Doug McMillon - "We recognize operating margins need to find their way to a higher level... The key is how do we put productivity enhancements in place and how do we change the actual business model with these other income streams... to make that a sustainable change."

@FrancoOlivera @SpursOfficial Distribute profits to the fans, right thing to do after past few years...

Thanks for sharing this @ImayriF - It would be wonderful if all decisions worked as well as this one has (so far), but that won't be the case. My commitment to TSOH subs is the best work I'm capable of, clearly communicated research / conclusions, and complete transparency.

$WMT