In 2022, $DIS only had one animated movie, Lightyear, in the top five. Embarrassing! They barely beat a Warner movie. Meanwhile, Universal, with both their animation studios, ruled all three top spots. Can Disney feed their parks without keeping their animated IP hot? 🤔
June 7, 2023, 9:20 p.m.
Fascinating how $DIS has completely abdicated its leadership in animation to Universal & Sony. Super Mario Bros and Across the Spider-verse have killed it. Disney meanwhile keeps releasing emotionally empty, cookie-cutter, uninspired movies. IP moats, huh? Product matters!
June 7, 2023, 7:48 p.m.
This truly encapsulates how stupid the VC world has become. Pizza is one of the most profitable products in the world. Millions are made & sold every day by chains, supermarkets & family restaurants. Yet this “biz” managed to waste/launder $450m in investor cash & go broke. 😒
June 5, 2023, 8:29 a.m.
During the last 4 decades, since 1983, total wages in the US have grown from $1.56 trillion to $9.7 trillion, or 6.2x. Meanwhile the market value of the Wiltshire 5000 index (the broadest US index) has grown 72x, from $590bn in ‘83 to $42.5trn today. What does this tell you? 🧐
June 4, 2023, 7:43 p.m.
Wow: The S&P500 is exactly flat since the Fed started to hike rates. Imagine, we went from 0 to 5%+ rates and equities are… fine. 🥹 We did see a 17% max drawdown last fall… but all of that is now recovered.
June 2, 2023, 6:01 p.m.
@SpecialSitsNews Weren’t they all supposed to be working with those virtual headsets on by now? In the Meh-taverse?
June 2, 2023, 2:22 p.m.
@DynamicMoats @FriendlyBearSA A lot of funds don’t know anything else TBH. And still get money despite 60-80%+ drawdowns since the peak. They exist to buy, and buy anything, incl dips, in the space. But, there will also be bargains. Key to understand who has genuinely disrupted, worsening product IMO.
June 1, 2023, 12:37 p.m.
These SAAS earnings were just awful. Massive slowdown in revenues, with poor guide, despite increased and elevated sales & marketing spend. This implies dramatically increased churn or near-zero saleforce efficiency. Yet multiples have exploded upwards… 🤷♂️ $AI $CRWD $OKTA $CRM
June 1, 2023, 10:53 a.m.
FANGMAN FCF Yield (pre SBC) and Revenue Growth (current fiscal year, S&P consensus estimates): $AMZN 1.73% & +9% $NVDA 1.82% & +58% $NFLX 2.25% & +7% $MSFT 2.61% & +6% $AAPL 3.85% & -2% $META 3.94% & +8% $GOOG 4.89% & +6% Spot the odd one out among these growth stocks. 🤔
May 26, 2023, 11:12 a.m.
Jensen Huang co-founded $NVDA 30 years ago, in Apr-1993, and after 30 years he’s still the CEO. The stock is up 930x since its 1999 IPO. Jensen came to the US as a 9yo, has a BS from Oregon State (where he met his wife, Lori) & an MS from Stanford. He’s worth $38bn. G.O.A.T.🙇♂️
May 25, 2023, 4:36 p.m.
$NVDA INSANE raise of Q2 guidance, with rev $11bn vs $7.2bn cons estimate (+64% y/y), COMPLETELY BANANAS! 💦 🤤 Implies non-GAAP EBIT $5.8bn vs $3bn cons! 😳 Throw the AI money right in my face! Last Q was ok (Data C +14%, Gaming -38% y/y) but who cares! AI IS COMING! 🚀 🌝 🦄
May 24, 2023, 9:22 p.m.
@Retail_Guru Brutal.
May 24, 2023, 2:01 p.m.
Funny how every single retailer that reports is interpreted as some kind of a “message” about the consumer & economy, and the whole sector reacts strongly. Fact is, some are well run, others aren’t. Some are improving, others deteriorating. Some are cheap, others expensive. 🤷♂️
May 24, 2023, 12:24 p.m.
$ZM $20bn market cap with no growth (+3%) 😒, yet barely break-even as cost base +33%! Non-enterprise rev collapsing -8%! Yet SBC +35% on last year 😮💨 ! How can they NOT grow revenue despite spending $423m (38% of revenue!) on sales & marketing? WTF? Money laundering? 🧼 🚿
May 23, 2023, 6:36 p.m.
