Disney delivered pretty good numbers (in the flash news), but not good enough to outperform Netflix. In recent years Netflix has grown tremendously and $DIS isn't able to grow at the same pace. I sold $DIS shares some time ago and if I didn't already have so many positions, I'd almost certainly buy $NFLX now.
Is $DIS still interesting to you, or is $NFLX simply a much better and... Read more
I think it's hard to compare. Disney isn't all-in on producing films, series and documentaries. It also has parks, cruise ships and many other businesses where Disney has unevenly better years alternating with weaker ones (not to mention costs, the pandemic that reduced attendance in its entertainment segment, rising prices, etc.). On the other hand we have the content king, which aggressively improves monetization, content and advertising — Netflix. If you focus purely on streaming, Netflix led, leads, and will probably continue to lead.
Cryptocurrencies during turbulent days and my strategy for the coming months
No one can say with certainty today which direction the cryptocurrency market will take after the recent very turbulent days. Volatility is extreme, sentiment shifts day to day, and emotions again play a huge role.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
PayPal delivers profits, not momentum: guidance revives growth concerns
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Novo Nordisk strikes back: oral Wegovy could reopen the obesity drug race
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Tesla’s Next Frontier: From Electric Cars to Autonomous AI and Robotics
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Palantir’s US breakout: AI monetization accelerates, expectations rise sharply
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Disney delivered pretty good numbers (in the flash news), but not good enough to outperform Netflix. In recent years Netflix has grown tremendously and $DIS isn't able to grow at the same pace. I sold $DIS shares some time ago and if I didn't already have so many positions, I'd almost certainly buy $NFLX now.
Is $DIS still interesting to you, or is $NFLX simply a much better and...
Read more
Zobrazit další komentáře
I think it's hard to compare. Disney isn't all-in on producing films, series and documentaries. It also has parks, cruise ships and many other businesses where Disney has unevenly better years alternating with weaker ones (not to mention costs, the pandemic that reduced attendance in its entertainment segment, rising prices, etc.). On the other hand we have the content king, which aggressively improves monetization, content and advertising — Netflix. If you focus purely on streaming, Netflix led, leads, and will probably continue to lead.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Palantir’s Earnings After Market Close Could Be a Defining Moment for the Stock
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
AI Demand Is Accelerating, Not Slowing: Infrastructure Stocks Leading the Next Tech Leap
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Why Disney’s shares fell despite beating expectations: a transition quarter caught between execution and investment drag
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
A forgotten dividend king: when half a century of growth meets market indifference
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
More volume, more leverage: why Mastercard’s growth keeps getting higher quality
Cryptocurrencies during turbulent days and my strategy for the coming months
No one can say with certainty today which direction the cryptocurrency market will take after the recent very turbulent days. Volatility is extreme, sentiment shifts day to day, and emotions again play a huge role.
In my USD portfolio I have long-term holdings of $BTCUSD, $ETHUSD and $ADAUSD. Bitcoin...
Read more
Zobrazit další komentáře
Are you buying more during these big drops now, or are you still buying the same amount?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Bitcoin Breaks Below $80,000 as Crypto Rally Falters and Market Dynamics Shift
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
KLA Sells Off After Earnings Beat as Investors Reprice the AI Chip Cycle
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
SanDisk’s Historic Rally Shows No Signs of Slowing as Investors Bet on AI Storage Demand
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Record output, resilient cash flow: why Chevron’s cycle looks structurally different