Science of Hitting

@TSOH_Investing

My investment strategy: "Patience followed by pretty aggressive conduct."

Vrijeme pridruživanja: veljača 2017.

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  1. Prikvačeni tweet

    I had a good time this weekend recording a podcast with . We talked about topics like evaluating managers and holding cash, as well as individual securities like , , , and (ouch). As always, any feedback is appreciated.

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  2. "DTV Now subscribers have been declining for five consecutive quarters, including 4Q19 that declined by 215 qoq. Subs are now 918k, down roughly 50% from the 3Q18 peak of 1.806 mn."

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  3. CEO Brian Roberts - "Collectively, our connectivity businesses generated $26.5 billion in revenue in 2019 (vs. ~$8 billion in 2009)."

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  4. proslijedio/la je Tweet

    Son Heung-min 손흥민 penalty wins FA Cup tie for Tottenham via

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  5. is trading at less than 10x 2019 earnings* *This is a meaningless statistic

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  8. Goldman estimate, March 2019

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  9. "Netflix started offering streaming in 2007 and created a stand-alone streaming plan in 2010. But it didn’t cross 28 million subscribers until late 2012, according to its financial statements."

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  10. After the Investor Day (April 2019), Goldman's estimate for FY20 EPS was ~$7.0 per share. After Q1 results, their FY20 EPS estimate is at ~$5.3 per share.

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  11. Goldman, April 2019 - "We raise our FY24 subscriber estimates to 68.1 mn globally, of which 26.8 mn are domestic and 41.3 mn international." Reached that domestic sub target SLIGHTLY ahead of schedule...

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  12. "[Nathanson] expects Disney+ to have about 8M subscribers around the world by year-end... an analyst at Wells Fargo Securities, also expects Disney+ to end the calendar year with 8M subs." Those were estimates from early November. Actual # was 18M subs higher than expected.

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  13. - "Hulu SVOD ARPU is very strong. The ad-supported product is priced at $5.99 per month and the ad-supported part of the equation makes the ARPU come out even higher than the ad free product [which costs $11.99 per month]."

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  15. New Article: An Update on

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  16. proslijedio/la je Tweet
    4. velj

    His whole day was stealing breakfast muffins and berating our counterparties for asset backed securities and going home at 2pm. It was such a weird place man, the people were so weird. It was like everyone was from another planet.

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  17. proslijedio/la je Tweet
    prije 10 sati

    Markel Corp. agrees to acquire Hanover-based VSC Fire & Security, adding to its non-insurance portfolio | Business |

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  18. "The Rise of Skywalker and Frozen 2, along with Captain Marvel, Aladdin, The Lion King, Toy Story 4 and the biggest movie of all time, Avengers: Endgame, contributed to a global Box Office for the year of $11B+, shattering the previous industry record of $7.6B set by us in 2016."

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  20. proslijedio/la je Tweet
    5. velj
    Odgovor korisniku/ci
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  21. proslijedio/la je Tweet
    4. velj

    1/ /L reported its 2019 full-year and Q4 earnings today after the bell and the big news was that it was (finally) breaking out its Youtube and Google Cloud numbers. But is all about Search and I can't help but admire how far its come in under 25 yrs.

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