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For reference and some credibility? I'm now 2/3 for my value plays. Up 50% and 30% on my two other recommendations which you can see on my previous posts in the last few weeks, or search their tickers GRL and …
Netflix is guiding for 2026 revenue of $50.7–51.7 billion, representing roughly 13–15% growth. I believe many investors hold the opinion that there’s “no content” on the platform, when in reality, they’re just consuming content faster than Netflix can produce it. …
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The idea sounds quite simple. We buy good businesses and wait till the stock rises. But we don’t know how long it takes. It may go down for weeks, months or years before it rises. How long (in numbers) are …
Look at the U.S. cell carrier market. Over the last 20 years, we went from a fragmented market to massive market saturation and full consolidation around the Big Three (Verizon, AT&T, T-Mobile). I think streaming could heading down the exact …
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Hi All, I'm omitting my deeper analysis in the aim of not biasing people, and will release it in the thread after a few comments. (Trying something a bit different - don't kill me please, just interested to see the …
What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at. *This discussion post is lightly moderated. We suggest checking other …