Disney+ has a bunch of great franchises: Disney/Pixar, Star Wars, and Marvel. Also, NatGeo also puts out some good shows.
We get Netflix as well, but watch it less. Plenty of good stuff, but also a lot of weird ****.
OT: Stock and Investment Thread
- Thread starter RU05
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We get Netflix as well, but watch it less. Plenty of good stuff, but also a lot of weird ****.
I’m at the point where I definitely have too many streaming services but wouldn’t know which to cancel. I find that D+, Hulu, and HBOMax have higher quality shows and Netflix is more of the gap filler. Netflix is definitely quantity over quality. Hit a few home runs with series like Stranger Things and Squid Games. But, overall, Netflix has a ton of crap which is one of the reasons I haven’t touched the stock in a few years.
My kids (ages 8 and 11) watch way more on Netflix than Disney, I think it’s just a habit for them as we’ve had it longer.
I’ve used them all and owned most….
I’m holding PointsBet. They are a small player in NJ but a great candidate to be acquired.
I’ve held DK for a while and have regularly thought about cutting them, but the possibility of Disney increasing their ownership or buying them outright is too good to pass up for me as well.
$PENN was likely overvalued when it hit $142 in the spring, but I think at $80 it has fallen too far. I’m not one to bet against Barstool as a brand and they have quite the different gambling app/product.
Have held $GENI since it’s spac days. They are the tech that all of the online books rely on and probably my favorite holding of them all.
BETZ is an ETF for online sports betting. Got in last August and am up just over 50%. As states need more revenue, and this is a way to generate it without raising tax rates, I think the long term trend means the wind is at these stocks back. I went the ETF route because even here there will be winners and losers.
Man if I sold growth stocks just because they went up in a couple months, I'd be broke. The gains start coming in Years 3-5 when they've stopped being Wall Street darlings but are still generating 20%+ annual earnings growth.
That's chicken little thinking!
And shielded the blow bigtime last spring. But I guess a downturn or volatility are permanently gone. "Remain calm! All is well."
Nah bra, gunslinger thinking.That's chicken little thinking!
Gunslinger would go with one of the S&P 500 leverage ETFs!Nah bra, gunslinger thinking.
Well my sports betting ETF is up 55% in 13 months plus a small dividend and I don't have to figure out which states will legalize sports betting next and which companies will benefit most. I'm doing just fine sitting in my Lazy-Boy.
The casino/I-gaming portion of BETZ has to be more attractive than the sports betting. The amount of money casinos win in those games vs on sports aren’t in the same universe.
28.8% automotive margin (excluding reg credits).
That’s very impressive. If they can maintain that margin and grow 50% YOY, the stock is more justified.
I'm in IBM for a potential turnaround. I don't know if I really have the patience to see it play out.
I'm also in INTC for a similar reason.
VIAC is another, but I think I'm ready to get out, it's streaming business looked to be a growth engine but there are so many players in the space. Maybe the hope is they get bought up eventually, but that is a big "if" and a "who knows when".
But the casinos are not in the process of being legalized in many new jurisdictions. And you get both in the ETF.
AT&T reported good numbers. Cash flow is solid. At this level, it’s very tempting but all depends on how the WM/Disco shares are valued when issued. I’m not suggesting that anyone buy but I believe their gross ads in 3Q surprised a lot of folks.
I simply can’t wrap my head around the fact that Tesla is worth more than all of the top 10 car manufacturers combined. And I don’t buy the “technology” argument because none of their other businesses make money. Great company. Joke stock. I had to laugh when someone said they counted 52 Teslas on the L.I.E. the other day when that person probably drove by thousands of cars making the Teslas he counted a minuscule percentage. And when folks say that Tesla doesn’t advertise I’d love to know if Jim Cramer and his wife paid for their Teslas. He was super-negative on Tesla not that long ago until the Teslas appeared in his driveway.
Nah, I'll put money down on speculation plays(currently have a couple pre rev lithium companies for instance), but I don't like to chase. Certainly was not going near GME at $350.
I’ll have to look closer. I thought I read they are now projecting to hit the top end of their HBOMax subscriber count based on strong demand. They projected 70-75M for the year and just reported about 70M through Q3. Unless I read it wrong.
Agree 100% - that’s the one area where I’ve prob fallen short in my overall investing strategy. I don’t believe for a second that the Wall Street powerhouses, hedge funds, and analysts (at least most) really believe Tesla is fair-valued. But they understand the power of millennials that are dumping money into the market and are content with riding the wave. It’s the “if you can’t beat ‘em, join ‘em” strategy and it’s paid off for those that jumped on board. I don’t want to start a crypto debate in this thread b/c I’m not anti-crypto, but there is zero chance Paul Tudor believes in BTC. But, he believes that plenty of others believe in BTC so that’s good enough for him to join the movement.
"The Dallas company posted a big jump in cellphone customers during the September quarter, while the number of domestic subscribers to its HBO services declined and it spun off its DirecTV business."
Not sure about the projections you speak of.
T currently at 10 year lows. I think maybe a good spot for a potential bounce. But I'm looking to get out of my dog value plays, not jump into another.
See I think the values of both TSLA and BTC suggest it is the big money institutions that is keeping the value of these companies so high. Millenials are not driving TSLA towards a $1 trillion valuation.
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I’ll have to dig in. I was following this headline on CNBC:
AT&T (T) – AT&T rose 1.5% in premarket trading, after the company beat estimates by 9 cents with an adjusted quarterly profit of 87 cents per share. Revenue also came in above analyst forecasts, with AT&T seeing growth in demand for its phone and internet services as well as HBO and HBO Max.
And while it is subject to corrections or bear market, it's downside as an individual stock is treading water and going nowhere for 5-10 years while the company's value begins to approach it's market price. It's not one of these stocks that could end up with a reverse split to preserve a share price over a dollar.