Code Media (2/14/2018; Analyst Michael Nathanson on where media is headed) Michael Nathanson “Over the past 4 years [from 2013 to 2017], the FANG stocks have added $1.4tn of market cap. At the same time, the media industry, the content network industry, the studio industry, has lost about $40bn of market cap. This is one […]
Tag Archives: Cord cutting
[EFX] Equifax [EXPN] Experian [FICO] Fair Isaac [TRU] TransUnion
Consumer credit bureaus and FICO
November 29, 2023
Each of the 3 major US consumer credit bureaus (CCBs) – Equifax, Experian, and Transunion [...]
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Continue reading →[UHAL] U-Haul
[UHAL] U-Haul
November 8, 2023
U-Haul is a weird company. It rents moving equipment and self-storage space but also sells [...]
Continue reading →[DLTR] Dollar Tree
[DLTR] Dollar Tree
October 23, 2023
(this should be read as a companion piece to the Dollar General post from a [...]
Continue reading →[DG] Dollar General
yet another Dollar General take
October 9, 2023
In Scottsville, Kentucky at the dawn of World War 2 the market for “selling the [...]
Continue reading →[ADYEN] Adyen N.V.
some thoughts on Adyen
September 20, 2023
Before exploring the competitive concerns that have sent shares cratering nearly 60%, it’s worth reflecting [...]
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