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
[TREX] Trex [AZEK] Azek
Building materials: part 2b (TREX, AZEK)
August 25, 2024
Related posts:Building materials: part 1Building materials: part 2a (LPX, JHX)Next month, I’ll conclude this series [...]
Continue reading →Building materials [LPX] Louisiana Pacific [JHX] James Hardie
Building materials: part 2a (LPX, JHX)
August 5, 2024
Related post: Building materials: Part 1In the 1967 film The Graduate, a young Dustin Hoffman [...]
Continue reading →Building materials BXC
Building materials: part 1
July 11, 2024
Many of the companies I discuss on this blog are not just good businesses, but [...]
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Continue reading →[MKTX] MarketAxess
[MKTX] MarketAxess
June 19, 2024
I first wrote about fixed income trading platforms in 2020. To recap: this market has [...]
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Continue reading →[XPEL] Xpel
quick Xpel update
May 28, 2024
Original post: [XPEL] Xpel (4/1/24)I bought some XPEL shares in March and wrote some nice [...]
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