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
[SSD] Simpson Manufacturing
what did Warren Buffett see in Simpson Manufacturing?
November 25, 2024
The next time you find yourself at the site of a half-built home, direct your [...]
Continue reading →[WISE] Wise plc
Wise and the business of cross-border transfers: part 2
November 4, 2024
Related post:Wise and the business of cross-border transfers: part 1I concluded part 1 describing how, [...]
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Continue reading →[WISE] Wise plc
Wise and the business of cross-border transfers: part 1
October 16, 2024
Every year, consumers the world over move ~£2tn across borders, with roughly 2/3s of that [...]
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Continue reading →[AEP.V] Atlas Engineered Products
[AEP.V] Atlas Engineered Products
October 3, 2024
(taking a break from building products after this. Up next: a 2-parter on Wise)In part [...]
Continue reading →[BLDR] Builders FirstSource
Building materials: part 3a (BLDR, AEP.V)
September 16, 2024
Related posts:Building materials: part 1Building materials: part 2a (LPX, JHX)Building materials: part 2b (TREX, AZEK)In [...]
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