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: Red Hat
[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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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 [...]
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Building materials: part 2a (LPX, JHX)
August 5, 2024
Related post: Building materials: Part 1In the 1967 film The Graduate, a young Dustin Hoffman [...]
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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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