Brad Freeman
@StockMarketNerdI Write Stock Market Nerd Newsletter for Readers in 173 Countries -- Subscribe 👇; Masters in Finance; @Umich 🎓 x 2| 🇺🇸
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Aside from the multi-year EPS target, streaming EBIT was the most important part of the $DIS report. Especially considering the DTC revenue base is now more than 2X larger than linear. Quickly blossoming as the needed linear EBIT replacement... & guiding to a 10% DTC margin by…
FinTwit has gone from "valuation doesn't matter" vibes to "next crash imminent" vibes in record speed this week. 😂🙂
🚨HIRING🚨 for a killer sales person to come work at @finchat_io as we expand new Enterprise and API offerings. This is a unique opportunity to build partnerships with leading platforms and institutions. Sharing with your network for visibility is greatly appreciated.
It’s a good thing when markets don’t go up in a straight line. This pullback is healthy. It is normal. & it is exceedingly mild . 🤷♂️🙂 Happy Friday!
Did Iger just set the great $DIS 2026-2027 EPS CAGR to get the stock to pop so his tenure would look better before he retired again? Kidding... sort of.
Phenomenal FCF margin turnaround for $SPOT without seeing any noticeable slowing in revenue growth: Impressive.
Many famous investors including Warren Buffett, Bill Ackman and a bunch more just updated their portfolios Here's what their portfolios looked like as of the end of Q3 ⬇️ Warren Buffett:
The Quality Public Company Universe. So many incredible businesses available to public market investors.
My detailed $DIS & $NU Earnings Reviews: stockmarketnerd.com/p/nu-disney-ea…
Ok I'm done raining on the $HIMS parade. My skepticism doesn't change the fact that it is up 4x in a couple years. Doesn't change the fact that bulls have been right. & doesn't change the fact that I hope them being right continues. I will root for you from the sidelines.
Disney $DIS now has 158.6 Million global subscribers up from 94.9M at the start of 2021
Just FYI -- When I offer a bearish opinion on a stock. Every part of me wants to be wrong. Every part of me wants you to be right. I never short. But I think it's important for me to candid & real & not hold back. Disagreement makes markets! It's inevitable.
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Brian Feroldi
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From Growth To Value
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7investing
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Leandro
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Richard Moglen
@RichardMoglen
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