Jurgis

Flying out to SoCal on June 8th, so not sure I'm gonna make BOMN meeting or meetup(s) around it.

Hear, hear!

I think gfp caught value investing virus. ... Get well soon, gfp!

Hollywood 2.0 It’s a business waiting for a crackdown from big brother. The crackdown is already there. Providers have to monitor and ban sexual eating of bananas.

http://www.sixthtone.com/news/1003642/inside-the-dystopian-reality-of-chinas-livestreaming-craze

Any link not behind FT paywall? Thanks

Every f&*(ng thread on CoBF is hijacked by politicos. Good job folks. You win.

There are maybe couple people who did that, but mostly this is just an excuse for either crappy management or crappy business or both. I agree that revenue growth is not everything, but low/zero revenue growth and squeezing margins is also at least yellow flag for me.

A megacap growing revenues at 2-3x GDP isn't bad. EPS seems to have been growing at mid-double-digits during the period, and they're well positioned for future growth with a large moat, great ROE and ROIC. They're well positioned for long-term future growth. It's more a case of high terminal value and predictability. Just a different risk-benefit profile than some of the other things you're looking at, probably. Berkshire managed to grow 8% annualized. And that's the ez pick. How about CMCSA? 12%.

Off memory, the main problem had been tv/cable/ESPN/etc., any plus was weighed against a subscriber loss negative. So ... I don't think things have been clearer since these many years, there's potential, but it hasn't been solved. So, you are right, but they things that have been going well, have - I assumed - gone even better, the things that have been a concern, hasn't been proven to be addressed. Just to note, I compared to DISCA/AMCX because these should have more problems than DIS with cord-cutting/sub losses...

People praise Iger, but the last 10 year revenue growth is only 6% annualized. This is starting in 2009 pretty much at the bottom. Even hated companies like DISCA/AMCX have higher revenue growth (13% annualized or so). OK, maybe I should look at 2007 to now just to see top-to-top numbers. But still DIS growth is very subpar for a company that has huge brand and tailwinds for most of the last 10 years. Maybe this explains why they had to buy Pixar/Lucas/Marvel/etc. Even with these purchases, growth is still meh.

Yes.

Did they acquire three billboards outside Ebbing, Missouri?

Some of these are mind tricks and meaningless (e.g. #1). Some are possibly depressing for people who want to get good returns. Some explain why people active invest even though it mostly does not work. Some show how people doing X may look like geniuses for year/decade and like idiots for another year/decade. Some are possibly food for thought.

So a market place for a paid subscription service accuses the other market place of charging for access. Makes sense. :o Yo homies, how 'bout battle rap this out.

https://www.sciencemag.org/news/2019/02/pictionary-playing-computer-connects-humans-deep-thoughts?r3f_986=https://www.google.com/ - Pictionarize this!

- I for one backflip for our robotic overlords http://news.mit.edu/2019/mit-mini-cheetah-first-four-legged-robot-to-backflip-0304

Thanks for suggestions, I'll keep them in mind. Although I was talking about Star Wars: Galaxy's Edge in specific, so some of the suggestions won't work. 8)

I'd go to see that if I could pay 2x and have 1/5x of the crowds... ::) (Based on published articles DIS has not disclosed yet how they gonna control traffic. Most expected solutions are not what I'm asking for.) That doesn't seem like a good value proposition for DIS to me... if people were willing to pay 10x the price for 1/5th the crowds that would be potentially interesting. I am looking for good value proposition for me, not for DIS. ;D Yes. Front of line access does not eliminate the crowds.

In fact the prequelists are making a strong comeback. So many younger SW fans grew up with the prequels that the overall fandom has lost much of it's hate for the prequels. Strong is the power of the dark side. ::)

By offending a big chunk of their fan base with Ep. 8. ;) They've been doing that since Ep. 1. and the crowds are not thinning. ::) ;)

I'd go to see that if I could pay 2x and have 1/5x of the crowds... ::) (Based on published articles DIS has not disclosed yet how they gonna control traffic. Most expected solutions are not what I'm asking for.)

Good post. It might be argued that BRK is attractive compared to elevated market/SP500 valuations and future expected returns. I.e. even if you get ~10%ish (or even high single digits) return on BRK, it may outperform the market. Of course, this argument has been made in the past and so far it has not worked. 8)

I'm still driving 15 year old ICE. I doubt EVs will last way longer than that. Some will. But some people drive 20-25 year old ICEs too. Edit: also what rb and Spekulatius said.

Very small amounts of MCHOY posted to my accounts. For some reason, I thought this was going to be a bigger chunk. But I never really looked at it in depth. I doubt MCHOY is attractive buy or hold. I may just hold what I got in spinoff since the amount is small.