Bryant Warner
liked
$Enphase Energy(ENPH.US$ anything close to 100 at close, im buying 110c for 2 weeks out
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Bryant Warner
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$Disney(DIS.US$ Look, the Marvels will suck, Snow White is a dumpster fire, no one can afford the theme park, and they aren't getting tax breaks. And no, there is zero chance Apple wants to buy them. Hard times ahead.
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Bryant Warner
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$Disney(DIS.US$ disney going up?
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Bryant Warner
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Free Cash Flow Woes
1.The quarterly FCF chart is not exactly a model for consistency.
the range between the best quarter (March 2019) and the worst quarter (June 2019) being a staggering $5.25 billion.
2.The annual FCF chart shows the steep drop in Disney's FCF, with the recent high in 2020 being about 1/3rd of the level in 2018.
The FCF situation is exacerbated when you consider:
3.The company's cost-cutting an...
1.The quarterly FCF chart is not exactly a model for consistency.
the range between the best quarter (March 2019) and the worst quarter (June 2019) being a staggering $5.25 billion.
2.The annual FCF chart shows the steep drop in Disney's FCF, with the recent high in 2020 being about 1/3rd of the level in 2018.
The FCF situation is exacerbated when you consider:
3.The company's cost-cutting an...
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Bryant Warner
reacted to
$GameStop(GME.US$ $AMC Entertainment(AMC.US$ $3B家居(BBBY.US$ Carl Icahn is well known in the financial world as a pioneering activist shareholder.The strategy of buying sizable stakes in large companies and using voting power to promote shareholder benefits has led Icahn and other corporate raiders to build fortunes.
Ryan Cohen has been gaining a lot of influence in the financial markets after his successful activism as a GameStop shareholder.
Ic...
Ryan Cohen has been gaining a lot of influence in the financial markets after his successful activism as a GameStop shareholder.
Ic...
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Bryant Warner
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ColumnsIs the US Stock Market Headed for a Bubble? Experts Warn of Tech Overreliance and Rate Hike Risks
Analysts note that the current concentration of tech stocks may be greater than the dot-com bubble. As expectations deepen that the Fed will maintain higher interest rates for longer, an increasing number of experts are expressing concern that the U.S. stock bubble is on the brink of bursting.
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The AI-Driven Frenzy in Tech Stocks Overshadows the Dot-Com Bubble
Bill Smead, founder and CEO of Smead Cap...
Bill Smead, founder and CEO of Smead Cap...
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Bryant Warner
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$Tesla(TSLA.US$ pre market 224-220???
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Bryant Warner
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US stocks have defied expectations to rally in 2023. It raises concerns about a potential repeat of the dot-com bubble, and this time primarily because of the AI boom.
Analysts at Bank of America categorized the rise in AI stocks as a "baby bubble." Bubbles are "always started by easy money," they wrote, and "ended by rate hikes."
"It's not a bubble," Chris Harvey from Wells Fargo said. He argues valuations and earnings expe...
Analysts at Bank of America categorized the rise in AI stocks as a "baby bubble." Bubbles are "always started by easy money," they wrote, and "ended by rate hikes."
"It's not a bubble," Chris Harvey from Wells Fargo said. He argues valuations and earnings expe...
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