Factors that determined sales this season and predictions for 2023
Chapek played the hand that was dealt by Iger. He did make rookie mistakes which costed Disney dearly over two year. Plus what should Iger's next order of business be as he begins round two at Disney.
FTX and Alameda scam explained. A corporate fraud that destroyed any image crypto was building back since the Celsius debacle.
All great business go through expansion problems. But Meta's social company is suffering due to expansion into Metaverse. I present my views on why they should be operated as separate companies.
Twitter's super app curve ball. Do Americans really want a super app, my understanding says no. I explain the concept of Super app and why China was successful in building them
Instagram is still the best platform for ad conversion whereas TikTok is exploding with creators.
It's all about how you define the problem. I just don't like the way Facebook defines the Metaverse
Fight for subscribers is not over, Social Media and Sports Streaming will be an uphill battle
AMD, Samsung, and FedEx's outlook reports tell us…
iBuying is getting busted. Opendoor and Zillow which started with AI iBuying tools are selling their properties at a huge loss.
Well, You can never get away with surprises…
Virtual office is not as effective as being in person. I can get more done by just talking to people.
Strong PMs are Strong Writers
Building an entertainment engine requires two things, hits…
Streaming directly to you According to the Nielsen…
Influencer marketing is changing social graphs and Programmatic ads are changing our TV. Added Bonus section - Impact of removing 3rd party cookies on ads.
Amazon is on an acquisition spree. Amazon last…
Senate passed a $280B CHIPS and Science bill…
The Halo effect is a tendency to make inferences about specific traits based on a general impression. This example will help clarify the definition of the Halo effect. As an investor we need to question the information and even our judgement to ensure our investment is Halo free. This essay presents thoughts on how that can be done.
Netflix has decided to partner with Microsoft for their ad-tiered model. Is there more than what meets the eye. Is Netflix planning for their exit strategy, with a possible acquisition by Microsoft. Also what did the earnings tell about the future of Netflix business. Read more to find out.