As I recently shared, I sold my Brixmor (BRIX) position. In this post, I am going to discuss what I am doing with some of the proceeds.
Continue reading “I Hit the BRIX. Now What?”Tag: NFLX
More Media – Breaking the Seal
I apologize for going a couple of weeks without posting (hopefully, you noticed). I was traveling for work and well…playing Grand Theft Auto V. I was just doing market research on this e-sports thing. I promise. Continue reading “More Media – Breaking the Seal”
Netflix, Disney, and Even Stranger Things
In case you were too busy “Netflix and chilling” to notice, Netflix’s (“NFLX”) market cap is essentially equal (Barron’s $) to that of Disney (“DIS”). NFLX is spending about $3.1 billion more dollars per year than it is able to bring in (“burn”). DIS is gushing about $10 billion net cash per annum after all of its investments and all of the money that Scrooge McDuck uses to wipe his tail feathers. I have seen stranger things…but probably not since the year 2000. Continue reading “Netflix, Disney, and Even Stranger Things”