Is it too late to write down (type up?) some of my observations from the Berkshire annual meeting? It has only been about a week, but it seems like it has been analyzed to death (probably because of the lack of other usual distractions). Well I have a kid and real job, so I am just now getting to put together a (short) post on some of my observations, including the fact that Buffett pretty much laid out the Berkshire succession plan (for now) in about as much detail as I can recall.
Continue reading “Greg is Able”Tag: internet bubble
Weekly Media Pin – Grantham on Graham
Time for the weekly finance media pin. Sorry that I have not been active posting lately, but I told you I might be falling into the web of WEB, and I have done just that. But I’ve also been consuming podcasts, videos, newspaper articles, and other finance related media. Continue reading “Weekly Media Pin – Grantham on Graham”
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”