AkhenOsiris
$AMZN
Latest on New NBA TV Deal Discussions
Andrew Marchand from The Athletic:
While the incumbents, ESPN/ABC and TNT Sports, remain intensely interested and very well could retain their rights, it is nearly assured that a new tech partner will join the mix, with Amazon Prime Video the perceived favorite.
The notion that a pure streamer, like Amazon, could have significant games, including conference finals and perhaps even the NBA Finals at some point over the life of a long-term deal is a possibility, according to executives briefed on the NBA’s discussions.
ESPN and the NBA have talked about the league taking a minority equity stake in the network, but that is on the backburner until the rights deals are completed, according to executives briefed on the talks.
Meanwhile, Amazon Prime Video appears to be exactly what the NBA is looking for in a new partner, with its worldwide reach of 200 million viewers, according to its latest shareholder letter, its success with the NFL “Thursday Night Football” package, and its desire to be a part of the league. Amazon is only interested in being involved with a regular- and postseason package of high-level games, according to executives briefed on their thinking.
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$AMZN
Latest on New NBA TV Deal Discussions
Andrew Marchand from The Athletic:
While the incumbents, ESPN/ABC and TNT Sports, remain intensely interested and very well could retain their rights, it is nearly assured that a new tech partner will join the mix, with Amazon Prime Video the perceived favorite.
The notion that a pure streamer, like Amazon, could have significant games, including conference finals and perhaps even the NBA Finals at some point over the life of a long-term deal is a possibility, according to executives briefed on the NBA’s discussions.
ESPN and the NBA have talked about the league taking a minority equity stake in the network, but that is on the backburner until the rights deals are completed, according to executives briefed on the talks.
Meanwhile, Amazon Prime Video appears to be exactly what the NBA is looking for in a new partner, with its worldwide reach of 200 million viewers, according to its latest shareholder letter, its success with the NFL “Thursday Night Football” package, and its desire to be a part of the league. Amazon is only interested in being involved with a regular- and postseason package of high-level games, according to executives briefed on their thinking.
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Offshore
Photo
Brandon Beylo
Everyone on Twitter:
"UK stocks are the worst. They're all zeroes. Why would you ever invest in the UK?"
Meanwhile, FTSE 100 just hit new ATHs.
Price is king, folks. https://t.co/D03IAAXZ8v
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Everyone on Twitter:
"UK stocks are the worst. They're all zeroes. Why would you ever invest in the UK?"
Meanwhile, FTSE 100 just hit new ATHs.
Price is king, folks. https://t.co/D03IAAXZ8v
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “Success in investing doesn't correlate with I.Q. once you're above the level of 125. Once you have ordinary intelligence, WHAT YOU NEED is the TEMPERAMENT to CONTROL the urges that get other people into trouble in investing.”
— Warren Buffett 🗣️
#stocks #investing
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RT @DimitryNakhla: “Success in investing doesn't correlate with I.Q. once you're above the level of 125. Once you have ordinary intelligence, WHAT YOU NEED is the TEMPERAMENT to CONTROL the urges that get other people into trouble in investing.”
— Warren Buffett 🗣️
#stocks #investing
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Offshore
Photo
The Long Investor
$PLTR has exploded straight after its last two earnings reports and declined leading up to both reports too.
If history is repeating itself, then we expect the same reaction on the 6th of May.
Testing the 200 Day MA before this happens would be ideal at $18.70 https://t.co/aIlsVgVoHA
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$PLTR has exploded straight after its last two earnings reports and declined leading up to both reports too.
If history is repeating itself, then we expect the same reaction on the 6th of May.
Testing the 200 Day MA before this happens would be ideal at $18.70 https://t.co/aIlsVgVoHA
$PLTR
Short term $29 PT
Longer term: $45 PT. https://t.co/SvLUlDgz9O tweet
Offshore
Video
The Long Investor
Let me be very clear here:
This is call exit liquidity so smart money can exit their positions because the rapid decline last week caught them off guard.
- Hot CPI
- US 10 YR rising
- conflict in the Middle East
- precious metals climbing
Was not part of the plan.
Every decline moves in 3 stages
Some call in the initial decline, dead cat bounce and then the final decline
We call it an ABC, 3 wave move.
Whatever you call it, it does not finish after 1 move down.
@fundstrat surprised at your ‘rally’ comment without any context, rally followed by a decline is more appropriate
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Let me be very clear here:
This is call exit liquidity so smart money can exit their positions because the rapid decline last week caught them off guard.
- Hot CPI
- US 10 YR rising
- conflict in the Middle East
- precious metals climbing
Was not part of the plan.
Every decline moves in 3 stages
Some call in the initial decline, dead cat bounce and then the final decline
We call it an ABC, 3 wave move.
Whatever you call it, it does not finish after 1 move down.
@fundstrat surprised at your ‘rally’ comment without any context, rally followed by a decline is more appropriate
.@Fundstrat’s Tom Lee on the markets: “Now we just need a positive catalyst. I think as long as inflation tracks better than expected, I think we’re in a good position to rally.” https://t.co/DhzP7tQ5LL tweet
Offshore
Photo
Q-Cap
S&P500 CY2014 EPS: $119.05
S&P500 CY2023 EPS: $220.17
10Y EPS growth: +84.94%
S&P500 Price CY2014: 2059.74
S&P500 Price CY2023: 4769.80
10Y Price growth: +131.57%
In the last 10Y, the S&P500 has gone up mainly based on multiple expansion largely driven by stock buybacks and dividends given money was essentially free.
If that math changes in the next decade, it’s gonna be hard to justify some of these valuations.
Also, Covid was obviously a black swan event, if you look at EPS from 2014 to Covid there was barely any growth in EPS on the S&P.
Money printing has essentially played a crucial part in earnings growth this past decade. However it comes with a steep price: sticky inflation.
Something tells me these inflation flares we keep seeing will not be so easily tamed in the future. Also, the game plan since the GFC has always been QE, and ZIRP but this is an unsustainable path.
Buying the index will never be the wrong thing to do. But the historical returns since the GFC that we’ve been able to generate are likely a mirage of what’s to come.
It should never feel easy to make money consistently and it surely felt like this since 2009.
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S&P500 CY2014 EPS: $119.05
S&P500 CY2023 EPS: $220.17
10Y EPS growth: +84.94%
S&P500 Price CY2014: 2059.74
S&P500 Price CY2023: 4769.80
10Y Price growth: +131.57%
In the last 10Y, the S&P500 has gone up mainly based on multiple expansion largely driven by stock buybacks and dividends given money was essentially free.
If that math changes in the next decade, it’s gonna be hard to justify some of these valuations.
Also, Covid was obviously a black swan event, if you look at EPS from 2014 to Covid there was barely any growth in EPS on the S&P.
Money printing has essentially played a crucial part in earnings growth this past decade. However it comes with a steep price: sticky inflation.
Something tells me these inflation flares we keep seeing will not be so easily tamed in the future. Also, the game plan since the GFC has always been QE, and ZIRP but this is an unsustainable path.
Buying the index will never be the wrong thing to do. But the historical returns since the GFC that we’ve been able to generate are likely a mirage of what’s to come.
It should never feel easy to make money consistently and it surely felt like this since 2009.
tweet
Offshore
Video
The Long Investor
Let me be very clear here:
This is called exit liquidity so smart money can exit their positions because the rapid decline last week caught them off guard.
- Hot CPI
- US 10 YR rising
- conflict in the Middle East
- precious metals climbing
Was not part of the plan.
Every decline moves in 3 stages
Some call it the initial decline, dead cat bounce and then the final decline
We call it an ABC, 3 wave move.
Whatever you call it, it does not finish after 1 move down.
@fundstrat surprised at your ‘rally’ comment without any context, rally followed by a decline is more appropriate
tweet
Let me be very clear here:
This is called exit liquidity so smart money can exit their positions because the rapid decline last week caught them off guard.
- Hot CPI
- US 10 YR rising
- conflict in the Middle East
- precious metals climbing
Was not part of the plan.
Every decline moves in 3 stages
Some call it the initial decline, dead cat bounce and then the final decline
We call it an ABC, 3 wave move.
Whatever you call it, it does not finish after 1 move down.
@fundstrat surprised at your ‘rally’ comment without any context, rally followed by a decline is more appropriate
.@Fundstrat’s Tom Lee on the markets: “Now we just need a positive catalyst. I think as long as inflation tracks better than expected, I think we’re in a good position to rally.” https://t.co/DhzP7tQ5LL tweet
Offshore
Photo
Q-Cap
$META is expected to make close to half a TRILLION $ in the next 6 years in Operating Income.
Zuck is 39 years old https://t.co/yiYC0x1chF
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$META is expected to make close to half a TRILLION $ in the next 6 years in Operating Income.
Zuck is 39 years old https://t.co/yiYC0x1chF
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