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App Economy Insights
🎬 Streaming Subs Leaderboard
Q4 2024 gains:
• Netflix: +19M → 302M. $NFLX
• Disney+: Flat → 125M. $DIS
• Max: +6M → 117M. $WBD
• Paramount+: +6M → 78M. $PARA
• Hulu: +2M → 54M. $DIS
• Peacock: Flat → 36M. $CMCSA
The battle below Netflix is heating up. 👀 https://t.co/8y9rXzxVRW
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🎬 Streaming Subs Leaderboard
Q4 2024 gains:
• Netflix: +19M → 302M. $NFLX
• Disney+: Flat → 125M. $DIS
• Max: +6M → 117M. $WBD
• Paramount+: +6M → 78M. $PARA
• Hulu: +2M → 54M. $DIS
• Peacock: Flat → 36M. $CMCSA
The battle below Netflix is heating up. 👀 https://t.co/8y9rXzxVRW
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The Kobeissi Letter
BREAKING: President Trump says that when Canada places tariffs on the US, he will "immediately increase" US tariffs by a like amount. https://t.co/4VA5cUgYP3
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BREAKING: President Trump says that when Canada places tariffs on the US, he will "immediately increase" US tariffs by a like amount. https://t.co/4VA5cUgYP3
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Finding Compounders
David Einhorn’s Speech at the Value Investing Congress in 2006.
He goes into and explains how to look at ROE( Return on Equity) https://t.co/EbN0XR4LCr
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David Einhorn’s Speech at the Value Investing Congress in 2006.
He goes into and explains how to look at ROE( Return on Equity) https://t.co/EbN0XR4LCr
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The Kobeissi Letter
BREAKING: The S&P 500 reclaims 5,800 in a +70 point reversal over the last 2 hours.
Can it finish green? https://t.co/QXNg1kL8dV
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BREAKING: The S&P 500 reclaims 5,800 in a +70 point reversal over the last 2 hours.
Can it finish green? https://t.co/QXNg1kL8dV
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Investing visuals
The VIX index is a great indicator to judge whether it is a good time to buy👌 https://t.co/JysrJVBzTq
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The VIX index is a great indicator to judge whether it is a good time to buy👌 https://t.co/JysrJVBzTq
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Stock Analysis Compilation
Baron Opportunity Fund on LPL Financial Holdings Inc. $LPLA US
Thesis: LPL Financial Holdings Inc. is a leading independent broker-dealer in the U.S., capitalizing on the growing demand for financial advice and shifting preferences among advisors towards independent models, supported by advanced technology and operational flexibility.
(Extract from their Q4 letter)
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Baron Opportunity Fund on LPL Financial Holdings Inc. $LPLA US
Thesis: LPL Financial Holdings Inc. is a leading independent broker-dealer in the U.S., capitalizing on the growing demand for financial advice and shifting preferences among advisors towards independent models, supported by advanced technology and operational flexibility.
(Extract from their Q4 letter)
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The Kobeissi Letter
BREAKING: Nasdaq 100 futures surge +2.5% from their low of the day and officially turn positive in a massive reversal. https://t.co/nAmuxgBfsX
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BREAKING: Nasdaq 100 futures surge +2.5% from their low of the day and officially turn positive in a massive reversal. https://t.co/nAmuxgBfsX
BREAKING: The US and Ukraine are planing to sign the minerals deal as soon as today, sources say.
President Trump reportedly told his advisors he wants to announce the deal during his speech to Congress tonight. tweet
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The Kobeissi Letter
BREAKING: Reuters is now reporting that Trump and Zelensky are set to sign the minerals deal before the address to Congress at 9 PM ET tonight. https://t.co/AQHEbovCR1
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BREAKING: Reuters is now reporting that Trump and Zelensky are set to sign the minerals deal before the address to Congress at 9 PM ET tonight. https://t.co/AQHEbovCR1
BREAKING: The US and Ukraine are planing to sign the minerals deal as soon as today, sources say.
President Trump reportedly told his advisors he wants to announce the deal during his speech to Congress tonight. tweet