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Matt McGarry
Media has changed.
The old rules and strategies don’t work anymore.
In fact, if you copy legacy media companies, you’re doomed to fail.
In today's newsletter, I share 15 rules on how to start and grow a media company in 2024:
https://t.co/41Sd2MZrA1
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Media has changed.
The old rules and strategies don’t work anymore.
In fact, if you copy legacy media companies, you’re doomed to fail.
In today's newsletter, I share 15 rules on how to start and grow a media company in 2024:
https://t.co/41Sd2MZrA1
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App Economy Insights
What are you watching this week?
• Monday: $PANW.
• Tuesday: $LOW.
• Wednesday: $ADI, $PDD, $SNOW, $SNPS, $TGT, $ZM.
• Thursday: $INTU, $NTES.
All visualized in our PRO coverage next Saturday. https://t.co/TKYxBn8mMk
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What are you watching this week?
• Monday: $PANW.
• Tuesday: $LOW.
• Wednesday: $ADI, $PDD, $SNOW, $SNPS, $TGT, $ZM.
• Thursday: $INTU, $NTES.
All visualized in our PRO coverage next Saturday. https://t.co/TKYxBn8mMk
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Stock Analysis Compilation
Heartland Advisors on Century Communities $CCS US
Thesis: Century Communities is well-positioned to navigate the housing market challenges, benefiting from strong demand among entry-level buyers and trading at a discount
(Extract from their Q2 letter) https://t.co/XYjOyfoYjM
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Heartland Advisors on Century Communities $CCS US
Thesis: Century Communities is well-positioned to navigate the housing market challenges, benefiting from strong demand among entry-level buyers and trading at a discount
(Extract from their Q2 letter) https://t.co/XYjOyfoYjM
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Hidden Value Gems
Enjoyed the interview with @JohnArnoldFndtn who achieved ~100% compound annual
return over 12 years and retired at 38 as a billionaire.
✅ “The market is usually right, but success in investing often comes from the confidence to believe when it’s wrong.”
✅ "Investing requires the balance of confidence to challenge the market and the humility to accept when you’re wrong."
✅ "In investing, the rarest skill is not just finding opportunities but knowing when you’ve made a mistake."
✅ "Success in investing isn’t about always being right; it’s about knowing when you need to rethink your strategy."
✅ “There's this phrase that fear and greed determine markets, and those are two very strong emotions. I've seen traders who either because of fear or greed, they change their pattern, they change their process. And so, for better or worse, I think I'm classified by being able to be detached from my emotions.”
✅ “The amount of infrastructure that's required to run the data centers for AI is immense. The industry is under a real challenge. It's putting tremendous challenge upon the utility industry.”
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Enjoyed the interview with @JohnArnoldFndtn who achieved ~100% compound annual
return over 12 years and retired at 38 as a billionaire.
✅ “The market is usually right, but success in investing often comes from the confidence to believe when it’s wrong.”
✅ "Investing requires the balance of confidence to challenge the market and the humility to accept when you’re wrong."
✅ "In investing, the rarest skill is not just finding opportunities but knowing when you’ve made a mistake."
✅ "Success in investing isn’t about always being right; it’s about knowing when you need to rethink your strategy."
✅ “There's this phrase that fear and greed determine markets, and those are two very strong emotions. I've seen traders who either because of fear or greed, they change their pattern, they change their process. And so, for better or worse, I think I'm classified by being able to be detached from my emotions.”
✅ “The amount of infrastructure that's required to run the data centers for AI is immense. The industry is under a real challenge. It's putting tremendous challenge upon the utility industry.”
tweet
Offshore
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Stock Analysis Compilation
Matrix Asset Advisors on Medtronic $MDT US
Thesis: Medtronic, the global leader in biomedical devices, is poised for a rebound with compelling valuation and strong growth prospects post-COVID
(Extract from their Q2 letter) https://t.co/a8Eb61HXKF
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Matrix Asset Advisors on Medtronic $MDT US
Thesis: Medtronic, the global leader in biomedical devices, is poised for a rebound with compelling valuation and strong growth prospects post-COVID
(Extract from their Q2 letter) https://t.co/a8Eb61HXKF
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Invest In Assets 📈
Gains needed to make up for losses in the stock market: https://t.co/vhTn5LQ39N
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Gains needed to make up for losses in the stock market: https://t.co/vhTn5LQ39N
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Stock Analysis Compilation
Royce IP on Azelis Group $AZE BB
Thesis: Azelis Group is a strong consolidator in the specialty chemicals market with solid fundamentals, poised to benefit from industry consolidation
(Extract from their Q2 letter) https://t.co/HMJdHFp970
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Royce IP on Azelis Group $AZE BB
Thesis: Azelis Group is a strong consolidator in the specialty chemicals market with solid fundamentals, poised to benefit from industry consolidation
(Extract from their Q2 letter) https://t.co/HMJdHFp970
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