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Part #3 of Netflix world: ESPN and restructuring Disney
What would a sliced up Disney look like? What's the opportunity?
Bad Companies & Value Traps
Rule #1: Don't lose money.
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War in the Middle East.
Palestinian gunmen enter Israel and endless rockets fly.
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Becoming a Master-Investor
"Philo, show me the way."
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The bond market is cracking.
But you were forewarned.
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Part #2 of Netflix world: Chopping up Mickey Mouse 🪤
All the trends and dynamics that will ultimately chop Mickey Mouse up.
Newsletter
This is a Netflix world, and we are all living in it. Part #1
Trends, themes and dynamics in the media space. Disney's woes, Netflix gains? Survival or reckoning for legacy media? Will the DTC pivot ever work? Big Tech lurking..
What's happening with Uranium?
And what would George Soros do?
Newsletter
Losing control of Africa.
Colonisers, open wounds and the rise of the alternative. Coup in Niger or the beginning of a new normal in Africa? China, Russia and Turkey.
Newsletter
What the hell is happening? July 2023
From a recession narrative to a recovery narrative. Real Assets Vs Fixed Assets. What to do? Price is what you pay, value is what you get. China+
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