Urgent Call for Aggressive Wireless Strategy at Comcast
"I find this lack of urgency puzzling... much more aggressive tactics in wireless are required; the lackadaisical approach taken over the past 2-3 years must come to an end." https://t.co/MHcQDYCtkc
Nike Insiders Bought $8.2M of Stock Since Nov 2025
Since November 2025, Nike insiders have purchased ~$8.2 million of the company's stock on the open market at an average price of ~$53 per share https://t.co/7QNDEnhdU8
Rising Mortgage Rates Slash Home‑sale Growth Forecast to 4%
"Due to the upward trajectory of mortgage rates, NAR now expects existing-home sales to increase 4% this year, down from the previous projection [+14%]." https://t.co/BNUbt2WCK1
Netflix Accelerates Its Evolution Amid Market Shifts
Today's TSOH Investment Research Netflix: The Pace of Change $NFLX Thank you to @FrancoOlivera for his feedback https://t.co/pCr6qiYKfI https://t.co/5kuiihQ5I9
Success Demands Speed: Embrace Change or Fade
Reed Hastings (2011): "My greatest fear at Netflix has been that we wouldn’t make the leap from success in DVDs to success in streaming. Most companies that are great at something, like AOL dialup or Borders bookstores, do not become...
Prioritizing Member Joy Fuels Lasting Netflix Success
"My real contribution at Netflix wasn’t a single decision; it was a focus on member joy, building a culture that others could inherit and improve, and building a company that could be both beloved by members and wildly successful for...
Duolingo Could Match Its Valuation with 100M Paid Users
"I think there is a very real scenario where Duolingo delivers on its super tutor-in-your-pocket vision and 100 million global paid subs at $100/year and 30% FCF margins results in $3 billion annual FCF vs. the current enterprise value of...
Consensus Mirrors Management, Yet Big Firms Miss 15%
"The numbers are revealing. By mid-March 2025, at the conclusion of Q4 2024 reporting, 188 S&P 500 Index companies had issued full-year EPS guidance. At that point, sell-side estimates were, on average, within just 0.3% of the midpoint of guidance....
Wall Street Darling Struggles With Supply Chain, Ops, Digital
Scott Boatwright: "I thought I was joining this darling of Wall Street that had it all figured out... That's not what I found at all. In the first 12-18 months, we were struggling: supply chain challenges, operational challenges, and trying...
Pershing Square Admits Nike Turnaround Far Tougher than Anticipated
Pershing Square: "With Nike, we did not understand how much the prior CEO had really damaged the business, and how heavy the turnaround was going to be." https://t.co/YaLEkVXfp1
Host-City Hotel Rates Fall a Third, Demand Softens
"Match-day room rates in host cities including Atlanta, Dallas, Miami, Philadelphia and San Francisco have dropped about a third from their peak earlier this year, according to data tracker Lighthouse Intelligence, in a sign of lower than anticipated demand."
Sweetgreen IPO Jumps 77%, Hits $6 B Valuation
WSJ, Nov 2021: "Sweetgreen shares jumped 77% in their debut. Shares of the salad chain closed at $49.50, valuing $SG at more than $6 billion." https://t.co/4nAeKtz5q0
Chipotle's $4B Buyback Equals 15‑year Total
Chipotle repurchased ~$4 billion of stock in the past three years (FY23 - FY25) That's comparable to their repurchase spend in the prior 15 years (FY08 - FY22) https://t.co/mEKhK5LYEy
Court Backs PacifiCorp's View: Process Unfair for Wildfire Suits
"The decision supports PacifiCorp’s longstanding belief that this process was prejudicial and not appropriate for managing wildfire litigation." https://t.co/8w8tXPWzv2
Meta Ties Exec Bonuses to $9 Trillion Valuation Goal
"Under the program, Meta executives would only realize the full value of their options if the company hits a market capitalization of more than $9 trillion by 2031 - an increase of 500% from its current $1.5 trillion." https://www.wsj.com/tech/meta-targets-9-trillion-valuation-with-new-executive-incentive-program-64460862?msockid=1c302391d69563690da33083d70562fb
U.S. Paid Gym Market Poised for Robust Growth
U.S. Fitness / Paid Gym Membership market data From Planet Fitness' November 2025 Investor Day https://t.co/onnyTp4pYC
EoS Fitness Valued at $1.5B Amid Rapid Growth
May 2025 - "TSG Consumer Partners has struck a deal for EoS Fitness. The deal values EoS at ~$1.5 billion, including debt... EoS recently surpassed 1.5 million members, 500,000 of which joined in just the last two years." https://t.co/IytMCiRpjr
Amazon's USPS Deal Still Drives $6B, 1B Packages
"The new deal [~20% volume cut] would still have the USPS deliver more than 1 billion packages for Amazon a year... Amazon shipped nearly 15% of all packages that the USPS delivered in the country last year, translating to about...
Planet Fitness Hikes Basic Membership to $15 After 26 Years
May 2024 - "Planet Fitness is hiking the cost of its basic membership for the first time in 26 years... to $15 per month, up from the $10 per month it had been priced at since 1998." https://t.co/KDm6tLjAoh
EU Says TikTok’s Addictive Design Violates Digital Services Act
"America is not the only place where social apps are facing greater scrutiny. In February a preliminary ruling from the European Commission found TikTok in breach of its Digital Services Act owing to its 'addictive' features. TikTok was told to...
Crocs Stock Slides 34% as Investors Call It Fad
"Crocs: Out of Fashion on Wall Street?" (Bloomberg, Nov 2007) "Are Crocs a new kind of footwear that's here to stay? Or just a fad? On Nov. 1, after an extraordinary run for the stock, investors seemed to scream "fad." Shares...
Crocs Stock Tumbles, Investors Label It a Fad
"Crocs: Out of Fashion on Wall Street?" (Bloomberg, Nov 2007) "Are Crocs a new kind of footwear that's here to stay? Or just a fad? On Nov. 1, after an extraordinary run for the stock, investors seemed to scream "fad." Shares...
Crocs Paid Half Its Market Cap for Tiny HeyDude Sales
Last year, the Crocs brand sold ~129 million pairs of shoes - or nearly 6x greater than the ~22 million pairs that were sold under the HeyDude brand. In early 2022, Crocs paid ~$2.5 billion for HeyDude. The company's market cap is...
Leader Shifts Focus From Fixing to Inspiring Growth
“I’m so tired, and I know you are too, of talking about fixing this business,” Hill said in an all-hands meeting Tuesday. “I want to move to inspiring and driving growth and having fun.” https://t.co/3lb3YzmTiH
BoyarValue Predicts Hagedorn Likely to Sell SMG
@BoyarValue talking $SMG on @TheCompoundNews: "You have a 70 year old guy [Jim Hagedorn] who has to be exhausted; the last couple of years have been an absolute disaster. My guess: he's probably going to sell this thing." https://t.co/JuqeMjNda2
Munger Says Own Apple Among Elite 12 Stocks
Charlie Munger on Berkshire's Apple investment: "What everybody learned is everybody needs some significant participation in the 12 companies that do better than everybody else. If you have that mindset, Apple was a logical candidate to be on the list..." https://t.co/dM8OcYvjJv
Crocs CEO Confident HeyDude Will Grow Despite Wrinkles
Crocs CEO Andrew Rees, July 2023: "We have absolutely no regrets on the acquisition...We’re very confident about HeyDude’s future, but we have a few wrinkles to work through over the next six months... We are very confident HeyDude will grow...
Sony Nears $1B Sale of Home Entertainment to TCL
"Sony is nearing an agreement to sell a majority stake in its home entertainment business to TCL in a deal that may be valued at about $1 billion... with Sony holding 49% and TCL holding 51%."
TAP CEO Highlights Unified Excitement Behind Fever-Tree
$TAP CEO Rahul Goyal: "With Fever-Tree, we have an excited distributor network, an excited retail network, and an excited team to really get behind it. There's few brands where you get the whole trifecta working; we believe we have the...
Netflix Hikes U.S. Subscription Fees Across All Tiers
Bloomberg: "Netflix increased the price of its [U.S. AVOD plan] by $1 to $8.99 per month. The standard plan without ads rose by $2 to $19.99 per month, while the premium plan climbed $2 to $26.99... The last time Netflix...
Japan‑Australia WBC Game Becomes Netflix Japan’s Top‑Viewed Title
"The 2026 World Baseball Classic, for which Netflix held exclusive streaming rights in Japan, set a historic record. The Japan vs. Australia game is now the most-watched title ever on Netflix in Japan - surpassing every series, film, anime, and...
Board's $400M Buyback Matches Six Years' Spend in 90 Days
From "Trying To Be Realistic" (03/09/26): "The Board approved a $400 million repurchase authorization in October 2025, which was completed in three months. The value of repurchase spend over this 90-day period was equal to the total over the previous...
Pernod Ricard Mulls Buying Jack Daniel’s Owner Amid Downturn
Bloomberg: "Pernod Ricard is exploring a potential acquisition of Brown-Forman, the owner of Jack Daniel’s whiskey, as alcoholic drink companies look at ways to consolidate amid an industry downturn, people familiar with the matter said. They have held some initial...
HeyDude Turnaround Likely Suboptimal, Management May Resist Admission
From the $CROX initiation: "HeyDude’s turnaround efforts will require attention and investment; there’s a good chance it will be a suboptimal use of those resources... Even if that becomes apparent, I don’t think it will be easy for management to...
Steal A Brainrot Generates $64M From Microtransactions
"Since its May 2025 release, 'Steal A Brainrot' has earned an estimated $64 million from in-game purchases like swords and invisibility cloaks, according to data from Romonitor." https://t.co/rY3HriDxtN
Boston Beer Matches Ten‑year Buybacks in Three Years
Boston Beer repurchased ~$530 million of its common stock over the past three years, which is roughly comparable to what the company spend on repurchases over the previous decade (FY13 - FY22) https://t.co/pROlFqwX7E
Family Owners Prioritize Dividend over Strategic Freedom, Says Fundsmith
Terry Smith (Fundsmith) on selling Brown-Forman: "We hoped family ownership would lead them to perhaps find a course through all of this that a company subject to the influence of quarterly earnings wouldn't be able to do, but it's not...
Prime Members Pay Half for Ultra‑fast Delivery
"Amazon Prime members get even more value with discounted delivery fees of $9.99 for 1-hour delivery and $4.99 for 3-hour delivery [in select cities]. Customers without a Prime membership pay $19.99 for 1-hour delivery and $14.99 for 3-hour delivery."
Sarandos Stands Firm on Final December Offer
Ted Sarandos (Politico interview): "We had a price where we thought this was good for our business. We made our best and final offer back in December and it was our best and final offer. So that’s all."
YouTube Now Drives over Half TV‑screen Engagement
Sarandos: "One of the things we saw in recent months is a real deep misunderstanding about what YouTube is and isn’t... YouTube is in the same exact game that we are... About 55% of all YouTube engagement now is on...
FY26e Targets MSD Growth with 31% EBITDA Margin
$GAMB CFO Elias Mark (pulled from the company's Q3 FY25 call) FY26e is now at MSD revenue growth and ~31% EBITDA margins https://t.co/a3U84jKJjz
Build‑A‑Bear Debuts First Wholesale Deal with Walmart
"Build-A-Bear is launching its first-ever wholesale partnership with Walmart... Mini Beans, new collectible Micro Mini Beans, and the Build-A-Bear x Bluey collection, are available in 1,500+ Walmart stores nationwide, a major new distribution milestone."
PSKY Predicts Leaner
On a somewhat related note, read a $PSKY analyst report this week with FY30e DTC revenues at ~$30 billion, with non-content expense at ~$3.8 billion. By comparison, when Netflix revenues reached ~$30 billion (FY21), total OpEx was ~$6.2 billion, with...
Delivery Sales Boost Dollar General’s Q4 Growth Modestly
Dollar General CEO Todd Vasos: "We estimate delivery sales contributed roughly 80 basis points to our comp sales growth of 4.3% in Q4 FY25."
California Utilities See Fire Liability Threatens Their Existence
"I think the utilities in California recognize that they are operating in a different world today: if they cause fires, they will not have a business." https://t.co/j6Ht8D35SR
Buffett Warns Against Hoarding Cash, Favors Buybacks
Warren Buffett at the 2017 Berkshire Hathaway meeting, on repurchases and excess cash: "There’s no way I can come back here three years from now and tell you we hold $150 billion or more in cash, and we think we’re...
Berkshire Targets Major Operating Ratio Boost for UNP, BNSF
Operating Ratio comparison for UNP and BNSF Greg Abel, 2025 Berkshire Hathaway Shareholder Letter: "The gap to the industry’s best remains too wide... We will be disappointed if we do not deliver a substantial [operating ratio] improvement over the next few...
Berkshire Vows Massive Energy Investment, Confident Future Record
2019 Berkshire Hathaway meeting Warren: "We will put a lot of money into energy... In 10 or 20 years, our record [at BHE] will be looked at and there will be nothing like it." Charlie: "We're in marvelous shape in this department......
Utility Investors Warn Against Expanding Risk Responsibilities
Greg Abel: “We see a bigger issue in the utility industry: does the regulatory compact continue to exist? We deploy capital into these businesses, and we receive a return that is reflective of us taking a certain amount of risk....
Greg Abel Vows Annual Share Purchases to Match Compensation
Greg Abel: "Absolute alignment with our shareholders is critical. The goal [in buying Berkshire shares with 100% of his after-tax compensation] was to continue to demonstrate alignment… I’m committed to doing this every year going forward, as long as I’m...