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Posted
8 hours ago, dwy000 said:

Maybe better for the Netflix thread.but this is exactly what killed the cable bundle.  If you go a la carte there isnt enough demand for individual product to make it work at low prices - especially if that product is for a small portion of the year.  The Sunday Ticket on YouTube can cost up to $450 per season.  And sports is a mess.  Prime has Thursday Night Football, ESPN has Monday Night and the rest is spread between networks (with Netflix getting the Christmas games).  

I'm surprised they aren't acquiring entire sports such as Formula One or the UFC.

Posted
11 minutes ago, WayWardCloud said:

I'm surprised they aren't acquiring entire sports such as Formula One or the UFC.

Apple TV has Formula 1 thru 2030. 

Posted

small nibbles to Tencent Music and Badger Meters. Slowly building a position. 

 

I bought a few hundred dollars of Kraken Robotics by accident. I saw that the ticker had a quote on Robinhood, but sometimes they will show a price and won't let you trade it.  So I clicked to see if it would trade or just kick me out. It worked.  I have my original shares on Schwab (which charges me a fee for each trade because it's Canadian listed) and eventually Merrill started allowing me to trade it. Robinhood is my smallest account, but it also has the lowest margin, so I may buy more if the price keeps dropping. 

Posted
9 hours ago, Spekulatius said:

Added a bit CME , MSFT and a tiny bit of ZTS

I much appreciate your posts on this topic Spek.  I use them primarily for ideas for the two trusts I manage.

Posted
57 minutes ago, dealraker said:

I much appreciate your posts on this topic Spek.  I use them primarily for ideas for the two trusts I manage.

As I recall, CME was your idea. You mentioned it a couple of years ago around $200. I issued it back the. But took note and decided I like it enough now that trades at a similar valuation again.

 

It’s an easy stock to hold since pay out most r profits as a special dividend which is great in tax deferred accounts. On MSFT I give credit to @petec who made a good case to own it.

https://www.buildingarks.co.uk/p/review-can-microsoft-compete-part

 

ZTS has more question  marks and is simply a turnaround  play. They have quite a few product launches lined up that should move the needle and there have been a few encouraging insider buys. The valuation isn’t demanding any more.

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