Microsoft – Activision Blizzard Deal Thoughts
Disclosure: I am long Activision Blizzard, Inc. (NASDAQ:ATVI) and Microsoft Corporation (NASDAQ:MSFT). Q4 2021 hedge fund letters, conferences and more … Read more
Disclosure: I am long Activision Blizzard, Inc. (NASDAQ:ATVI) and Microsoft Corporation (NASDAQ:MSFT). Q4 2021 hedge fund letters, conferences and more … Read more
When analyzing the WarnerMedia-Discovery deal, the Amazon-MGM deal came the week after. I was wondering what this meant for the WarnerMedia-Discovery deal? … Read more
Another Discovery post. The more I write about Discovery, the more the price goes down (DISCA). So this is the … Read more
Discovery Part II Q1 2021 hedge fund letters, conferences and more Three weeks ago I picked up shares of Discovery … Read more
It’s been a few months since my last write up on Seeking Alpha. Since October 2020 I think. You can … Read more
The pandemic crisis has created the opportunity for an economic and social reset. The question is whether politicians will grasp … Read more
Yesterday, December 14th 2020, Charlie Munger did a Zoom call with Caltech. I think the last time he formally spoke … Read more
Ever heard of the virtuous circle in equity financing? A new startup, let’s call it the Wright Motors Company, has … Read more
I’ve admired NVIDIA Corp (NASDAQ:NVDA) for a long time. It’s a great company with great leadership and great companies are … Read more
You heard of quality companies, but what about quality shareholders? I find the idea of “quality shareholders” very interesting. The … Read more
I have a pile of things I need to read and I have a pile of things I want to … Read more
Last week I posted about Lego’s 7,500+ Piece Millennium Falcon set. You can find one for about $1,000. While on the … Read more
Martin Whitman, an incredible value investor and teacher, passed away at 93 years old (Business Wire). Below are a short … Read more
Here’s the latest addition to my investment collection of useful resources. Li Lu manages Charlie Munger’s money and one of … Read more
I use Google every day. I use its search engine, gmail, Youtube, Chrome, cloud, photos and calendar. My phone runs … Read more