
Latest Insights on DISCA

February 1, 2022 Great Stuff
Time Warner Keeps On Slippin’, Slippin’, Slippin’ Great Ones, remember last week when we reported on AT&T’s (NYSE: ) quarterly earnings report? T stock plunged nearly 9% following the report, despite beating Wall Street’s earnings and revenue targets. Part of the problem was that AT&T provided guidance that included soon-to-be-divested businesses WarnerMedia and Xander, AT&T’s […]
January 7, 2022 Technology, Winning Investor Daily
Steve Fernandez and I discuss what we think is going to happen to the EV industry over the next several years.
May 24, 2021 Great Stuff
Kármán Chameleon Virgin Galactic (NYSE: ) … y’all just knew I couldn’t pass this one up, right? This weekend, the almost, but not quite, entirely unlike space company completed its first “spaceflight” in more than two years. Investors went gaga over the event, sending SPCE up more than 20% on the open this morning. Honestly, […]
May 17, 2021 Great Stuff
AT & Flee Heard it from a friend who … heard it from a friend who heard it from another AT&T’s (NYSE: ) been messing around. They say AT&T’s got a boyfriend. It was up late this weekend … in talks with Discovery (Nasdaq: ). They’re talking about selling media, and it’s bringing me down. […]
March 30, 2021 Big Picture. Big Profits.
Victorian poet William Ernest Henley published his classic poem “Invictus” in 1888. It includes two lines oft quoted by master orators such as Winston Churchill and Nelson Mandela: I am the master of my fate; I am the captain of my soul. Without context, the words seem to suggest omnipotence. In fact, the poem is […]