Latest Insights on DISCA
3 Ways Digital Money Is Taking OverDigital money transactions, or "contactless payments," have taken over how we shop and spend. It's creating a huge investment opportunity for 2023!
This Special Situation Is Hiding in Plain SightIt involves three companies that were founded more than 100 years ago.
AT&T’s Out Of Time Warner; Dirty Digital Deeds Done Dirt Cheap
February 1, 2022 Great StuffTime 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 […]
The EV Boom Is Already HereSteve Fernandez and I discuss what we think is going to happen to the EV industry over the next several years.
Virgin’s Near-Space Experience, Beyond The Dip & Sleeping Lumber Giants
May 24, 2021 Great StuffKármán 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, […]