mark's blog

Another indicator that this bull market is "long in the tooth"

Apr
12

At the top of the bull, investment bankers always get CEO's ears.  I often wonder if they tap into the empire building ego of large company executives.

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Disney - the magic kingdom

Apr
12

I was happy to hear the announcement yesterday by Disney (DIS).  Their steaming service will clearly give Netflix a run for their money.  I also like the little undercut in price which should incentivize consumers to get on board.  I love the smell of competition.

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