Some Links

A deep look into the troubled airline industry

Interesting article on “Super Spy” and soon to be listed Mega Unicorn Palantir

Uber’s self driving car project is not making progress  and why fully autonomous driving is still years away

Scott Galloway wants Disney to “Unleash the Mouse”

Interesting slide deck on the transformation of the New York Times

Yetanothervalueblog on Interactive Corp and ANGI

A very useful collection of recent investment research papers


  • Scott Galloway is far detached from reality if he really believes 52 million households would pay 50$ a month for a D²-bundle.
    I like his weekly column but there’s a huge difference between 8$ a month and 50$ a month for a middle class family.
    Becoming a factor in the education market is an interesting proposal, however.

    • Agree. Prof.G often just barks a bit too much.
      Somehow detached from reality…

      • I think he likes to provoke. That is part of his business model. But it is entertaining and interesting in my opinion.

        • GNP-GlobalNosePicking

          Yet, with the tsunami of info that daily comes across, it is just boring / tiring to have to filter once more when this guys looks superficially genuine, yet it”s not (only 50%).

    • US Households pay north of 100 USD/month for a mobile plan and north of 200 USD/Month for cable. So I guess the 50 bucks are not that outrageous for the US.

      • I don’t know about that, certainly that’s the sometimes the case.
        I have a house in South Carolina where I pay 45$ for internet and I pay 20$ a month for my mobile plan.
        However, that’s things you are forced to have which is not the case with cable or a Disney bundle.

        Cable is a good counter argument, however I think in the future customers won’t be willing to pay 50, 100 or even 200$ for cable when they can get netflix and prime for 8$ a month.

        Even if Profs Galloway’s assumption of 52 million households turns out to be achievable that’s only 40% of their current revenue with a non-bundle method. Why the market should reward this economic harakiri with higher valuations is a mystery to me.

        And as a last note, the whole article argues that Disney should make decisions based on what will increase the stock price in the short term future.
        I strongly disagree and think management should instead be focused to increase long-term profits.
        Their balance sheet is strong enough to raise additional debt if it becomes necessary in the future.
        They don’t depend on equity financing.

  • PSG basically is Capitec and viceversa.

  • Fresh from RV-C !

    TFF: out, PSG: out
    Slack: in; Capitec: in.

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