Value Is What You Get (FO + TSOH)

A discussion on Spotify's Q3 FY21 results. Focal points include the company's podcast strategy (O&E, creator tools, etc.), its long-term strategic vision, and other notable recent decisions (for example, the repurchase authorization). --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

An update on The Walt Disney Company (DIS) following the Q3 FY21 results, featuring Francisco Olivera (@FrancoOlivera on Twitter). As always, if you're interested in complete access to my equity research, as well as transparency around all portfolio changes before they're implemented, please subscribe to the TSOH Investment Research Service. https://thescienceofhitting.substack.com/about?utm_source=menu-dropdown --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

A discussion with my friend Jason Greenwald. We discussed his background in real estate, what the 2008 foreclosure market taught him about human psychology, his early days as an equity investor, and his investment in The Walt Disney Company (disclosure: at the time of recording, Jason and I were both long DIS). Enjoy! You can follow him on Twitter @JGreenwald86. --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

An update on Spotify, the world's leading audio streaming service, with my friends Francisco Olivera (@francoolivera) and Sleepwell Capital (@SleepwellCap). Follow Francisco and Sleepwell on Twitter, and subscribe Sleepwell's Substack (sleepwell.substack.com). In addition, you can subscribe to my Substack, where I provide completely transparency on all of my investment research and all of my portfolio decision-making, at thescienceofhitting.substack.com --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

WarnerMedia + Discovery, MGM Studios + Amazon, and Comcast waiting for a dance partner. Link to the TSOH Investment Research Service https://thescienceofhitting.substack.com/ --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

An introduction to the TSOH Investment Research Service --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

A look at Disney's first quarter results with Francisco Olivera, along with a discussion on the broader media landscape. --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

Final podcast of 2020, with returning guest Francisco Olivera --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

A look at Disney's FY20 financial results, particularly their early success in DTC, with Francisco Olivera. --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

A look at the leading streaming audio service with Andy, my friend, a fellow investor, and a $SPOT bull (@bizalmanac on Twitter) --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

A look at the railroad's third quarter financial results, along with my thoughts on why selling the stock may have been a mistake --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

A discussion with fellow invedgor Francisco Olivera about the activists letter to Disney CEO Bob Chapek --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

An update on the retailer following 1H 2020 results --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

A discussion with my friend Bill Brewster on Berkshire Hathaway, Wells Fargo, Comcast, Apple, Microsoft, Facebook, and other companies. You can follow Bill on Twitter at @BillBrewsterSCG. --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

A quick look at the leading OTA's Q2 results --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

An update on the House of Mouse. We discuss DTC sub growth, the future of ESPN, Mulan on Disney+, and more. --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

Today's podcast is a discussion with Andrew Walker of Yet Another Value Blog. We spoke about the quarterly results from Comcast and Charter, the risk and opportunity of wireless, and diversified holdings companies. Follow Andrew on Twitter at @AndrewRangeley --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

A discussion on the company's recent results --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

Three takeaways from the quarter --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

I recently wrote a five part series on The Walt Disney Company. On today's podcast, I sat down with my friend Francisco Olivera to discuss the company's opportunities and risks over the next 5-10 years. --- Support this podcast: https://anchor.fm/the-science-of-hitting/support