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haoafu

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  • haoafu commented on Geoff Gannon's article 12-01 17:20
    Talking to Customers Is More Useful Than Talking to Management
    Someone who reads my blog emailed me this question: “Do you listen (to) or read quarterlies? Do you find the management's spin and guidance...
    View all 1 comment
    haoafu 12-01 17:20
    • Nice article. It reminds me of a book with more in-depth disucssion of similar topics - "The Sleuth Investor: Uncover the Best Stocks Before They make Their Move".
  • haoafu commented on Grahamites's article 11-24 00:26
    Thoughts on Media Companies
    U.S media stocks have been under pressure for quite a while. Exacerbating the fear was some comments from Disney’s CEO Bob Iger during Disney’s...
    View all 11 comments
    haoafu 11-24 00:26
    • Great analysis. As a sports fan, I cut cable package mostly due to the unwillingness to pay 100+ channels when I'm really only interested in ESPN and TNT. Now slingtv is a cheaper streaming option with pretty much all the channels I watch often, and I can drop anytime when I'm too busy to watch anything. However, if ESPN decides to launch their exclusive channel in the future, and requires yearly fee of $150, I will definitely pay for it. This is a very simple individual perspective, but it's part of a broader analysis which makes me long Disney stock.

       

       
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