Insider Stocks · For members
An entry from my investing journal, for members.
Sony Pictures spent over $100 million creating KPop Demon Hunters. They then sold it to Netflix for a guaranteed profit, choosing certainty over potential billions in franchise value. It's now Netflix's most-watched film ever with 325 million views. The soundtrack dominates global charts. Mattel and Hasbro are racing to produce merchandise. While Netflix celebrated these […]
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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