SouthernValue
SouthernValue95
Broken clocks are right twice a day and Jeremy Granthams perma bear calls are right once a cycle. A timeline and cautionary lesson for investors:2010: Grantham sells stocks out of
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Highlights from the 2021 Flexera "State of $MSFT's World Dominance" report, a survey of 474 large enterprises IT spending:https://info.flexera.com/SLO-REPORT-State-of-Tech-Spend?lead_source=PPC&utm_source=google&utm_me
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$FB will generate ~$158 this year per US sub, nearly identical to $NFLX, but with over twice the gross margin, and 4x the users. FB has grown US ARPU ~30%
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Bull case for branded hotels w/ successful loyalty programs ( $mar, $hlt )Airbnb pressures RevPAR at low end, esp. unbranded hotels. These units are dependent on OTAs to drive traffic,
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