Investing General Discussion

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Jysin

Ahn'Qiraj Raider
6,457
4,345
I had read about DIS FCF in Q3 was 3x the size of their entire FY22 FCF. Reigning in costs is important. However, I am curious about how much of that cash is due to them axing streaming and film media projects after the recent bad press and box office bombs. This just means there is a longer gap until the media side of the business is making any money.

So up to one's own interpretation. Glass half full? Or half empty?
 
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Sanrith Descartes

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<Aristocrat╭ರ_•́>
44,495
120,674
I had read about DIS FCF in Q3 was 3x the size of their entire FY22 FCF. Reigning in costs is important. However, I am curious about how much of that cash is due to them axing streaming and film media projects after the recent bad press and box office bombs. This just means there is a longer gap until the media side of the business is making any money.

So up to one's own interpretation. Glass half full? Or half empty?
Its approaching the 200-DMA as overhead resistance. If it can bust through it there is nothing but blue skies above. "if" it can break out and maintain, this bitch can run a ways. I'm holding mine.

1699544880570.png
 
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Blazin

Creative Title
<Nazi Janitors>
6,948
36,129
DIs could really run, I'm holding. We have a nice double bottom, sentiment in the gutter it's a good set up for a run.
 
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Sanrith Descartes

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<Aristocrat╭ರ_•́>
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120,674
Bonds finally giving it a rest. Those 20-yr Treasuries I bought already pricing in a 3% gain from my purchase.
 
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Jysin

Ahn'Qiraj Raider
6,457
4,345
30Yr auction going wrong again. Markets dont like it.

Long end yield spike across the board. TLT -3%

*(US) TREASURY $24B 30-YEAR BOND AUCTION DRAWS 4.769% V 4.189% PRIOR; BID TO COVER 2.24 V 2.42 PRIOR AND 2.38 OVER THE LAST FOUR AUCTIONS; >500 bps tail - Source TradeTheNews.com
 
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Sanrith Descartes

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<Aristocrat╭ರ_•́>
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Order to take a small position in RUM just kicked. I dont advise anyone to follow me into this and most likely will lose money on it. I just like them being an alternative to liberal social media/tech.
 

Mist

REEEEeyore
<Gold Donor>
31,197
23,356
Order to take a small position in RUM just kicked. I dont advise anyone to follow me into this and most likely will lose money on it. I just like them being an alternative to liberal social media/tech.
That's like investing in dip as an alternative to cigarettes. At this point, everyone knows social media is bad for them.
 

Blazin

Creative Title
<Nazi Janitors>
6,948
36,129
trying long again here. Bears had a window to do something and they didn't show up.

bot SPY
 
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Jysin

Ahn'Qiraj Raider
6,457
4,345
I had read about DIS FCF in Q3 was 3x the size of their entire FY22 FCF. Reigning in costs is important. However, I am curious about how much of that cash is due to them axing streaming and film media projects after the recent bad press and box office bombs. This just means there is a longer gap until the media side of the business is making any money.

So up to one's own interpretation. Glass half full? Or half empty?

FCF boost for today. No media revenues for tomorrow. Just as I predicted.