Apple and Amazon have never reported subscriber numbers for their streaming services either, but their stocks don't trade on streaming.

Netflix is a pure streaming play. To stop providing subscriber numbers at all is a huge change for Wall Street.

Did the dog bite? The answer to the mystery, at last:

Nice scoop from Michael Thrasher: Notre Dame CIO Mike Donovan is retiring!

institutionalinvestor.com/article/2d49tc…

Maybe. But also the Caesar salad is in its own category. They could charge me $30 for a Caesar salad and I wouldn’t blink, I’m ordering it.

“… We prefer to say priced ‘below cost basis.’”

Annual tax day reminder to go search for your unclaimed assets. Over $4B returned annually...

We’ve found over $1mm for followers - let me know what you find!

Search all the states here: unclaimed.org/search/

'New research shows that there is a statistically significant relationship between a portfolio manager’s past decision-making performance and future returns.'
~Institutional Investor

institutionalinvestor.com/article/2d31ze…

Great story from Alicia McElhaney at Institutional Investor on the California Endowment. They're moving their entire $4 billion portfolio into mission-aligned investments.

institutionalinvestor.com/article/2cvmgq…

In the latest episode of In Conversation With Julie Segal, ‘Much of It Will Be Dirt’, Michael Levy, CEO of Crow Holdings, says the bottom third of office buildings are redevelopment projects that are a “multi-decade problem.” Listen to here:
spr.ly/6013wtnTL

RT Institutional Investor
There Is a Relationship Between Past Success and Future Returns After All
buff.ly/4cXRoUu

Monopoly has become part of the fabric of American life and its success made its creator, Charles Darrow, a millionaire. But credit of its creation should not have been his. Rather, its original inventor was a woman named Lizzie Magie. nyti.ms/3TQGneK

JULIA IS MISSING IN BROOKLYN. Last seen at State and Clinton. She's 43 pounds and chipped: 985113008326309. If you've seen or found her please call 888-466-3242 and PLEASE RT JULIA!

“I called my mom, my girlfriend, my dad — he didn’t answer, and you can put that in there…And then I called my buddy, who has never been here, and I really just wanted to impress him and flex on him because the caller ID says, ‘the Masters.’” nytimes.com/2024/04/13/us/…

BIG day for volatility bets --busiest day for VIX options since **February 2018**

Oh my goodness, I am shocked! Stunned! Who could have seen that coming!?

Inside Collective Global’s First Investment
spr.ly/6018wY8wE

In the 89-man field at the Masters, Stewart Hagestad is a player unlike any other. He also works a full-time job at an investment and advisory firm.
wsj.com/sports/golf/ma… via The Wall Street Journal

KKR Doubled Its Private Equity Assets in Five Years. Can It Do That Again? institutionalinvestor.com/article/2d35lv… via Michael Thrasher Institutional Investor #PrivateEquity

My latest for Institutional Investor:

KKR Doubled Its Private Equity Assets in Five Years. Can It Do That Again?
institutionalinvestor.com/article/2d35lv…

There Is a Relationship Between Past Success and Future Returns After All
spr.ly/6013wiGud