The Big Chill.... #netflix ($NFLX) stock is down ~35% after reporting it lost subscribers for the first time in 10 years, according to CNBC. This shows how important subscriber metrics are to investors and supports a recent Visibl…lnkd.in/gJ828pSe lnkd.in/gtcvfw_5

The Big Chill.... #netflix ($NFLX) stock is down ~35% after reporting it lost subscribers for the first time in 10 years, according to CNBC. This shows how important subscriber metrics are to investors and supports a recent Visibl…lnkd.in/g4vQTV_c lnkd.in/gw7HzX6m

Interesting research paper Visible Alpha just published, which is the first analysis of forward-looking dividends versus buybacks "payouts" expectations, leveraging Visible Alpha's unique financial statements consensus estimates data of 6,500+ companies.…lnkd.in/gudSCmug

It will be interesting to see the effect of increased costs on $AMZN’s online shopping business. Also out today lnkd.in/eDKEPdGn lnkd.in/eR9Xnpyk

After recently surpassing $NFLX in number of streaming subscribers, analysts expect $DIS to take the top spot by FYE 2024, according to Visible Alpha. Interesting tidbit considering the Third Point news today. #streaming #estimates #forecasts lnkd.in/ez_FqY-q

Interesting observation by Visible Alpha ahead of the September 7th $AAPL "Apple Event" where the company is expected to announce a new iPhone 14 among other product updates. While overall iPhone Net Sales are expected to breach $200mm this FYE Sep 2022,…lnkd.in/gqvhC9DX

Great to partner with Qaisar Hasan, Donald Wood and the Maiden Century team on this initiative! lnkd.in/gQ4HkwZG

Check out Visible Alpha’s white paper on consumer retail KPIs. Download here or contact me if you’d like a copy. #retail #kpis #forecast #estimates #quantitativeresearch #backtesting lnkd.in/etGrMrm4

Interesting Visible Alpha data 1-week post $AMD’s pre-announcement and lower guidance. lnkd.in/gnmgTz-s

Interesting changes happening at Slack given perception they have been slow to innovate and release new features. #saas lnkd.in/eUEhpa_r

Sizeable ($9B) investment by the US DoD in the big cloud providers: #aws #googlecloud #microsoftazurecloud #oraclecloud #cloudcomputing $AMZN $GOOGL $MSFT $ORCL lnkd.in/eH2eyqtj

#CPI #inflation #financialmarkets #economy #useconomy #usdollar lnkd.in/gk8yGHMj

Interesting tidbits: - OpenAI estimated 2024 revenue at $1B - $20B valuation at last funding round (20x) - Microsoft ($MSFT) made a $1B investment in the for-profit entity -Elon Musk was one of the founders, but stepped down from…lnkd.in/eKX6Qqsv lnkd.in/eTz7Ee6s

Impressive feat by Citadel to add $12B in revenues in 2022, while both equities and bonds experienced declines. lnkd.in/eeaBYZjB

Great scoop Eddie Donmez! If Microsoft $MSFT can close this deal it will be a huge boost for Bing and it’s 360 Suite against Google. OpenAI #microsoft #google #chatgpt3 #ai lnkd.in/gSSgyu4T

With all the talk about Tesla‘s ($TSLA) self-driving technology, Mercedes-Benz AG is the first company to receive Level 3 certification in the US (well, at least in Nevada). Impressive! lnkd.in/esVSjWuj

Join my long-time colleague Jonathan Fichman on this interesting webinar on VC funding in two weeks. #webinar #funding #vcfunding #vc #venturecapital #vcfunding #privateequity #startups #startupfunding lnkd.in/effmzt_k

This is how it started in 2008. Hopefully this time it doesn’t worse fear in the entire banking system. #banking #bankfail lnkd.in/ejezUxMY

At least one Federal Reserve Board Governor saw the risks of reducing mid-sized banks’ Liquidity Coverage Ratio (LCR) and Capital requirements, approved by the Fed in Oct 2019. As if she had a crystal ball 🔮 Excerpts from Statem…lnkd.in/exXaw9gH lnkd.in/erkhwfS5

Thanks to Vikram Shetty💡📏🧩🛡️ for hosting me! lnkd.in/eCwxcPEW