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  • Ralph Humphrey
    It looks like a Cultural Revolution of Tech is happening before our eyes.
    China's Tencent ordered to end exclusive music contracts https://www.sfgate.com/news/article/China-s-Tencent-ordered-to-end-exclusive-music-16336690.php JOE McDONALD, AP Business Writer July 23, 2021 Updated: July 23, 2021 8:43 p.m. BEIJING (AP) — Internet giant Tencent was ordered by regulators to end exclusive contracts with music copyright holders, adding to increased enforcement of anti-monopoly and other rules as Beijing tightens control over booming online industries. Tencent control…
    Ralph Humphrey 3 views 3 comments Most recent by Ralph Humphrey Real Vision
  • sam_c
    COUR & COIN after the 🤮
    Coursera:  Coinbase:    In both, I like the strong brands and really high Gross margins. And in both cases I am thinking like this:      Is there something crucial that I am missing? Or is this price action part of the "Growth to value Rotation" that is going on?  I have small positions in both and wonder why I should not buy a bit more now that they became cheaper.  If anyone has done a deep comparison of $CHGG and $COUR let me know. 
    sam_c 3 views 7 comments Most recent by iHDAA Real Vision
  • Real Vision
    Daily Briefing with @"Ash Bennington" and @"Edward Harrison " Real Vision senior editor Ash Benni...
    Daily Briefing with @"Ash Bennington" and @"Edward Harrison " Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to make sense of a series of financial news stories -- from the so-called “K-shaped” recovery to the struggles American college towns are facing to Facebook CEO Mark Zuckerberg’s ringing the alarm bell on TikTok. They also evaluate Tesla’s meteoric rise, looking at comments made by Joel Greenblatt, a legendary investor as well as a Real Vi…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Real Vision
    Larry McDonald and @"Raoul Pal" discuss the sustainability of soaring stocksWhat happens when the...
    Larry McDonald and @"Raoul Pal" discuss the sustainability of soaring stocks What happens when the monetary and fiscal engines run too hot? This is the question that Larry McDonald, New York Times bestselling author and founder of the Bear Traps Report, explores with Real Vision CEO, Raoul Pal. McDonald and Pal start by analyzing the valuations of high-flying tech stocks and discuss whether they will continue to soar or make an early landing. The pair then examine in detail the remark…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • jack_f
    Today's "stories on our radar," i.e. market narratives we found compelling. @"Jason Ziemianski"
    Today's "stories on our radar," i.e. market narratives we found compelling. https://www.realvision.com/blog/stories-on-our-radar-august-20-2020 @"Jason Ziemianski" Here are today's biggest financial headlines: bad news from the IRS, textbook publishers' woes, and Johnson & Johnson's big bond sale
    jack_f 1 view 5 comments Most recent by Andrew Wald Real Vision