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Deleterious

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Everything posted by Deleterious

  1. Netflix should have pivoted to live sports. Prime seems to understand this with their NFL deal to stream a game or two per week. The NBA TV deal is up next summer (maybe 2024) and Netflix should jump on it IMO. It is the future of sports on TV. Amazon is funny right now. They are spending tons of cash building out their delivery infrastructure to basically replace UPS, USPS, and Fed Ex. They have invested in fleets of semis and planes lately and that is expensive. Massive distribution centers are popping up all over the country and again, very expensive to build out. People always think online shopping is Amazons bread and butter, but is really their AWS division. Huge profit margins, massive profits, usually about 50% of their profits each quarter/year. My kind of crazy but not crazy prediction for Amazon. They spinoff three different companies/divisions. Online retail/services, AWS, and one nobody is really considering, a global logistics company. Google is kind of meh to me. They do advertising very well, but struggle to develop other revenue streams. Google Services (where their advertising department resides) made up 92% of their revenue last year. They need something else. Maybe their cloud service will take off. Apple, man, Apple is sexy. Hardware is obviously big for them. Phones are killer, those new chips for their phones/laptops are insanely fast and way ahead of the PC/Android stuff. They are a leader in the subscription model that everyone is going to with revenue and profits really growing in that area. They are supposedly about to introduce a subscription plan for your phone where you don't buy your phone anymore, you subscribe and they lease you one. A little disappointed they seemed to have given up on their cloud service, or are at least not pushing as hard. My crazy but not so crazy prediction for Apple in the next decade? They develop a banking division. They already have a credit card, but that is issued through Goldman. I mean they go and get a banking charter and become a full fledged bank. Digital money is already huge and only going to get bigger. It makes some sense the best tech company on earth has their finger in that pie.
  2. Knicks, Pistons, Pacers Expected To Pursue Jalen Brunson In Free Agency
  3. Sort of figured Netflix was in trouble when they gave the Obama's $60M to produce content. What do they know about doing that? Then they gave that royal couple who isn't a royal anymore $100M. At least she was a D list actress on a bad show before she married a prince. But that is a ton of money paid to people who have never done the job they are being paid to do. Not sure that is the best business model.
  4. I think I have talked myself into Sharpe at #2.
  5. The Duke speaker was this year and Harvard from 2014. I think someone's entire academic career is about to be examined at Duke.
  6. Someone charted all the private jets that left Miami within 4 hours of the race finishing.
  7. The top guys never participate in the scrimmages/drills.
  8. Extending Grant would be a disaster.
  9. The NBA is going to play a preseason game in United Arab Emirates. Did Liberty Media just buy the NBA? NBA Announces Bucks, Hawks To Play 2022 Preseason Games In Abu Dhabi
  10. Mama, there goes that coaching career.
  11. Lavine isn't terrible but I don't like the fit. Those knees are also a concern to anyone giving him a huge contract. I would pass.
  12. I think there are legit reasons a busy CEO needs to fly private. Security is not one of them. Nobody could pick this guy out if they were in a room alone with him. DraftKings Stock Continues To Slide Despite Q1 Earnings Beat
  13. Two of my favorite scents for shave soap.
  14. Some of these trade proposals for Grant are...wow. Pistons fans are not being very realistic.
  15. On November 11, 2021 Bitcoin reached its ATH of $69,045. Right now it is trading at $31,718. A drop of over 50% in 6 months.
  16. Futures are ugly this morning.
  17. Is knuckle-dragger a racist term? A reporter in Memphis used that term to describe Draymond and now everyone is screaming racism.
  18. Kind of cute you think it's this year. Luka has always been bad on defense.
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