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How To Measure Stock Valuations: Netflix vs Disney

This is a Guest Post by AK of Fallible AK has been an analyst at long/short equity investment firms, global macro funds, and corporate economics departments. He co-founded Macro Ops and is the host of Fallible. Recently Netflix (NFLX) surpassed Disney (DIS) in terms of market cap, making it a more valuable company in the eyes of the

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Bullish Connector Stocks

$AMZN has almost no stores ?$Uber owns almost no cars ?$FB creates no content ✏️$BABA has no inventory ?$AirBnB owns no real estate ? Bitcoin has no physical coins ? — Stephen Burns (@SJosephBurns) November 10, 2017 A lot of the biggest and most bullish companies in the world connect buyers with sellers. These new

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