The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Episodes
Friday Apr 03, 2020
Friday Apr 03, 2020
Disney is considered as blue-chip as it gets, but when you break down its famous flywheel - different business lines that all flow together to create the greatest diversions in the world - there's a lot of trouble spread around. Theme parks, box office, live sports, advertising are all under pressure - is Disney + enough to make up for that? We discuss the outlook for the entertainment company. Topics covered: 2:30 minute mark -The Corona bear ETF 7:30 - The flywheel is stuck 12:30 - Long-term effect on consumer behavior in travel 17:00 - The significance of Bob Chapek's theme parks experience 25:00 - Cruise lines and international flags 28:00 - Whither (wither?) the box office? 36:00 - Box Office as marketing 41:00 - ESPN - the wild card 56:00 - Disney+ - the ace in the hole? 1:01:00 - The next WFH play 1:09:00 - The diversionary business model in a diversionless world
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.