Paul and Travis discuss the upcoming NFL season. Which teams do we think have improved over the off-season and which have taken a step back? Get your bookie on the phone* and find out who we think will win each division and which teams will snag wildcard spots. Don’t have time to listen? Our playoff teams are listed below: Want to hear our Super Bowl picks? In that case, you’ll…
Bitcoin, and cryptocurrencies in general, were all the rage in 2017. Bitcoin went from around $1k to a peak of around $20k during 2017 before the bottom fell out and it proceeded to lose around 80% of its value in 2018. Entering 2019 it was above its 2018 lows but still hanging out below $4k and the past few months have seen another resurgence as bitcoin is currently sitting around $11k.
Lately, I’ve been giving a lot of thought to Shopify (SHOP), a company I scored late last year. At the time it was an Enterprise level holding in the Freedom Portfolio. That was before the stock price went absolutely bonkers in 2019.
One of my hopes when I created Paul vs The Market was that I could use it as a teaching tool. This article is part of that goal. My intention is to write a three part series where I do my best to explain the basics of investing in the stock market and why I think it’s so important.
SPOILER ALERT: Spoilers for Avengers: Endgame follows. Sometimes I get so hyped for movies that when I see them, I am ultimately disappointed. It’s rare when a sequel lives up to the original and almost impossible for the sequel to surpass it. After 11 years and 22 movies of build-up, not to mention the incredible lead-in and cliff-hanger of Infinity War, I was just hoping not to be too disappointed….
Two Freedom Portfolio holdings made news last night and this morning: Twitter (TWTR) and Tesla (TSLA). Here are some quick thoughts on each.
Netflix (NFLX) announced their Q1 numbers yesterday, and there was a lot to like. It’s especially nice to see them continue to beat expectations on subscriber growth despite a price increase in the United States. Similarly, the revenue increase was impressive considering the strong dollar has been pressuring their international revenue (reported in dollars). Nearly 60% of Netflix’s paid subscribers are international now, and as you can see above, that’s also where most of their growth is coming from. As time goes on, the strength of the dollar will play a bigger and bigger role in Netflix’s revenue.
Disney (DIS) is up huge today (and nearing an all-time high) the morning after holding their investor day, where they unveiled not only a ton of information about their upcoming streaming services, but also new content that they are producing for those services. There had already been a plethora of rumors surrounding much of the new content, so there weren’t a ton of surprises there, but Disney still had a number of notable announcements.
The S&P 500 was up 14% this past quarter. The Freedom Portfolio? It was up 25%. Since inception (October 1st, 2018), the Freedom Portfolio is down 2% compared to the S&P 500 being down 3%. In other words, the Freedom Portfolio has won the Q1 2019 battle and is currently winning the war.
One thing that surprised me about Captain Marvel was how confined the sexism was. Based on the commercials and trailers, I was expecting the movie to focus more on the constant challenges Carol faced on account of her being a female who was constantly partaking in stereotypical male pursuits like baseball, kart racing, and being a fighter jet pilot. Instead, the instances of sexism seemed relatively constrained to the villain (duh), one notable jerk, and a few extremely brief flashback scenes. If anything, the movie seemed notable for how progressive the heroes were. After all, SHIELD was willing to entrust their most valuable and powerful artifact to a female scientist and two female test pilots.