JamboElephant

[JamboElephant @Sinner7z]

@PalmPortfolios @FindleysFinance With all the "content capex" they still generate 15B net income and lot's of FCF.

[JamboElephant @Sinner7z]

@FindleysFinance @PalmPortfolios There is growth in Netflix that is stronger then walmart and operating leverage. Sometimes the market sees Netflix as safe chip blue stock, sometimes not. It's You'r choice if you want in or not.

[JamboElephant @Sinner7z]

@PalmPortfolios @FindleysFinance A few weeks ago netflix was trading at 270B making 15B net income, in couple of years maybe 3 they will make more then 20B net income with no huge capex on Ai, with a very decent moat, with buyback machine. You telling me that is a bad investment?

[JamboElephant @Sinner7z]

@nanalyzetweets All i know is that they do ads in mobile games. Cannot say how strong is their moat, what is spaicel about what they do, how much more TAM they have left. Drop a video about it if you fully understand it.

[JamboElephant @Sinner7z]

@PalmPortfolios @FindleysFinance Ofc it doesn't deserve 40 p/e but the market giving it. So it can happaned just like netflix was at 50 p/e.

[JamboElephant @Sinner7z]

@ariaradnia Yes.. But so expensive.. :(

[JamboElephant @Sinner7z]

@ariaradnia When im wrong im wrong. Checked the details further and you are right. Still very expensive. you can buy Rolls Royce on OTC.

[JamboElephant @Sinner7z]

@ZuckermanRoy טרמינל 1 > טרמינל 3 (גם בתור משהו שעבד שם שנים).
הרבה יותר רגוע בטרמינל 1.

[JamboElephant @Sinner7z]

@ZuckermanRoy נגד

[JamboElephant @Sinner7z]

@ariaradnia I bought at 496 493 467.
Thanks https://t.co/u5hO9bm9cx!

[JamboElephant @Sinner7z]

@jzrdan Doesn’t really matter, regulators won’t approve too. And the scrutiny over teens addiction snap is the worst. Teens in the Us mainly on TikTok and snap.

[JamboElephant @Sinner7z]

@HowardTurnerGoS @ariaradnia True.

[JamboElephant @Sinner7z]

@ariaradnia I know all about the MRO, they are'nt the only player there. Theres companies like TATT/FTAI and more. there is still boom and bust on the engine sales themself that is the core revenue for them.

[JamboElephant @Sinner7z]

@ariaradnia Join in!

[JamboElephant @Sinner7z]

@oguzerkan They will maybe get 20B$.

[JamboElephant @Sinner7z]

@WillBiddy_ Expensive.