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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (57572)	5/9/2017 7:37:01 PM
From: Spekulatius	Read Replies (1) of 78715

Dumped my position in DISCK (DISCA) today on mediocre (at best) earnings report. Growth has slowed down and cord cutting becomes a substantial headwind, imo. It looks like cord cutting rate is at about 3% of the households and next week, Spek's household will join them. Well, I know that anectodes should not be overemphasized, but I know that more and more people I know do without TV. We were hardly watching the regular TV any more, my son watches Amazon Prime video and I also promised to get the cancelled Netflix back. My wife watches her own streaming stuff from Asia (borrowed password - Haha ) and Amazon prime as well. I mostly watch news online and use the TV for games sometimes. No mutiny after canceling something that we had for almost 15 years, tells me that time are changing... We "invest" some of the saving back to get better internet (FIOS Gigabit) FIOS internet is good, but their TV hardware/GUI is incredibly bad and just another reason to do without.

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