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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: #Breeze who wrote (25639)	8/25/2025 12:20:01 PM
From: Kirk ©	Read Replies (1) \| Respond to of 26437

I guess some could argue NFLX and TSLA are building their moats by going faster to build what people and government mandates wanted. Lots of investment to build a moat that is profitable now. If ESPN / Disney had the "hot content" that Netflix provides with their racy Columbian and Mexican soap opera erotic thrillers, I might be interested in their bundle but now I just pay for ESPN 2x via my YouTube TV and DISH subscriptions. It has been hard for me to see what excites a retail investor as well as retail customers... They are charging a fortune now for a chocolate chip cookie and coffee at most places while I can buy the beans at Costco and a huge box of chocolate chip cookies for the same prices I'd pay for the two coffees and cookies. I guess it is how you allocate funds. Kids would rather have the $20 "experience" today rather than save that daily treat to buy stocks so they can buy the beans and cookie with cash flow from the stocks in a few decades. About the only "retail stock" I hit a home run with was Sprouts and even then, I was pissed I could not get the IPO price so held out for the first big correction to accumulate a nice position. I got "lucky" my original assessment of the value and the price I wanted to pay turned out to be correct. Analysts now say they (SFM) are at fair value and to hold or sell... but it seems they are using cash flow to expand and buy back shares. So, now I'm in a profit taking mode where I'll occasionally buy back shares if there is a big decline.