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Kevin Holloway Profile picture
Kevin Holloway
@Kevin_Holloway
Dad, Investor, Bmore fan
Apr 12, 2019 • 11 tweets • 3 min read
Thoughts on Disney+ $DIS

Netflix vs DIS

This is not a zero sum game (esp w/ DIS+ at $6.99/mo) Both NFLX & DIS can be successful. DIS+ will have massively popular branded content in Disney, Pixar, Marvel, Star Wars. Netflix will continue to have ALL types of content for everyone Side tangent: “There’s nothing on Netflix” or “Netflix content is crap” is BS. They have good, bad, scripted, unscripted, hit originals, “originals”, foreign shows, docs, comedy specials, “bad” movies/shows & critically acclaimed movies/shows. Everything. It’s a freakin bargain
Feb 25, 2019 • 18 tweets • 5 min read
Really good intvw w/ Buffett. Very honest, informative, more open than other years imo. Less of the aphorisms, more detail esp re: Kraft Heinz, brands. Good stuff on banks, Sokol shout out, BYD, pensions, AAPL. Incredibly sharp @ 88. Now if we could just get Kernen to not talk Buffett on investing being harder than in the past: 1) Law of large numbers 2) access to information