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ADI Tea Time

ADI Tea Time

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    Épisodes
    • Highlights from the Netflix Q4 2023 shareholder letter | ADI Tea Time
      Feb 1 2024

      Netflix Q4 2023 shareholder letter - https://s22.q4cdn.com/959853165/files/doc_financials/2023/q4/NEW-FINAL-Q4-23-Shareholder-Letter.pdf

      Follow Jason - https://twitter.com/afterinvestor

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      24 min
    • Netflix is buying back stock | ADI Tea Time
      Jan 30 2024

      GM Sees Higher Profits Ahead as 2023’s Problems Recede - https://www.bloomberg.com/news/articles/2024-01-30/gm-beats-fourth-quarter-estimates-sees-higher-profit-in-2024

      GM Q4 2023 earnings deck - https://investor.gm.com/static-files/c30280c2-e95f-4635-a5ce-0d7aa05e93d9

      Paramount Global shares rise as major shareholder gets $125 million investment deal
       - https://www.reuters.com/business/media-telecom/paramount-global-shares-rise-major-shareholder-gets-125-mln-investment-deal-2023-05-26/

      Byron Trott: The billionaires’ banker - https://fortune.com/2014/12/29/byron-trott-billionaires-banker/

      India Steel Demand Set to Grow Up to 10%, Top Mill Says - https://www.bloomberg.com/news/articles/2024-01-30/india-steel-demand-set-to-grow-up-to-10-top-mill-says

      Netflix Q4 2023 letter to shareholders - https://s22.q4cdn.com/959853165/files/doc_financials/2023/q4/NEW-FINAL-Q4-23-Shareholder-Letter.pdf

      Netflix Q4 2023 earnings call transcript - https://s22.q4cdn.com/959853165/files/doc_financials/2023/q4/netflix-inc-q4-23-earnings-call-jan-23-2024.pdf

      Follow Jason - https://twitter.com/afterinvestor

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      39 min
    • Big News at Cardlytics | ADI Tea Time
      Jan 29 2024

      Will Arnett, Jason Bateman, Sean Hayes Take Podcast to SiriusXM for $100 Million-Plus - https://www.bloomberg.com/news/articles/2024-01-29/-smartless-podcast-leaves-amazon-for-100-million-siriusxm-deal

      Before-Merger Arbitrage - https://themikrokap.substack.com/p/before-merger-arbitrage

      Cardlytics Announces Successful Resolution of SRS Dispute and Preliminary Fourth Quarter 2023 Results - https://ir.cardlytics.com/news-releases/news-release-details/cardlytics-announces-successful-resolution-srs-dispute-and

      An Interview with Netflix co-CEO Greg Peters About Strategy and Execution - https://stratechery.com/2024/an-interview-with-netflix-co-ceo-greg-peters-about-strategy-and-execution/

      Follow Jason - https://twitter.com/afterinvestor

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      26 min
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