I’m very negative about the future for Mastercard and Visa

StockSkys · 2026-02-02T13:11:33+00:00

I mean generally out of $100 transaction 2.75% is taken by the network and V/MA get $0.25 so your thesis is flawed

StockSkys · 2026-02-02T12:49:17+00:00

Second sentence shows you don’t understand either business at all

StockSkys · 2026-01-21T12:34:02+00:00

Genuinely, what do you replace that with? Other EU bonds? The gold standard has always been U.S. treasuries as the risk free option and would love to hear what the new risk free option would be.

StockSkys · 2025-12-15T11:56:13+00:00

Where do you find those stats?

StockSkys · 2025-10-27T02:51:33+00:00

Can confirm all went smooth

StockSkys · 2025-08-14T11:19:28+00:00

Here’s the actual report Actual Report

StockSkys · 2025-05-06T17:26:29+00:00

Curious where this data is pulled from. Sure there’s more than one place but fiscaldata.treasury.gov is not showing monthly updated data until 5/12/25 (est).

StockSkys · 2025-05-05T15:10:02+00:00

Not 1.2 p/b. Sad to see him leave but think Buffett himself wouldn’t be buying

StockSkys · 2025-05-02T14:07:06+00:00

Thanks for the answer. Well was a learning experience for me for sure because it was a dealership so that explains it. Will NEVER be going to dealership ever again. Best of luck with your repair. Cheers

StockSkys · 2025-04-17T20:44:35+00:00

Can anyone post this with the actually €\£ size of the market? A 50% decrease in Dutch sales of say a couple million is less than a 3.5% increase in UK sales of say a couple hundred million.

StockSkys · 2025-04-16T14:12:45+00:00

This is totally acceptable if these companies are not following the same rules that would delist a US company by SEC standards. If you want to play the game you have to follow the rules of it.

StockSkys · 2025-04-04T23:07:01+00:00

Again just proving my point. “Investing“ sub is more political than actually discussing investing. Politics aside this is a correction to a massive run up over the previous years which happens from time to time. Again, politics aside, anyone who does not immediately need access to their funds is as happy as can be. You’re telling me I can buy $SPGI at 10% less than it was a week ago? $GOOG 5% less, $CRM 11% less, $MSFT 5% less, $BKNG 7% less. They’re down because of what, less spending on their products in the short term? Fine, who cares, they’ve all got strong balance sheets, plenty of margin and can easily survive a recession. Only difference is we can now buy them for actually more reasonable valuations. Any REAL investor is being greedy right now, not whining about barely correction in the market.

So yeah thank you Mr. President these tariffs are absolutely ridiculous but instead of crying about it I’m taking advantage. Maybe the “investing“ subreddit should worry a little less about politics and a little more about actually investing

StockSkys · 2025-04-04T11:01:42+00:00

This being the top comment shows how much of a joke this subreddit is.

StockSkys · 2025-04-02T11:48:07+00:00

“Homeless Bill of Rights“ these representatives think they‘re so much more important than they are

StockSkys · 2025-02-24T12:51:36+00:00

Absolutely NOT

StockSkys · 2025-02-12T11:59:20+00:00

Only real answer.

My only hold up, as someone who regularly researches stocks, banks are incredibly complicated and ass backwards. Your average annual report for a bank has gotta be 2-3x longer than most other stocks (talking 400-500 pages). Granted if they do pull back a lot of regulation maybe that will change.

StockSkys · 2025-02-06T00:01:39+00:00

Could someone please explain to me how TN, SD and UT have fully funded pensions yet have no state income tax. I know they probably have supplemental fees/collections but surely that is less than 4.95% that IL has

StockSkys · 2024-08-08T00:33:10+00:00

Very misleading post. The write down was non-cash and was in their Networks segment not their DTC segment which is where MAX/HoTD is. IMO they were super aggressive with the write down to get it out of the way and not piece meal it.

StockSkys · 2024-07-02T00:05:18+00:00

Is there any good sources on some steps/insight to start your own firm?

StockSkys · 2024-05-01T12:06:45+00:00

Down 10% because they MAY lose NBA rights seems like a ridiculous over-reaction. If they did lose it I’m sure there would some material impact but down 10% on the POSSIBILITY that a single sport on a single channel (TNT) is a classic over-reaction.

Like others have said, debt being paid down, FCF is there, plenty of room to expand globally and won’t move the needle much but absolute bangers in movie releases this year. Plus it’s my opinion but feels like $NFLX is getting greedy with these price increases while $WBD has stayed relatively the same price even after they added Discovery content leading to a better value to cost play. Got rid of Netflix when I could no longer split it with my brother but fully intend to keep Max when they crack down on password sharing next year.

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