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Business Overview Key Metrics Total: 5/17 +2 ✅✅ Projected Operating Margin: 38.13% +0 ⚠️ Projected 5-Year Revenue CAGR: 9.38% +1 ✅ Last 5-Year ROIC: 13.60% +1 ✅ Estimated Cost of Capital: 9.45% (less than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -1.09% +1 ✅ Projected 5-Year EPS CAGR: 19.73% +0 ⚠️ Projected 5-Year Dividend CAGR: N/A +1 ✅ Moody's Rating: A3 -1 ❌ Morningstar Moat: Narrow -1 ❌ Morningstar Uncertainty: High Netflix has become synonymous with watching movies. Its ever- growing catalog of movies and series locks in its users creating a business that has very high margins.Read more

Netflix recently responded to the vast industry concerns about its deal to acquire Warner Bros. Discovery from the likes of the Writers Guild of America and a who’s-who list of elected officials, including liberal ones like Sens.Read more

Originally published by the Woodworth Contrarian Fund here: https://www.woodworth.fund/news/swiped-left-by-wall-street-the-bmbl-rebound-trade Bumble looks like another “dead app” stock at first glance—revenue rolling over, consensus price targets drifting down, and big tech funds ghosting it like a bad first date. Under the hood, it is a turnaround in mid‑flight: cutting costs hard, consolidating assets like Fruitz and Geneva, and putting the founder back in charge at a price that bakes in way more heartbreak than the current business performance justifies.​ From busted IPO to rebound candidate When Bumble went public in February of 2021, it was the market’s shiny new match—women‑first, high‑growth, all vibes.Read more

About Netflix Q2 2025 results Netflix's second-quarter 2025 performance demonstrated a successful strategic shift towards mature, profitable growth. The company reported a 16% year-over-year revenue increase to $11.1 billion and a 46% surge in net income to $3.1 billion.Read more

If you are looking to trade the newly formed Defence Holdings PLC in the USA, and join the U.K. defence rush to AI and cyber defence you need to read below. You may be wondering what an OTC pink stock is doing in my portfolio?Read more

Update on Q3 Results Travelzoo's cost to acquire a member increased to $40, making it a net 0 gain on membership spend alone. Direct member acquisition costs of $2.9m represents $2.9m of revenue with only $0-0.725m recognized this quarter (average $0.36m).Read more

Key Takeaways Disney is entering a new growth phase with streaming finally reaching profitability and the Experiences division expanding rapidly. ESPN is emerging as a pivotal growth engine, with its partnership potential—especially with the NFL—set to redefine sports streaming.Read more

RISKS: Search algorithm volatility; U.S./EU regulatory shifts in gambling; operator marketing budgets; integration risk (OddsJam/OpticOdds/Spotlight). Discounted Cash Flow (DCF) Valuation Assumptions Discount rate (WACC): 10% (small-cap, digital media).Read more

Key Takeaways Dual AI focus – Gaxos.ai builds AI-powered tools for game developers (via Unity integrations) and AI-driven health services under its RNK Health brand. First signs of commercial traction – After years of development, the company reported ~$194k in H1 2025 revenue, mainly from wellness pilot programs.Read more