11/13/23- Bonus Chart Edition
Clark Kent prevents the problem, and no one cares.🥱 Superman solves the problem and becomes a hero.🦸🏽
Welcome back. In a busy world we can be distracted with the trivial many things or we can focus on The Vital Few.
Something that I am thinking about- Bonus Charts
Some weeks are filled with excellent data. Here is a bonus edition with just charts. I am compromising with myself on this bonus edition as I find a lot of value in the information below, but I strive to keep my normal editions brief. Enjoy!
But before you start, please take my poll below to provide me with your valuable feedback.
(With data and charts it is not what you look at, it is what you see that matters.)
Cloudflare NET 0.00%↑ is scaling.☝🏽
Do I see revenue growth starting to accelerate for several below? 🧐
AMD looks to have bottomed and is starting to accelerate.
October Revenue up 35% MoM and 16% YoY at TSMC. TSM 0.00%↑ results should be good for the rest of the Semiconductor firms.
Uber metrics below. I am a happy customer of Uber and Lyft.
Disney below seems to finally be getting its act together. Don’t try to copy Netflix and for heaven sake stay out of politics. Produce high quality entertainment and excellent park experiences.👍🏽 DIS 0.00%↑
DR Horton is the largest home builder in the USA and as such, I keep an eye on them.
Weekly US air traveler volume remains up over prior years. Revenge spending on travel 😬
Thank you for reading. Enjoy your week!
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Disclaimer: All of my posts are for informational purposes only. I might own some of the companies discussed in these posts. This is NOT a recommendation to buy or sell securities discussed. Please do your own work before investing your money.
Disney's most recent report was better than I was expecting. It also looks like they are on track to achieve profitability with Disney+ sooner than I thought.