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Stocks to Watch

News and analysis for stocks.

Caleb Dismuke
Members

Room for Three?

6 min read. Microsoft, Zoom, and Slack are all battling for a slice of your business computer. Plus, are we underestimating Peloton's potential?

Caleb Dismuke
Members

Location, Location, Location

7 min read. How Spotify can become a $100 billion company.

Caleb Dismuke
Members

This is Why Netflix Will Crush the Competition: They Take More Swings Than Anybody

Last week, Netflix ($NFLX) missed their subscriber target by 2.3 million. Also, they lost 100k subscribers in the U.S., and their stock fell ~16% on the week, the largest weekly decline in years. After the miss, a narrative started to develop: They are losing two of their most

Caleb Dismuke
Members

Facebook's Third Apex Mountain. A Cryptocurrency?

Facebook is trying to create a cryptocurrency. Will it be their third apex mountain? Plus, a short history of Netflix.

Caleb Dismuke
Members

🏠Long Zillow. Short Real Estate Agents😔

A deep dive on Zillow's new(ish) ambitions, and what the future of real estate might look like.