Microsoft is coming under fire for their acquisition of Activision Blizzard.

In this episode we do a breakdown of where the returns actually come from in a stock.

Google hired 50,000 employees for a very specific purpose. Apple bends the knee to the Chinese government. And Netflix is winning the streaming wars.

Bob Iger is back. In today's episode we look at the downfall of Chapek and how Iger may change things.

Disney's earnings report is not good.

We're starting to see layoffs. 

We discuss the hidden cost of stock based comp. 

VICI is a highly dilutive company. I explain why this is a good thing in this specific case. 

We give an overview of the difficult situation Meta is currently in.

Terry Smith finally buys his first share of Apple