Last quote by Anthony DiClemente
Anthony DiClemente quotes
Our analysis shows that Alphabet could support a meaningful expansion of its buyback program.
They don't have a legacy business to protect the way traditional media companies do.
The world is shifting to internet video; this is the market leader.
You're factoring in the new investments that have yet to yield a return.
[I] don't mean to be a Debbie Downer on the potential for a big, blockbuster-hyped acquisition, but it could be another suitor like Microsoft, like Salesforce, who sees the virtue in extending their portfolio to social.
It's a very high price tag and a high multiple for Disney. We see better uses for that capital elsewhere for Disney.
We've covered Twitter for some time, and we can see some of the issues that Twitter has fundamentally. The issues with growth, the issues with decelerating revenue per issue, the issues with leadership that has turned over quite a bit.
The pattern over the last few quarters has been that the company has outperformed for studio entertainment results, and underperformed media networks. That trend is likely to continue.
To borrow a phrase, the best successor to Bob Iger may very well be Bob Iger.