3 simple questions to ask DIS, SPOT & KO
3 simple questions to ask about the stocks you own:
1. What do they do?
2. How do they make money?
3. How do they have an advantage over competitors?
Let me explain👇
1.How do they make money? Again, may take some digging.
$Walt Disney(DIS)$ : Makes most of its money at theme parks and cruises. This is partly because of streaming losses (that should turn around soon), but the movie business has never been a big profit maker.
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2.What's the advantage? Again, seems simple, but isn't.
$Spotify Technology S.A.(SPOT)$ : No content advantage over Apple Music, Pandora, etc, but small advantages like a better user experience, exclusives, and creator tools compound.
Spotify adds podcasts, audiobooks, ads, etc and a flywheel forms.
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3.What does a company do? Simple question, but may not be a simple answer.
$Coca-Cola(KO)$ : Runs beverage brands and sells syrup/concentrates to third-party bottlers. In most cases, Coca-Cola DOES NOT sell Coca-Cola.🤯🤯
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https://twitter.com/TravisHoium/status/1769701942932963789
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