Yegor From100Kto1M's avatar
$166.4m follower assets
Monthly Newsletter 05/17:

Topics: Quote, Portfolio Update, Portfolio Discussion, More Books, What’s your “WHY”, & Monthly Munchies.

A great monthly update as always with insightful personal notes :) I've added Modern Monopolies and The Almanack of Naval Ravikant to my reading list. Also really cool that you found the free version of the book on the web. Thanks for sharing Yegor
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$WWE Q1 2022 earnings
Revenue was $333.4 million, an increase of 27% and a quarterly record; Operating Income was $92.4 million, an increase of 42%; and Adjusted OIBDA1 was $111.7 million, an increase of 33% and a quarterly record

Returned capital to shareholders totaling $38.9 million, including share repurchases and dividends paid

Announced a multi-year expansion of the Company’s original programming partnership with A&E that includes more than 130 new hours of premium WWE-themed series and specials

Announced a broadcast partnership with MBC Group, the largest and leading group in the Middle East and North Africa (MENA) region, to air WWE premium live events, live episodes of Raw and SmackDown as well as WWE Network’s vast library of content

Announced a comprehensive, long-term partnership with Fanatics to create a new, enhanced digital platform for e-commerce and licensed merchandise, as well as physical, digital, and non-fungible token (NFT) trading cards

WWE 2K22, the latest installment of the Company’s flagship video game franchise, was released to strong consumer demand and rave reviews

WrestleMania was the most viewed WWE premium live event of all time. Global unique viewership increased 54% and domestic unique viewership increased 61% year-over-year
(And _they _sa__y _wresting __ _is _dead_ __ 😏)

The Company reaffirms its expectations for 2022

I great podcast was done by Chit Chat Money which can be viewed here (Spotify link)
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Monthly Newsletter 04/10:
Current Holdings: $VMD $IAC $SFM $SPOT $PYPL $LKQ $FF $OZK $CVS $WWE $HII $TWTR $DISCK $OPFI $GOOG $MITK $OPRA (from largest to lowest)

Topics: Announcement, Quote, Portfolio Update, Portfolio Discussion, More Books, Tax Season, & Monthly Munchies.

For this month I (got some courage) and decided to do two types of posts.

One regular with the usual stuff and one with an audio format in the beginning to be used as a companion while reading the post.

I always loved the idea of podcast or making videos on youtube (I actually used to make youtube videos as a teen when I played Call of Duty on Xbox with commentary) but I do not have time to trim and edit video format but when it comes to audio I think its a bit easier to manage so I gave it a go!

If you want regular format without audio you can click here

If you want the new format with audio in the beginning you can click here

Your honest feedback would mean a lot to me, but do give me a bit of a credit and some slack as this is my first attempt and I did it around 10-11pm.

Hope to get some feedback and to keep on trying it at least a few more times (unless everyone will hate it lol)

Thank you!
$WWE & MBC GROUP Announce Major Broadcast Partnership in Middle East & North Africa today announced a major broadcast partnership that will see MBC’s video on demand (VOD) streaming service, Shahid, become the new home of WWE in the Kingdom of Saudi Arabia and the rest of the MENA region.

Monthly Edition Newsletter 03/16:

Topics: Personal Update, Portfolio Update, Portfolio Discussion, More Books, Don’t Share Your Edge, & Monthly Munchies.

This one is a bit more personal due to what is going on in Ukraine...

Thanks for sharing this update on both your family and your portfolio.
Regarding “sharing your edge”— you make a good point about cannibalizing your own edge by sharing. A nuanced point I’ll add is that many ‘edges’ are well known, and the fact that they persist is not because others don’t know about them, but because of some attribute that precludes them from copying.
For example, professional money managers have a host of industry expectations that force them to make short term decisions. I know some money managers who would like to utilize strategies that make money on a longer time frame, but their job requirements won’t allow it.
For a retail investor, that creates a sustainable reason why long term investing will work, even if the whole world knows about it.
There’s quite a lot of fun to be had in utilizing the edges that persist despite being well-known.
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02.06.2022 Portfolio Update (Monthly Edition)

Topics: Portfolio Update, Portfolio Discussion, More Books, Personal Update & Monthly Munchies.

Check out the link below:

World Wrestling Entertainment 4th Quarter 2021 Highlights and some of my thoughts
$WWE might not be the name you think of when you think of success BUT Mr McMahon and the team has been able to do the impossible and that keep "Entertainment Wrestling" (lets not call it fake) relevant and fun and they got numbers to prove it!

For the Q4:

  • Revenue increased 30% to $310.3 million
  • Operating income increased 131% to $83.6 million
  • Adjusted OIBDA1 increased 90% to $97.2 million
  • Returning capital to shareholders via consistent dividends and share repurchases

For the Full Year 2021:

  • Increased revenue to over 1$ billion (current market cap of $WWE is around $3.5 billion)
  • Gross Margins almost at 50%
  • Launched WWE Network content on Peacock
  • Launched NFTs, Trading Cards, & Lottery Tickets
  • and much more

So if this is all so great, why is this NOT my the only holding and the answer is... I'm really not sure how much longer they will be able to "squeeze the juice" out of it.

They have competition from AEW (All Elite Wrestling) although more towards NXT then WWE.
The names are just pretty much reruns of old stuff with new graphics.
No (not many) new great Superstars to keep fans engaged (they have brought out many old Superstars, which well old...don't get me wrong they are amazing Undertaker, John Cena, Rey Mysterio etc, but they are old blood not new and don't have much in their gas tank)

The end take:

For now I'm holding my $WWE shares, but with 4-5 of companies in my portfolio dropping 20%+ (with in last few days) and me not having much "cash" on the sidelines, I might reallocate from WWE to others names depending how things will be unfolding in the comping weeks/months.

WWE is currently around 7% of my portfolio...
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