[The beef 675]
[I'm an image]
âThe only person worse than someone who screams âno spoilersâ when you mention a movie is a person who calls movies âfilms.ââ
- Jason
Hey there carnivores,
Markets got their groove back on Monday.
Plus Netflix had a big Oscar nom day.
Keep raging,
Jeff & Jason
[Image]
[I'm an image]
And the award goes to
Netflix had itself a nice little Oscar Nom Monday. The streaming service nabbed the most nominations of any studio (suck it, Disney), topping out at [24 total](.
Two of its films, âThe Irishmanâ and âMarriage Storyâ were both nominated for best picture. âThe Irishmanâ alone [received 10]( nominations, for categories like Best Director, Actor in a Supporting Role... and longest f*cking movie of all time.
Other NFLX films receiving nominations included âThe Two Popes,â âI Lost My Body,â and âKlaus.â Anthony Hopkins FTW.
Numbers game
For those of you keeping score at home (read: cinephiles) [Disney came in second]( with 23 nominations, while Sony racked up 20. Warner Brothers had the most nominated film, with âJokerâ landing 11 nominations.
Nothing is guaranteed
It is worth noting that Netflix Originals were nominated for 34 Golden Globes last week, and only left the building with two trophies (thanks Hollywood Foreign Press Association), so the noms are certainly no guarantee it will be the biggest swinging d*ck in Hollywood come February 9th.
As a result of its Oscar-worthy performance, Netflix stock [climbed 3.5%]( on the day. Turns out deciding to scrap DVD rentals and focus on production might pay off after all. If you remember, Netflix pledged [$15B to original content]( in 2019.
The bottom line...
It wasnât only studios that benefited from the streaming nominations. Roku shares [jumped 4.3%]( after the strong performances from Disney and Netflix. Investors read between the lines, and seem to understand that original content from a streaming service is only as good as the device itâs streamed on.
Water Cooler Talking Point(s)
ð§ âNo word on how much Netflix will pay Meghan Markle to play herself on Season 5 of âThe Crownâ.â (AJ, The Water Coolest HQ)
[I'm an image]
Swingers welcome...
Thatâs right, my [Jason Bond Picks strategy]( is all about winning small-cap swing trades.
[I WANT JASONâS REAL-TIME TRADE ALERTS](
[I'm an image]
âï¸ I'm not f*ckin' leavin'... the show goes on. After announcing that she would be stepping down as CEO to take over as Executive Chairman, Awayâs co-founder Steph Korey [is having a change of heart](. Apparently, the startup luggage companyâs leader is having a tough time stepping... away. Korey has been criticized for having a harsh management style and took a lot of heat for publicly shaming employees in open Slack channels. At this point, it appears that Koreyâs promise to step down was just a ploy to silence the haters. Seems like this will end well⦠amirite, Adam Neumann?
âï¸ To the moon. Teslaâs stock [has doubled]( since October, surpassing $500 yesterday, after the company opened up new production facilities in China and surpassed vehicle delivery expectations for the year. Analysts canât seem to keep up with stock target upgrades. Share prices have the widest margin between analyst estimates and average price in its existence. That is... until Treelon tweets under the influence again.
âï¸ Name dropping. Phase one of the US-China trade deal will be signed tomorrow. Finally. In what appears to be an act of good faith, the US announced that [it is dropping]( âCurrency Manipulatorâ from Chinaâs page in the Burn Book⦠and also stopped spreading rumors that President Xi puts ketchup on his pizza. The US Treasury departmentâs bi-annual report indicated that the trade agreement established procedures that address many of the departmentâs concerns that led to the designation back in August.
âï¸ Shop til you drop. Albertson's grocers is [looking to go public](... again. Second time's the charm? The owner of Safeway and Jewel-Osco grocery store chains is taking a second shot an IPOing after a failed bid in 2015. Private Equity firm Cerberus Capital has been trying to get out from under (read: cash in on) Albertsons after helping turn the company around. As it stands, the company did $61B in sales in 2019, and has an expected value of $19B. The question is whether Cerberus should stick around as the company continues to improve in hopes of fetching a higher IPO price. Try as they might, Albertsonâs subs donât hold a candle to Publix.
âï¸ Skip to my Lu. Lululemon [raised guidance]( for its current fiscal quarter thanks to more demand over the holiday season. The high-end yoga apparel company and pioneer of the "athleisure" category upped its Q4 revenue target from $1.37B to $1.38B. The announcement led to a 4% bump in the company's stock. Lulu is soo extra.
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