ResearchThree Things (8/16)

Three Things (8/16)

Aug 16, 2022

"If you quit once, it becomes a habit.”- Michael Jordan


1) Hedge fund manager takes stake in Disney: Dan Loeb's firm, Third Point, acquired a stake in Disney, calling for the entertainment giant to sell off ESPN and to integrate Hulu into the direct-to-consumer platform, Disney+. Over 25 million people have cut the cable cord in the past decade, indicating that despite recent hiccups for certain streaming giants, the entertainment industry remains bullish on a cordless future. 

Titan's Takeaway: The push by Loeb could be value accretive to shareholders allowing ESPN the flexibility to pursue initiatives that may be more difficult for Disney, such as sports betting.

2) Saudi Aramco profit surges in Q2: Saudi Aramco's profit increased a stunning 90% in the second quarter as elevated oil prices continue to drive a historic year for big oil companies. Aramco plans to deploy its capital in its own hydrocarbon and renewable production while paying down some of its debts. 

Titan's Takeaway: Oil giants' profits only go as far as the world's largest oil importer – China. With signs that the Chinese economy is slowing and fears of a drop in demand, the banner year for the oil giants could be equally as transient. 

3) Adam Neumann is back: After his spectacular rise and subsequent fall, the former WeWork founder is returning to the start-up world with a bang. Neumann's new company, Flow, secured a $350 million check from Andreessen Horowitz – the largest individual check the powerful venture capital firm has ever written in a funding round. Flow aims to transform residential real estate and is already valued at $1 billion before the release of any product. 

Titan's Takeaway: Not many people get second chances, but Adam Neumann is getting a $350 million one. We generally stay skeptical of anything that says "reimagine." Still, with a U.S. residential real estate market expected to reach $12 trillion by 2027, we can't deny that even if Neumann only captures a fraction of the market, Flow could be well worth the investment.


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