Denna vecka är det ett fullspäckat avsnitt som gäller: det snackas Elon Musks potentiella köp av Twitter, Netflix, dollarn och rapportsäsong.

Veckans case är leksaksbolaget Hasbro, ett historiskt bolag som inte är det mest spännande bolaget på börsen. Men dom har ett dolt guldkorn: Wizards of the Coast som äger bl.a. kortspelet Magic the Gathering och rollspelet Dungeons and Dragons. Denna avdelning är extremt lönsamt och snabbväxande - det har snabbt gått från att vara en obetydlig del av bolaget till att stå för 50% av EBITDA idag.

Nu vill aktivist-investerare spinna ut Wizards of the Coast till ett enskild bolag för att generera stor avkastning till aktieägarna.

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Kolla också in Mikael Sydings https://finanskursen.se/ och anmäl dig med koden “MarketMakers” för 500 kr rabatt!

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Är du aktieintresserad? Ladda ned appen Axyer på https://axyer.com/ 

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Tidsstämplar och eventuella länkar som nämndes i avsnittet:
02:30 Twitter $TWTR
12:20 Netflix $NFLX
16:25 Plejd $PLEJD
17:25 NOTE $NOTE
31:30 Hasbro Inc $HAS

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Twitter: https://twitter.com/marketmakerspod 
Kontakt: podcast@marketmakers.se 
Hemsida: https://www.marketmakers.se/ 

Niklas och Fabian finns förstås också på Twitter:
https://twitter.com/alden_niklas 
https://twitter.com/franzen_fabian

#226 #FreeTheWIzards

moderato

Förvaltaren Jakob Greisen från C Worldwide investerar globalt i stabila och lågt värderade storbolag med jämn intjäning. I podden berättar han hur han väljer aktier, varför tyska bostadsbolag är bra och varför Sverige just nu är extra intressant. Intervjuar gör Karl Lans och Pär Ståhl.
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Länk till artikeln på Placera med lista på aktierna som omtalas:
https://www.placera.se/placera/redaktionellt/2023/02/02/svaga-kronan-gor-svenska-aktier-extra-intressanta.html

Gå till Placera.se för att läsa fler artiklar
www.placera.se/placera/forstasidan.plc.html

Här hittar du alla våra aktieanalyser
www.placera.se/placera/aktier.plc.html

Här finns alla våra fondanalyser
www.placera.se/placera/fonder.plc.html

Här finns våra makrokommentarer
www.placera.se/placera/tema-makr…ommentar.plc.html

Här hittar du det månatliga strategidokumentet
www.placera.se/placera/Placerastrategi.plc.html

Här kan du se redaktionens aktieinnnehav
www.placera.se/placera/redaktion…ehav.plc.plc.html

"Svaga kronan gör svenska aktier extra intressanta"

Nearly imperceptible shifts and trends, all the things that happen when you're not paying attention - and then something from that background noise erupts and changes everything...  

illustration: "Van Gogh's Synthesizer" by Melissa O'Brien

How Did We Get Here ?

Video for track - https://youtu.be/KBxrq_tFSO0
Disquiet Junto Project 0595: Filter Progression
The Assignment: Make music by processing a static sound.

This project is the second of three that are being done in collaboration with the 2023 Musikfestival Bern, which will be held in Switzerland from September 6 through 10. The topic this year is « √ » — as the organization explains: “the radical, or square root symbol and the power of its symbolism are central to the festival and these will be translated into music in multifarious ways.” All three projects will engage with the work of Éliane Radigue, who is the Composer-in-Residence for the 2023 festival.

We are working at the invitation of Tobias Reber, an early Junto participant, who is in charge of the educational activities of the festival. This is the fifth year in a row that the Junto has collaborated with Musikfestival Bern.

Select recordings resulting from these three Disquiet Junto projects may be played and displayed throughout the festival.

Step 1: Choose a static sound, such as a field recording of a specific place, or a held tone, or a recording of noise.

Step 2: Experiment with animating the static sound selected from Step 1 by slowly, subtly, manually modulating it, using only filter frequency and resonance.

Step 3: Record a track resulting from the techniques you developed in Step 2.

Eight Important Steps When Your Track Is Done:

Step 1: Include “disquiet0595” (no spaces or quotation marks) in the name of your tracks.

Step 2: If your audio-hosting platform allows for tags, be sure to also include the project tag “disquiet0595” (no spaces or quotation marks). If you’re posting on SoundCloud in particular, this is essential to subsequent location of tracks for the creation of a project playlist.

Step 3: Upload your tracks. It is helpful but not essential that you use SoundCloud to host your tracks.

Step 4: Post your track in the following discussion thread at llllllll.co:

https://llllllll.co/t/disquiet-junto-project-0595-filter-progression/

Step 5: Annotate your track with a brief explanation of your approach and process.

Step 6: If posting on social media, please consider using the hashtag #DisquietJunto so fellow participants are more likely to locate your communication.

Step 7: Then listen to and comment on tracks uploaded by your fellow Disquiet Junto participants.

Step 8: Also join in the discussion on the Disquiet Junto Slack. Send your email address to marc@disquiet.com for Slack inclusion.

Note: Please post one track for this weekly Junto project. If you choose to post more than one, and do so on SoundCloud, please let me know which you’d like added to the playlist. Thanks.

Additional Details:

Length: The length is up to you. Sometimes longer is better.

Deadline: This project’s deadline is the end of the day Monday, May 29, 2023, at 11:59pm (that is, just before midnight) wherever you are. It was posted on Thursday, May 25, 2023.

Upload: When participating in this project, be sure to include a description of your process in planning, composing, and recording it. This description is an essential element of the communicative process inherent in the Disquiet Junto. Photos, video, and lists of equipment are always appreciated.

Download: It is always best to set your track as downloadable and allowing for attributed remixing (i.e., a Creative Commons license permitting non-commercial sharing with attribution, allowing for derivatives).

For context, when posting the track online, please be sure to include this following information:

More on this 595th weekly Disquiet Junto project, Filter Progression (The Assignment: Make music by processing a static sound), at: https://disquiet.com/0595/

About the Disquiet Junto: https://disquiet.com/junto/ 1

Subscribe to project announcements: Disquiet Junto by Marc Weidenbaum (Disquiet.com)

Back to nature (Part Two) - disquiet0595

Tronvillain (SC #300)

[disquiet0617] Oz

Carpet the Water-naviarhaiku514

In respons to this weeks Haiku Challenge, 515.

Last bloom before autumn
Stares back at me with a smile
My younger brother

Haiku by: John Wright  https://soundcloud.com/thgirwnhoj

Picture by: Katerina Kerdi https://unsplash.com/photos/silhouette-photograph-of-forest–YiJvbfNDqk

Autumn Stares at Me

Autumn Stares At Me (NaviarHaiku515)

Tpc 324

Market Makers är en investeringspodcast fullmatad med bolagsanalyser, trendspaningar och spännande gäster. Släpps varje torsdag.

Twitter: https://twitter.com/marketmakerspod
Mail: podcast@marketmakers.se

#226 #FreeTheWIzards

Market Makers

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