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May 7, 2013
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DIS CONFERENCE CALL EXCERPT:

........with our results in Q4, delivering a strong finish to fiscal 2018. Adjusted for comparability, earnings per share were up 38% for the quarter and 24% for the year......My remarks are focused on 2 of our biggest priorities in fiscal 2019: the successful completion and integration of our 21st Century Fox acquisition and the further development of our DTC business, which includes adding new content and subscribers to ESPN Plus, gaining a majority stake in Hulu and launching our highly anticipated Disney-branded service late next year.

With regard to our acquisition of 21st Century Fox, we just received EU regulatory approval this week....Last June, we estimated it could take up to 12 months for the transaction to close, but...optimistic it will be meaningfully earlier than that......As I mentioned earlier, DTC continues to be one of our top priorities. Our strategic purchase of BAMTech allowed us to enter this arena quickly and effectively, as evidenced by our successful launch of ESPN Plus 6 months ago. More than 1 million users have already subscribed, and we continue to see impressive growth. Sports fans are attracted to an ever-growing number of live events, including Top Rank Boxing, Major League Baseball, the NHL, MLS and Italy's Serie A soccer, along with thousands of college sports events, including 200 college football games this season along with more than 2,900 college basketball match ups, including almost 550 in November alone. We'll add UFC to the ESPN Plus line up, starting in January.
The platform also features exclusive original content, including the groundbreaking series, Detail, offering Kobe Bryant's insight into the NBA. And as you may have seen, Peyton Manning is now writing and hosting an NFL version. The early growth trajectory of ESPN Plus is very encouraging, and we believe it bodes very well for our overall global DTC strategy.

Our Disney-branded service, which we're officially calling Disney Plus, will be in the U.S. market late next year, offering a rich array of original Disney, Pixar, Marvel, Star Wars and National Geographic content, along with unprecedented access to our incredible library of film and television content, including all of our new theatrical releases starting with the 2019 slate. We've already announced a robust pipeline of Disney Plus original content currently in production, including the Mandalorian, the world's first live action Star Wars series written and produced by Jon Favreau.......We've got several docuseries currently in production, including an exclusive unprecedented look at Walt Disney Imagineering, featuring stories we've never really told before and images we've never shared. Our studios are also creating a robust slate of original films exclusively for Disney Plus, including Noelle starring Anna Kendrick as Santa's daughter, a live-action version of Lady and the Tramp, and Togo, an adventure starring 3-time Oscar nominee, Willem Dafoe. We're also currently developing a live-action Marvel series about Loki, starring Tom Hiddleston, playing the character he's made so famous. And we're working on a second live action Star Wars series, a prequel to Rogue One, starring Diego Luna...............
 
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BEARS ARE CLIMBING OUT

https://www.msn.com/en-us/money/com...el-some-car-models/ar-BBQ6Xrp?ocid=spartandhp

General Motors will cut car production, stop building several slow-selling models, and slash its North American workforce, its biggest restructuring in North America since its bankruptcy a decade ago.

GM plans to halt production next year at three assembly plants -- Lordstown, Ohio, Hamtramck, Michigan, and Oshawa, Ontario. The company also plans to stop building several models now assembled at those plants, including the Chevrolet Cruze, the Cadillac CT6 and the Buick Lacrosse.



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*side note the average consumer debt in the US for a used vehicle is now $20,000.
 
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Alibaba’s Revenue Growth, Almost Too Good to Be True, Hits a Slight Rough Patch
The company's results have been consistently impressive, but negative economic conditions in China are weighing it down.

Natalie Walters
(NatalieWalters)
Dec 19, 2018 at 8:05AM
Alibaba's (NYSE:BABA) revenue growth story has seemed impossibly good these past few years. The slowdown in China's economy has presented a slight bump in the road for the company. But thankfully for Alibaba investors, its off-quarters are still much better than most companies' best quarters in terms of revenue growth.
In fact, last quarter was the retail company's 10th straight quarter in which it posted more than 50% year-over-year revenue growth, and it comes at a time when China's economy is growing at its slowest pace since 2009. That's why many investors see Alibaba's growth as nearly untouchable.

ALIBABA CONTINUES TO SHOW OVER 50% REVENUE GROWTH. IMAGE SOURCE: ALIBABA.
Consistently impressive
Alibaba just hit its 20-year anniversary in September, yet its revenue growth is still on fire even in the midst of tough economic conditions. As you can see in the chart below, Alibaba reported 54% revenue growth for the fiscal 2019 second quarter against the prior-year quarter. For comparison's sake, Amazon(NASDAQ:AMZN) reported more modest 20% growth in the second quarter of 2015, which marked its own 20-year anniversary.
Quarter Q1 2018 Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q2 2019 Revenue Growth (YOY)56%61%56%61%61%54%
SOURCE: ALIBABA. YOY=YEAR OVER YEAR.

It's fun to compare Amazon and Alibaba because they're both the biggest e-commerce companies in their respective countries. But Alibaba does have a key advantage -- its core audience is China's population of 1.4 billion people, while Amazon's main audience is the much smaller U.S. population of about 325 million people. In addition, Amazon's enormous $197 billion e-commerce revenue makes it harder to grow so fast, vs. Alibaba's $42 billion e-commerce revenue. And it's important to note that although Alibaba's e-commerce business is smaller than Amazon's in terms of revenue, it's still far more profitable.

Alibaba’s Revenue Growth, Almost Too Good to Be True, Hits a Slight Rough Patch https://www.fool.com/investing/2018/12/19/alibabas-revenue-growth-almost-too-good-to-be-true.aspx
 
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34 views|Jan 8, 2019,9:32 am
Intel And Alibaba Bring AI-Powered 3D Athlete Tracking Technology To Tokyo Olympics
Janakiram MSVContributor
Enterprise & Cloud
I cover Cloud Computing, Machine Learning, and Internet of Things

At CES 2019, Intel and Alibaba announced the new collaboration to develop AI-powered 3D athlete tracking technology that is aimed to be deployed at the Olympic Games 2020.


3D Athlete Tracking TechnologySOURCE: INTEL



The technology is based on current and upcoming Intel hardware optimized for Alibaba’s cloud computing platform.
3D Athlete Tracking is built using a cutting-edge deep learning application that extracts 3D forms of athletes in training or competition. Multiple standard video cameras are used to create a 3D mesh that enables coaches and trainers to retrieve complex real-time biomechanical data. The 3D mesh is used for analyzing performance and introduce new training enhancements by the coaches.
According to Intel, the technology leverages advanced pose modeling techniques and other AI algorithms designed to analyze the biomechanics of an athlete’s movements. The performance is captured with regular video cameras, the AI algorithm is applied with a heavy dose of computing power, and a digital model of the performance is created that can be analyzed in different ways.



The technology will be utilized at Olympic Games Tokyo 2020 to provide athletes with new training data and analysis and provide fans with an insight into how world-class athletes perform and compare against one another.
This is not the first time Intel and Alibaba partnered together. In November 2018, Alibaba deployed Intel’s latest processor and memory technology to help power the 11.11 Alibaba Global Shopping Festival. The festival created a record by generating $30.8 billions of gross merchandise volume in transactions within 24 hours, which has exceeded both Black Friday and Cyber Monday in popularity and sales.
Alibaba’s highly interactive and data-intensive applications require the infrastructure to keep large amounts of hot accessible data in the memory cache to achieve the desired throughput and deliver a smooth and responsive user experience, especially during peak hours of the Alibaba Global Shopping Festival. According to Intel, the large capacity of Intel Optane DC persistent memory allowed more data to be stored closer to the processor, allowing for significantly higher infrastructure efficiency and lower total cost of ownership.



In September 2018, Intel and Alibaba announced the launch of Joint Edge Computing Platform, an initiative to accelerate edge computing development. Joint Edge Computing Platform allows enterprises to develop customizable device-to-cloud IoT solutions for different edge computing scenarios, including industrial manufacturing, smart building, and smart community, among others. It is an open architecture that integrates Intel software, hardware and artificial intelligence (AI) technologies with Alibaba Cloud’s latest IoT products.
Alibaba is partnering with Intel to compete with other hyperscale infrastructure providers such as Amazon, Microsoft, IBM and Google who are using hardware accelerators to deliver unmatched performance for running modern workloads.
<p>Janakiram MSV is an analyst, advisor and an architect at <a href="http://www.janakiram.com">Janakiram &amp; Associates</a>. He was the founder and CTO of Get Cloud…MORE
Follow Janakiram MSV on Twitter, Facebook and LinkedIn.



 
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Chinese all-cash buyers of U.S. homes have tripled since 2005
Mandarin-speaking Chinese are buying mostly high-end homes with a median price of over $500,000


&#8220;Cash buyers across the board are playing a much bigger role in the housing market now than they were 10 years ago, and that is particularly true for Chinese Mandarin-speaking cash buyers, who are more likely to be foreign nationals,&#8221; said Daren Blomquist, vice president at RealtyTrac. &#8220;Foreign cash buyers have helped to accelerate U.S. home price appreciation over the past few years given that these buyers are often not as constrained by income as local, traditionally financed buyers,&#8221; he said.

Indeed, median home values in the U.S. have risen to $180,800, the highest level since mid-2008, and up 3.3% in the past year, and they&#8217;re projected to rise another 2.2% in 2016.



Hitting the news cycle again:

Chinese middle class is buying up US residential real estate https://a.msn.com/r/2/BBRZlVr?m=en-us&a=0
 
Props: siccmadesyko
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That is a Yahoo headline. CNBC was discussing at the same exact time I posted this how odd it was that the Republicans are overspending right now with a market that has been doing so well.....if we are making investments there is no reason to worry they said, but if they are giving it to corporations just for them to bring assets onshore again....it serves no good purpose