

Why IPO?
Sep 12, 2023
Bill Barker, an investment analyst, dives into Arm's IPO, exploring why it's going public and the implications of the oversubscribed shares. He also discusses the recent peace negotiations between Disney and Charter Communications and their impact on streaming. Meanwhile, Robert Brokamp addresses listener queries about 401(k)s, bonds, and asset allocation strategies, emphasizing the importance of a diversified investment approach for retirement planning. Tune in for insights that can help investors navigate today's complex market!
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Episode notes
Disney's Weak Position
- Disney's negotiating position is weakened by current challenges.
- They settled quickly with Charter due to these weaknesses and the importance of football.
Football's Impact
- Ricky Mulvey admitted to underestimating the impact of football on negotiations.
- He had anticipated a longer dispute, similar to the writer's strike.
Oversubscribed IPO
- Arm's IPO is oversubscribed, indicating high demand.
- This suggests investor interest in the company despite flat revenue.