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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (74004)	10/19/2023 8:21:47 AM
From: Harshu Vyas	of 78673

Nailed it! Streamers were targeting revenues, now profit - investors win. I'm also in WBD and it's the only stock I'm really happy to hold forever. EDITED - my thesis is that the smaller streamers will have no choice but to consolidate or already have (PARAA etc. as Spekulatius mentioned). The consolidation usually requires debt which means that streamers don't have a choice but to target profitability. I see WBD, DIS and NFLX being the final three - DIS is already a failure and NFLX don't really have fantastic content. WBD have bided their time and now look in excellent position to pounce. On the other side, cable companies are also extremely leveraged and I don't think they don't have that pricing power. A slow, painful death.

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