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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (74004)10/19/2023 8:38:47 AM
From: Sean Collett   of 78667
 
My counter here would be my wife and I are now cancelling HULU after their price newest increase - platform isn't worth $17/month. We are also reviewing a few of the others that we pay for as they're just not worth the price. My real point here though was to paint that streamers have risks and those risks should be considered when some here were writing broadcasters off for dead - especially given the Disney/Charter deal which favored the broadcaster side.

You have major sites in the entertainment segment posting articles like:



And with new FTC law possibly on the table called "click to cancel" this would make exiting these streaming services even easier if passed.



And price increases are bullish at the start of the cycle, not at this stage IMO. While everyone may be raising prices now that's not something that can just go on forever. If we look at the consumer their usage of credit has continued to increase which isn't a great sign.



I think the fact that delinquencies on loans are up while unemployment is this low is also a red flag:



At some point we will see the consumer forced to pick between what is critical and what is not. I would agree that NFLX or WBD are probably safe long-term holds, but then again it was never my intention to write them off either.

-Sean
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