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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (74195)	11/8/2023 8:41:39 AM
From: Sean Collett	of 78740

The average cost in the account I use for all my value investments is $6.57/s so I have some room to play there. I had closed everything during that run-up a few months ago and bought back in when it dropped. Earnings were not great, but I agree with you that there is upside. The sports moves will be very beneficial as I am also seeing more demand for local games. This statement Mat Ish, owner of Suns & Mercury, made a few months back after the GTN deal has stuck with me and should highlight some of the potential - "Cord cutters, cable subscribers, fans with an antenna – everyone will be able to watch Suns and Mercury games". If they can continue to tap into this market I think this opens up a lot, especially with core advertising revenue. There is risk for broadcasters, but I think the fact that streamers continue to raise prices on a whim makes this not a clear cut win for streamers. I mean look at Disney with Charter or even Disney again who just lost a sports package (cricket) in India and is now looking to exit the market completely. And to your point, the debt has been there so nothing surprising. -Sean

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