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Strategies & Market Trends : Value Investing

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To: Sean Collett who wrote (74002)	10/19/2023 8:13:37 AM
From: Spekulatius	Read Replies (2) of 78670

Price increases for Streaming services is bullish, because pretty much everyone is doing it - Disney (Raised prices twice this year), Netflix, Discovery (MAX). I am not sure about Peacock and Paramount (the smaller ones have trouble reaching critical mass still). This is one reason why I bought a starter in WBD. I will first want to see how the rebranding from HBO+ to Max is going before committing more. It was the landgrab for more subscribers with low pricing that tanked the streamer stocks, because the economics don't work. I think we are going to see better economics and I think this could drive the stocks higher.

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