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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: S. maltophilia who wrote (73544)	9/1/2023 1:00:03 PM
From: Sean Collett	Read Replies (2) \| Respond to of 78730

Speaking of broadcasters it seems Charter is taking the hit on this Disney news. Possibly what is driving everything else as it sours the industry? cnn.com It will be interested to see how this overall plays out. This deal seems focused on Disney streaming. The streaming models for these companies are more costly to maintain than I think anticipated and if user growth can be cut on a whim that is a risk to your business model. IMO while many look at broadcasting as dead I am not sold just yet. It will evolve, but the streaming alternative by Disney or others has risks under that hood too. Look at HBO/Discovery who just leased streaming rights to their own shows back to NETFLIX or other platforms (e.g., Ballers and West World). -Sean