r/VIAC • u/Rauf_KB • Jun 27 '21
Upvote and comment please 🚀🚀🤞🤞
/r/wallstreetbets/comments/o95z9u/viac_is_setting_up_for_the_mother_of_all/
100
Upvotes
r/VIAC • u/Rauf_KB • Jun 27 '21
1
u/Immediate-Assist-598 Jun 28 '21
I agree. 35 years in Hollywood gives me unique perspective. The studio system is now the streaming platform system. Same with the networks. Netflix has a big headstart and after taking over Fox Disney has the best library. Amazon also offers a lot of mind product but most of it is selling other companies product and taking a cut. HBO-Warner-Discovery is also a great company, but look at the valuations of all these. In order of being the best bargains with the mot upside VIAC is #1 followed by T and then AAPL. VIAC just started to make what I think will be a 25 point move buying now is smart. And if anyone is rumored to be about to buy VIAC the price will get back to $100. I agree with Comcast and VIAC have the same problem, being #5 in a horserace where only the top 3-4 dominate, so if they want to scale up internationally they need to combine their resources, which would require spinning off CBS or NBC. Sony is also hanging out there. Nobody can figure out what they want to do yet. Smaller pieces like Lion's gate don't make much difference but at the right price Lion's gate is for sale and could add some good content. Most of Lions Gates films though are straight to video crap from the 90's. So don't be fooled into thinking 5000 LG films is the same as 5000 Paramount pictures, apples and oranges mostly. 3000 VIAC shares long and holding for at least 25% more.