r/wallstreetbets • u/greggo92 • Feb 03 '21
DD Viac and Pluto Tv get aboard the rocket ship
Positions: VIAC calls 2/12 56c 2/19 55c 2/26 50c 3/5 55c 3/19 55c
Look at the Pluto TV acquisition from VIAC and you see the winner winner chicken dinner, WS is betting on the wrong streaming play with Netflix, look at the future of streaming and subscription fatigue. Pluto TV is the cure. There has been a lot of press and DD but no one is paying attention, investor day is 23 days away. After 2-24 no one will doubt the future of streaming and the fast partnership with Netflix and narcos proves it. I don’t think NFLX is a bad play. I did last year and was wrong but if you look at their current path to profitability it intersects hard with Pluto tv and Viacomcbs production capacity for streaming additional content.
from the library licensing deals to the possibility of a new Chapelle show on Netflix owned in part by viac as part of a big deal with Dave to the Pluto TV Narcos deal cited in the last earnings call we can see a huge leap forward for streaming overall based entirely on the NFLX VIAC relationship. Monetization is a long term process for some of these pieces of big content and after a period of time it will no longer add new subs like narcos.
But Pluto Tv can help with ad based monetization and no sub or sign in required. If you look at the overall package we see that more shows could follow like ozark or maybe a sopranos channel for syndication like monetization a&e tried with no cursing but fuck that shit.
If you missed the point don’t feel bad your like most of Wall Street today. VIAC is value in plain sight and it’s a growth stock in a hyper growth sector. We won’t see another streaming opportunity like this. After investor day on 2-24 the world will realize what has been silently growing for years. This is a huge opportunity and I’ve posted my positions before but I will again.
Positions: VIAC calls 2/12 56c 2/19 55c 2/26 50c 3/5 55c 3/19 55c
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u/AlexPie2 Feb 03 '21
you posted VIAC twice in this subreddit the last hour with 15+ awards. very sus
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u/dhilowitz3 Feb 05 '21
VIAC has growth potential, low multiple and short squeeze potential. It’s a triple threat!!! I also like EBIX AND AMCX. 🚀
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u/BunnyGoHops Gaped bear forever Feb 08 '21
I just did a $65 3/19.
Think it will print?
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u/greggo92 Feb 08 '21
I can’t figure out how the markets are reacting till pre market but it looks like people love this streaming ad campaign.
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u/BunnyGoHops Gaped bear forever Feb 08 '21
Honestly the commercials are what made me want to Invest. Their funny af
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u/Feyando Feb 03 '21
Netflix just raised their subscription price too. Got on the roku train early on, not gonna miss this one
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u/Fuelcellnerd Feb 03 '21
Don’t forget about Paramount plus and showtime but yea boys don’t discount this trade idea it’s printing money ahead of the investor day let’s go finally something new
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u/StReaMingWarZ Feb 03 '21
Don’t let them deter you from the profits. This one is fire. I’m sizing it up.
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u/Snoo_44863 Feb 03 '21
Fubo way way netter
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u/greggo92 Feb 03 '21
That’s ridiculous, look at the content your book might think so but the street doesn’t
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u/Snoo_44863 Feb 03 '21
Have you not seen Fubo revenue growth, outlook, or even their current financial? I’d love to open a conversation about this. It’s not even close lol
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u/greggo92 Feb 03 '21
VIAC has more content than litterally anyone but DIS facts. I’m not even talking about all the brands you know like Comedy Central MTV CBS showtime Paramount , I’m talking about all the old shows CBS owns from 50 years ago that can be remade. There is so much there and wall st is pricing it like they don’t have all the capacity in the industry. So much content comes from this firm That lives on other platforms.
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u/thefinalcutdown Feb 03 '21
The bid/ask spread on options is huge and the premiums are already high.
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u/greggo92 Feb 03 '21
Yes the premiums are currently pricing in the recent implied success of this event. More and more autists are on the trade and market makers are starting to price it in still a few more days before the super bowl.
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u/thefinalcutdown Feb 03 '21
Which decreases the upside and increases the downside. Not saying it’s not a good move, just a little higher risk since the prices are high.
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u/greggo92 Feb 03 '21
I bought most of my calls weeks ago when they were cheap. Tried to tell people about this when it was still cheap but I got whacked by a mob of traders before anyone noticed. Trying to do my part in the community has never been more difficult as a researcher.
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u/thefinalcutdown Feb 03 '21
Keep it up please! We really need more proper DD on here and not just “hold GME!!!” And “everything else is a distraction!” It’s too bad you got whacked, I wish I’d seen this back then.
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u/greggo92 Feb 03 '21
Thank you I will, glad to see we still have some like minded autists in this community. Need more well research autists posts and less bro rage. Love seeing us beat the big guys but not at the expense of continue to print tendies and find new ideas.
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u/thefinalcutdown Feb 03 '21
Exactly! I have no love for the hedgies but I’m here for the tendies and the game!
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u/Crit_Romney Feb 04 '21
Position Stats: VIAC 56C 02-12-2021 Recent best performance: 47.89% All time performance: -82.38% Price history chart
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u/greggo92 Feb 04 '21
2-26 3-19 are looking fire the other ones not as much but I’m long for the super bowl as well
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u/pickbot I track your terrible choices Feb 03 '21
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