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Re: Gotham Bay Group post# 72433

Sunday, 08/27/2017 3:21:16 PM

Sunday, August 27, 2017 3:21:16 PM

Post# of 138020
Amazing post, always appreciate your insights, GBG. When the time is right, your call of a buyout makes a lot of sense


I have an extensive network in Mexico due to one of my companies (import/export) and my wife's family.

Discounting the Latino connect here is a mistake. One simply needs to understand how business and advertising is done within this expansive group.

The recent push back against companies like Roku in Mexico is not an anomaly, it is part of the equation.

Can one of Slim's subsidiaries start an entity to do exactly what Roku or Viva is doing?

Of course he can.

Is it likely?

Not historically.

Through Grupo Carso he has a history of acquiring companies and molding them into his business model.

Make no mistake, this merging technology is within that business model and is targeted.

Another fact is Johnny and Slim subsidiaries in the entertainment industries have cross connections. If Johnny wants an audience he can get one. And believe me they will buy into a substandard Latino held company long before a more accomplished non-Latino held one.

Follow the history of America Movil and TracFone, Simple Mobile, etc. to see how the preferred method of doing business here for these companies. Don't compete, take over your competition.

Take my years of doing business with them for whatever its worth but I can guarantee one thing, if you try to operate like you do here in the US, failure is assured.

Get the company small, infuse capital and merge it into the business model.

OTTV fits this to a T right now and as subscriptions increase it will only be more on the radar.