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Re: altruism post# 38579

Sunday, 12/09/2018 11:36:58 AM

Sunday, December 09, 2018 11:36:58 AM

Post# of 52221
I'm with you here and now. I again want to reiterate that while my stance is heavily bearish right now on management performance. I like everyone else do have high hopes for the disruption concept potential. The list of hurdles to overcome is substantial. And I am of the thought that HMNY has lost much opportunity by mis-steepping when the market was fresh and gave competitors a window for advance. They also tarnished their public image horribly. It's far harder to regain confidence once that image has been established. I feel Mitch is a little more human and has more of a soul than Ted. When I read his quotes there is always facts between the lines and the last interview doesn't leave me confident. I think h makes it clear that intent to take MP private. Like others I don't see the new plans as "new" they all revolve around 3 movie limit. And I will have to wait and see how well they achieve provide the characteristics of the defined plan. If subs continue to be jerked around and movie availability is jockyed under their feet the consumer sediment will continue to deteriorate. I used to invest in this based solely because of the patent, but as time goes on the 7 year patent window gets eaten up and comerse advances away from "plastic" card authentication. Looking at the way streaming is beginning to become more producer supported providers like NetFlix loose value. It won't be long before all producers will have their own streaming channels. Leaving Netflix with only it's self made content available. "Friends" leaving is a good example". Disney and others have begun to provide their own service and with that loss to Netflix the future potential content is a big loss leading to many many less subscribers. MP missed it's window. They had a perfect astral alignment and they missed it. 5 years from now NetFlix and MP will be long forgotten. And as for sirius long forgotten as well. 5G will do away with SIRIUS. 5G is going to drasticly change everything. That's where folks should be looking for fresh disruptive concepts for nvestment value 5 years from now. Not NetFlix and definitely not MP.

Don't listen to me.
I'm not rich.
I'm wrong a lot of the time.
I don't even trust myself.