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Re: gfp927z post# 27845

Saturday, 04/29/2023 12:51:27 PM

Saturday, April 29, 2023 12:51:27 PM

Post# of 29293
Yes I am still in PARA. It's been painful. but the sums involved are not large.
I think the endgame is AAPL acquiring them for content. Berkshire/Buffet acts as the lubricant for that merger...
$35+ deal price
But I have been wrong to date!
DIS just reorganized their whole streaming division. The industry pressure to grow at any cost is over, and PARA is still gaining new subs and starting to raise prices. We will see if their subs remain sticky into the price increases.

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