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Thursday, August 10, 2023 8:46:40 AM
I like the sector a ton - I do think we're going to see a lot more channels like Tubi emerge, and people might start questioning paying for channels like Netflix and Hulu. They do have some really good original programming, but still - in their PR they mention streaming pay channel fatigue, and I do believe that's true. People drop cable and go with internet streaming TV, only to add like 70 bucks a month or more anyways by adding Apple Plus, Amazon, Netflix, Hulu, Shudder, and so on.
Do you think if this gets off of CE, there will be any opportunities to buy below a penny? I have my doubts but you never know, this has had some wild swings.
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