Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here.
Updates
April 22, 2022: The train wreck in slow motion -- today --
Original Post
I have not kept up with the "streaming wars" but after the Netflix debacle yesterday, I thought it time to sort some things out.
Background: tracked here at "streaming wars."
Then, after the Netflix debacle yesterday, that was updated here.
Now, from an investment -- not a trading -- point of view.
Definition of investment:
- long horizon; for me 30 years
- accumulation on regular basis
- it takes a major change in the company for me to consider selling shares once bought
So, not-ready-for-prime-time:
- Google market cap: 1.697 trillion.
- Netflix market cap: 97 billion
- 97 billion / 1,697 billion = 6% and Google could use cheap money to make the deal.
- HBO is now owned by Warner Bros Discovery (which I'm accumulating).
- I don't think Google owns anything with original content. Google owns YouTube but YouTube is getting out of the original content business (too expensive; too risky; I suppose). Is Google getting out of original programming altogether or might it buy Netflix for original programming?
- Apple TV+ is into original content; very expensive but doing well ... so far.
- Disney, of course, with original content (owns ABC, and jointly owns ESPN with Hearst)
- Paramount is owned by Viacom. Paramount has lots of original programming but it's mostly old stuff; not much new stuff yet.
- Amazon, of course. But so far, I'm not impressed with its original programming.
- So, of the big ones without a parent company with deep pockets, does Netflix stand alone?
- Netflix
- Apple
- HBO
- Amazon
- others?
- Amazon
- Apple
- Disney (ESPN)
Documentaries, histories, mysteries, fads, medical?
- Warner Bros Discovery
Metaverse
- FB
- the rest will follow
- Viacom: $24 billion
- WBD: $56 billion
- Disney: $230 billion
- Facebook: $547 billion
- Amazon: $1,580 billion
- Google: $1,700 billion
- Apple: $2,720 billion
- others?
- It can either, long-term, plateau, some ups and downs, but its glory years are behind it or get lucky.
- I'm not talking about trading taking advantage of what happened yesterday. I'm talking about investing, see above.
This is not-ready-for-prime-time.
Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here.
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