VIAC

Kriegprojekt

Streaming number guidance was lower than expected for the full year if I remember correctly. Add that to the early year market issues and it dumped hard. FMV from Morningstar is 58$. They consider it extremely undervalued right now. Big expectation is there will be some media consolidation in the future and they will be a buyout target. It has had these same runs in the past where it will dump then rally hard then dump again. Against the broader market, PARA(VIAC) has completely underperformed since it was listed back in 2006. It hasnt been a good investment unless you dumped on one of the runs. I was hoping they changed the name to Paramount Global because there was some internal talks about an acquisition coming sooner than later. I could see Netflix potentially trying to grab them. Apple would be fantastic but I doubt it. Too many issues if Amazon, Google or DIS try to grab them. They could be broken up and certain channels go to different players but I dunno. BET, MTV, VH1, CBS, NICK, Comedy Central and NFL football rights are some really awesome brands. Its continuing to run up now with some massive call buying. No idea what to think about it. I may do some new calls further out if theres a pullback.

disappointingstepdad

Lol tell me more about your VIAC plays.

Cardinal2121

I'm with you, IGNORE all the reasonable advice about research and DD. I DON'T trade stocks I trade emotion. Early in my trading career (yep been doing it for MANY years... successfully) I realized that there are way smarter people, analyzing, doing DD than me. And many of them still lose money. Most hedge funds can't even beat the indices, and they have a lot of people doing their research. If its truly about fundamentals why is TSLA worth more than F (in all metrics), how did GME get over $300 a share, who was buying VIAC at $100 (and it's not just Bill buying)....Its EMOTION - fear /greed... YOLO/FOMO. IS a fair price for AMC $20 or $15 .... YES if someone is willing to sell or buy it. Good luck with all your DD research, because you won't find the answer. Remember you are in a mental WAR with every other trader, hedge fund, stock holder. You are trying to take their money and they are trying to take yours. On every trade the buyer and the seller, both think they are doing the right trade, yet both have their reasons to buy or sell. I watch market sentiment and charts, that my analysis. I usually have both longs and shorts at the same time (so market sentiment only plays a small part of my decision). Cut your losses, NEVER let a stock go 20% against you. If after I enter a position and its working against me, when I start looking at P/E or value.....I'm already F\*CKed. I have to remind myself I don't trade fundamentals; I trade emotion. This works for me. It took a long time to find "my" system... and admittedly there are other one that work for others. Clearly your's isn't working for you. Time to think outside the box if you are going to survive in this field.

PathoTurnUp

Very much so. That is why 95% of them will be poor long term. I’m a value contrarian investor. I find beat up stocks that Wall Street is hesitant about but only invest if I know with 90% certainty I can have a return of 50% or greater in 2-3 years. Shorting is a fools errand. You cannot predict where something is heading short term. But if I find something and have it valued at 20$ and it’s trading at 5-10. I’m going to buy if I understand the business and know everything about it. I only pick 1-3 new investment ideas/ year. Last year I picked VST (winter storm uri), VIAC (before Hwang) and ATVI (after the scandal). I had great returns last year.

ActivatedComplex

Don’t even get me started on VIAC. In a market with even a scintilla of logic and rationality, that’s a $60+ stock.

TotesHittingOnY0u

> Take $VIAC, for example. They beat earnings and dumped the following day. Rationalize that shit Investors expect stock to *greatly* beat earnings, and the stock price before the announcement. Stock beats earnings, but not enough to justify the run-up. Stock price drops some. This isn't rocket science, beating professional "estimates" doesn't mean the stock beat enough to justify the current price.

marsinfurs

VIAC didn’t beat earnings

Cardinal2121

So true. I was in VIAC at $45 sold at a loss at 39. Waited and watched bought some at $30 covered at $35. Moral of the story, if I held on would be even bigger bags to hold. Instead took the loss, got a better price exited covering the initial loss, and now have cash again. Sometimes the best trade is to take the loss and move on.

skilliard7

A personal anecdote, VIAC(now PARA) moved earnings forward, and their shares dropped more than 20% after earnings.

Wreckn

I'm not disparaging your strategy, those are some solid value picks; I've been looking at VIAC since it hit 40, but still haven't gone in on it because their app is just awful even with all the IP they have. LUMN is a Berry pick and has a solid future, huge value there. It just goes against what you said originally, as a dividend index won't outperform the market under normal circumstances even with reinvesting the dividends due various factors.

2Frum4U

If you want to ride out this storm, just invest in VIAC aka PARA. How much lower could it go? \*huffs glue\*

GayAsFack

Does Bill “my wife left me for the pool boy” Huang’s contracts loss count? Technically not options, but his exposure literally dropped VIAC’s market cap by $20B.

BreakfastOnTheRiver

Won't it just pull another $NFLX or $VIAC after earnings?

Have_A_Nice_Fall

Tim 🍎 ghost is buying VIAC didn’t you hear?

coolbeans31337

I like PYPL at this level...should rebound. I also think VIAC is now too low and should pop back up.

Impossible_Tiger_318

The bear case is that their fundamental business is changing, and they are undergoing a lot of expenses to do so. Especially in a market with heavy competition. This should hurt their income in the short term, and we don't know whether or not streaming will be profitable in the future. Plus a good portion of VIAC's subscribers are free T-mobile customers. I'm bag holding PARA as well.

actuallyhim

100% VIAC (now PARA) but the earnings gave me brain damage

throwawaymyalias

SARK. ​ If the market tanks (which I am certain is soon going to occur) due to Russia invading Ukraine; fears of WW 3 (don't laugh; we've previously had two already...); the Fed raising rates; etc., I would not at all be surprised if Wood is forced to dump her ARKK stocks.And if this happens, SARK will be trading north of $100 by 18 MAR opex.This isn't hyperbole. When the market tanked in FEB/MAR 2020 due to COVID fears (note: COVID is still here!), it tanked simply because of COVID. And the Fed quickly jumped in to prop up the market.The Fed is not going to help the market this time, though. In fact, the Fed is going to hurt the market via raising interest rates.China has already stated they will support Russia. Which means China will NOT be supporting the US and NATO. You think there are supply chain issues now? Wait until all the stuff we buy from China is even more constrained. Moreover, if things get really bad, do you think China is going to allow US companies like TSLA to continue operating?One scenario: The PRC shuts down TSLA's operations in China for a LONG time. (Which would, in turn, be very beneficial to Chinese EV companies NIO, BYD; etc.) And if the PRC were to shut down TSLA's operations (and stop exporting TSLA parts to the US), how do you think the market would react?TSLA would tank. And if TSLA tanks, it would be the final straw for ARKK. Investors would flee ARKK, and it could get so bad that Wood liquidates.Another scenario: Russia invades Ukraine. China supports Russia. The US/NATO doesn't respond. TChina then invades Taiwan. Russia supports China. Do you think the US would act militarily against China? In support of Taiwan? After the debacles in Iraq and Afghanistan? Not going to happen. And both Russia and China know it.Recall what happened a year ago, when Archegos was forced to dump VIAC? It got ugly quick.ARKK is already down 50% in the past three months, and Wood has kept BUYING as her positions have fallen lower, and lower, and lower.Wood is in trouble right now, as is ARKK. All ARKK needs now is something to tip it over...SARK $100+ by MAR opex.

ritholtz76

VIAC is a head scratcer for being low beta stock.

FlatOutTurkey

Meme stocks + $VIAC, $MRNA, and $PYPL. $VIAC went up because of Paramount Plus. What happened is, aside from a select few gems like the South Park Post Covid Special, Paramount Plus sucked. $MRNA is basically Theranos 2.0. Their shit doesn't work. It's going to crash much, much lower from here. $PYPL got cucked by the split-off from Ebay.

Jy_sunny

I started with VIAC, lol.

Acc55555

Coincidentally, also how my portfolio looks since I bought VIAC leaps :,)

kevinbevindevin

Their PE ratio is always low, at least for a very long time. Unfortunately, it's just not garnering hype from investors, unlike other tech stocks like Tesla, Nvidia, and Apple. If you think about it, VIAC's PE ratio is also ridiculously low but it's still tanking since the Archegos fiasco.

coastereight

Insider buy over at PARA (formerly VIAC). I don't care how beat down it is, I am bullish on the future for that company and it pays a nice dividend in the meantime.

GoBeaversOSU

VIAC even changed their ticker? lol

Have_A_Nice_Fall

Yep. And VIAC IS BEING BOUGHT MY TIM 🍎 GHOST OR MAYBE EVEN AMAZON AKA AMZN.

Its-Only-Money

VIAC

Thefishman1

Buying more SOFI and possibly VIAC, F for the long term.

Thefishman1

Buying more SOFI and possibly VIAC, F for the long term.

Icelandicfarm78

Viacom changing tickers from VIAC to Para almost destroyed my portfolio today.

wsbbanned

People who use subscription like Netflix, Broku, VIAC, Discovery, spotify etc etc are just dumb. There are so many free/pirated sites to streme sports, movie etc. fuck Dana white simp.

animositisomina35

The streaming service bubble finally popped. Just too much competition between NFLX, DIS, VIAC, ROKU, etc.

inb4ElonMusk

She basically just piled into low volume dogshit companies pumping it up the way Bill Hwang did with VIAC

VisualMod

#Ban Bet Lost /u/Radiant-Gradient (5/4) made a bet that VIAC would go to 38.5 when it was 32.78 and it did not, so they were banned for a week.

Hellmale

So VIAC turned into PARA? I was checking my VIAC stocks and couldn’t find any 🤣

Kriegprojekt

Absolutely love Schwab not having PARA (VIAC) available to trade today after the name change.

Thefishman1

Thinking about buying some HIMX and some AVNW, possibly some more VIAC. Thoughts on the first two?

CardinalNumber

$VIAC no longer exists. That's the corporate action they're telling you about. https://www.paramount.com/press/viacomcbs-unveils-new-company-name-global-content-slate-and-international-expansion-plans-for-paramount-at-investor-event They are called $PARA now and all of this is called DD. Look into it.

CarKey1999

https://www.reddit.com/user/CarKey1999/comments/supxr9/para_viac_coloring_book/?utm_source=share&utm_medium=ios_app&utm_name=iossmf VIAC/PARA crayons as promised

mediumrarestonks

VIAC trying so hard to become a streaming company. Like bru, it's oversaturated before your slow ass showed up.

2Frum4U

Yep that confirms it I’m selling VIAC I have already took TA lessons so I am ready to buy PARA. I can’t stay in this stock any longer .😡🤬

TheonGreyjoy7

you guys, blatant market manipulation i can’t believe it. woke up and VIAC is completely gonzo. fml

5999s

VIAC earnings so bad that they rebranded one day later

MordorBlues

PLTR, VIAC, TDOC, DOC....All 5 stars morningstar...all tank horribly...robinhood uses morningstar.....dont trust morningstar.

Have_A_Nice_Fall

In other news, just noticed that the VIAC DD’er deleted or blocked his account. I’m sure he got plenty of hate mail from the homeland. No one from here was a dick to him though. Proud to be part of this community for that reason.

2Frum4U

Selling my $VIAC. Fuck this stock. Gonna buy $PARA instead

GoBeaversOSU

Anyone who's bullish on $VIAC: *They have Yellowstone... and other shows*

Historical-Pattern-

VIAC to $90!!!

Have_A_Nice_Fall

Oh yeah, heard some friends talking about THE VIAC BUYOUT. VIAC GETTING BOUGHT BY TIM 🍎 GHOST. Either TIM 🍎 BUYOUT VIAC OR POSSIBLY AMAZON AKA AMZN. AMZN BUYING VIAC IS MAYBE MORE THAN A RUMOR?

ancientusurper

Anyone know why the options chain for VIAC has disappeared?

Hellmale

So, do you think DASH as a company has more stability than VIAC?

Uncle_Dirt_Face

This VIAC buyout is going to be crazy! Tell all your friends. Did you hear about the VIAC buyout on Twitter?

Have_A_Nice_Fall

Oh yeah, heard some friends talking about THE VIAC BUYOUT. VIAC GETTING BOUGHT BY TIM 🍎 GHOST. Either TIM 🍎 BUYOUT VIAC OR POSSIBLY AMAZON AKA AMZN. AMZN BUYING VIAC IS MAYBE MORE THAN A RUMOR?

NFG89

AMAT with the slight earnings beat. At least this play makes up for the loss I had on VIAC.

Batumi19

What happened? Feb VIAC call options?

Uncle_Dirt_Face

This one’s for the algos skimming Reddit: Anybody want to start spreading a rumor that VIAC is getting bought out? I think Nike, Amazon or Apple might want it. I bet there will be a bidding war, maybe up to $65 a share. VIAC buyout VIAC buyout VIAC buyout VIAC buyout VIAC buyout VIAC buyout

El-cid-98

before taking any advice I offer, just factor in that I had VIAC calls this morning

WizTis

See what’s popping pre market and at open. I get decent entries but my pull out game is 💩 My plays today. VIAC put 40% RBLX put 70% HOOK call 100% Spy put 20%

No-Proposal-2145

TWOU and VIAC are hugely undervalued after ER selloff imo, even now after bouncing a bit. also think HEPA has some huge potential

bodacioustugboat3

bought some lotto scratch off tickets on SPCE and VIAC for a couple weeks out lets goooo

FullTard2000

really happy that I am so stupid that I forgot to buy VIAC calls after reading the convincing DD posted here I was 100% intending on going pretty heavy on it

iyervikas81

wonder why no one is mentioning VIAC. bought 20 29c which are up 50% and rising

Private_Void

Loaded up 60k on VIAC, 30k in leaps, 30k in shares. This thing is 20% under book value and should come back up relatively quicky.

sevkane

As a VIAC loser from yesterday I’m offended by DASH’s movement

OG_L0c

I shorted VIAC out of spite. They fucked up the Dexter finale

temporallock

\*VIAC enters chat\*: Hold my beer

bodacioustugboat3

VIAC and SPCE lottos with the spare change in my account. Its not much but its honest work.

El-cid-98

I'm more likely to report VIAC to the cops for mugging me

epyonxero

So 15-20% moves on earnings is normal now? WIX SHOP GNRC AMCX RBLX UPST VIAC |||| |:-|:-|:-| ||||

Xzlk

Buying the VIAC dip I guess. Californication alone is worth 18 billion for me.

chetoman1

VIAC has been undervalued for a while now. It’s still chilling at a PE ratio of fucking 7 lol. The problem is, bull hwang’s ghost still haunts the media stocks. Investors are spooked of em

ACompetetionInMe

Where's all the VIAC love I always see in here?

bodacioustugboat3

VIAC and SPCE lotto tickets for a couple weeks out

th3cr1t1c

It's really hard to judge where the chips are going to fall with the SVOD wars right now.... Analysts are, accordingly, downgrading VIAC in the immediate term. I'm less concerned with fair value estimates at the moment knowing they will get revised, than I am a little wary that Paramount Global is betting the farm on streaming. The same thing happened in the cloud communications space where older players tried to get a foothold in that market, and then Microsoft and Zoom started to clean house... and everyone else is fighting for scraps of a market that, ultimately, is going to get fractured and subdivided: Five years ago, people were downloading movies, today they're streaming 4K, tomorrow they're streaming 8K, in ten years maybe something completely different from streaming comes alon that doesn't completely replace it, but adds yet another alternative that further bifurcates home media. So the open questions at this point are: 1. How much will the addressable market shrink in ten years? 2. How much can prices offset that shrinkage? 3. If Paramount Global is off the table for M&A, who will consolidate to beat them? 4. What impact will rising interest rates have on growth? ($17.8B in LT debt now) I don't think we really have line of sight yet to these answers. So whatever else that does, it doesn't make a value case for VIAC, *especially* in the currently uncertain market environment.

AlfrescoDog

I sold my GE calls in the morning, and just sold my VIAC calls for a small profit. I'm hoping my bear costume will protect me.

TheonGreyjoy7

VIAC on the way back

Thefishman1

bought 2 more shares of AMD, biggest position with 12 shares. average cost basis of 129. I have faith tho, it’s my biggest position besides Cash. Finally sold most of my PYPL and SQ, at a pretty substantial loss . On the other hand, bought some VIAC and F.

alfapredator

I've been gaped by FB and VIAC I think shares are beyond my personal risk tolerance time to buy bonds instead

MordorBlues

Honestly...the VIAC report/call seemed bullish to me

PorkchopSquats

That’s because VIAC doesn’t move usually, if you played that well done.

maricck

VIAC puts were up 2000% lol

commodoregoat

[WSBOGN WallstreetbetsOGs News 16th Feb 22 - VIAC LUBE ASS](https://www.reddit.com/r/wallstreetbetsOGs/comments/su1vhm/wsbogn_wallstreetbetsogs_news_16th_feb_22_viac/?)

PolishLastName

Are you a VIAC bag holder?

OrangeHeadz

What's the news on why VIAC is down today

awesomedan24

You guys remember when everyone considered VIAC such a great deal at $40?

OrangeHeadz

Whoa that regard who went long VIAC. Show yourself.

rambunctiousporcupin

Lol VIAC ded

cenaluc

VIAC dividend yield is the only ratio increasing for this ticket

PolishLastName

VIAC should have announced some meta verse Mumbo jumbo

SSBUfan

Just woke up. VIAC has blown my asshole wide open

Frank_Caswole

I got VIAC'ed after the last huge drop. Never again.

BeatBigAll

$VIAC is at a very low price. I just bought 100 @ $27.99 and hope to see it jumping back after the bad news is digested

squidgeroooo

That VIAC dump looked totally legit

Terrible-Macaroon-47

$VIAC down 22% on ER , that was brutal. The issue remains that the bulk of their revenue comes from broadcast and cable both of which are contracting.

vriesdejelmer

Ugh, I hate being a boomer, my VIAC position was like 4x as big as my UPST

SatansSidePart

Buy the $VIAC dip? Thoughts?

5999s

VIAC DD post that was posted few weeks ago

jerminator143

Mfw I login and see VIAC 

iop9

Jesus can someone ukraine VIAC already? Amazon? Apple? Comcast? Disney? Netflix? Fucking Sony??

JCarterPeanutFarmer

Whoever said VIAC was a good Call play, fuck you.