VOD

Makemoney-101

There’s a lot going on with VOD as well 🤔

Tasty-Musician3539

VOD is likely a much better hold.

Soundsgoood5

Where do you watch a VOD of Jensen talking today?

Fantastic_Barbie

#OH YOU MF!! $VOD been holding so steady. good call homie 🤝

adamdemarco74

VOD.L is looking ready to go!! Sold company earnings in a couple of weeks.

Njagos

okay cool I guess back to watching the recent Northernlion VOD

r2002

Honestly, if this glitch didn't happen I wouldn't even bother to check in on the presentation's VOD. So I guess in a way bad press is good press.

StrawberryFit2208

Most are unaware of how ads work across linear, A/S/T-VOD, digital (desktop, mobile, tablet, apps) between DSP and SSP on traditional C3/C7, targeting/re-targeting, and programmatic… solid DD. Prev mentioned PE (against your DD by another regard) was TTM instead of FTM. The only threat to $TTD is $AMZN Ads, but one can have conviction that $AMZN could face similar scrutiny as $GOOG… I’m just another regard, except may or may not have decades of media ads exp.

Illustrious-Diver325

Nice! Do you trade based on chart patterns when trading QQQ? Scalping 0DTE. If you are wrong are you able to cut loss super quickly with options? Idk ppl on Reddit they need to see it like a VOD to believe. Keep doing what you’re doing.

BelcherSucks

The streamers thoight they would end up filthy roch like Netflix, but they have essentially all bought high and sold low while simultaneously destroying their previous sales channels and customer loyalty.  The big studios, especially Disney,  killed cable by making it too expensive to justify and cord cutting began nearly immediately as the first streamers emerged. Streaming blunted the profit margin of Home Video so the Studios colluded to raise prices on DVDs & Blu Rays until consumers abandoned them to collectors. Theatrical releases got bludgeoned by exec short-sighted behavior too: tent poles drove the box office so execs pumped more money into all anticipated hits thus causing a feast or famine at the box office. To help successful movies gross more, the Studios pushed for higher and higher prices. To keep audiences engaged, theaters also invested in upgrading the experience and that priced out a lot of people. Plus many of the films stopped being seen as worth a ticket when you can just watch it via streaming later. The theatrical release exclusivity windows has also shrunk.  No popular films can be on something like Peacock or Paramount+ in weeks instead of months. This essentially cut the legs out from under the VOD rental market. Plus the death of Red Box means that even more rental revenue vanished.  In short, the push to streaming has been disasterous. Yet most major studios did it to avoid just being bought out by their richer new competitors like Apple and Netflix like when Amazon bought MGM. 

R073X

B-list DRM VOD providers, they're all subsidiaries of more familiar firms. Fox owns Tubi, Viacom owns Pluto, Freevee and Imdb tv are ownes by Amazon.

GenEricShot

VOD calls!

Exiled_in_Canada_2

At least VOD's been printing me some slow but steady money

BigSeth

I was watching BB live when it happened, I ain’t about to go dig into the VOD for it lol

Wrong_Confection1090

I would VOD a movie called "Wrath of the Tramp" immediately. I don't care if it's a hobo or a slutty woman, either way I am in.

colbyshores

I used to think that until they released their recent generative ai models and associated white papers like Titans with million token context windows(already seen in the latest Gemini model) and Veo 2 with 2 minute clips that capture the vibe. They are building YouTube to be a place that serves generative content based on what the user enjoys. In a few years, it will utterly dominate media. All the pieces are there to do it and they have a captured audience for it. VOD services like Netflix are toast.

MrCoolGuy42

I still want to know who the maniac is that dropped $2M on 100,000 VOD calls, down over 70% now

Vaporzx

VOD...pure value play with a div

jusjones314

I thought I could do a similar thing but I always "find" new moves that look worth the risk. Last week it was PYPL puts on Monday for like .56 that went to 3.25 by Wednesday, but then I thought you know what seems like a good idea? TGT ITM calendar strangles. Didn't go as planned due to me being an idiot. And then I thought well if TGT tanked then surely ROSS... Right? No... Not right. Then I saw that ASTS and VOD teamed up to do satellite shit and 10C for Jan 2027 were ONLY .91... It's like TWO YEARS AWAY... Of course VOD will be worth at least 40 by then, right??? So why not??? It's a bargain at this price... And then I was like well SMCI just had earnings and shit... Of course 0DTE puts on Friday will pay... They did... But then I was like well CCL IV is super high right now... A 0DTE put play here seems logical... It was not 😂😂😂 And I don't even have ADHD.

Main_Student_1351

VOD eyeing

Star_Lord924

So which stock should stand to benefit most from this...ASTS or VOD??

spurious_elephant

Why short, why not long-dated puts? Is there a case for the defence? What if they do get some valuable partnerships like VOD?

staledanish

Would VOD be worth buying or just ASTS?

staledanish

Would VOD be worth buying due to the agreement or just ASTS?

DuckDillinger

VOD

mohtasham22

in 2023 - vodafone ( NYSE:VOD) made = 45Bn Rev, 11Bn profit in 2024\* - nvidia made = 61Bn Rev, 29Bn profit vod market cap = 26Bn USD NVDA market cap = 3.3Tn

AlienSVK

VOD during a dip. I only regret that I did not wait till it falls a little deeper.

WeissMISFIT

I can’t speak for LUNR but I can for ASTS. ASTS hit all time lows as confidence for funding hit the sea floor and the company was doing public offerings at lower and lower prices. What flipped the script was convertible notes being bought by T, GOOG and VOD followed by prepayments as well as some debt facilities. Current speculation is that the company has stated 17 new birds for 2025 because that’s all they can afford now but what’s likely to happen is that when the 5 block 1 satellites start bringing in revenue, that revenue is going to be used to bring in debt. Now if my maths is still correct, each satellite is supposedly bringing in 20m per year but it could be more at the start since there are less of them. Each satellite costs about 20m so they’ll all pretty much pay themselves off in a little over a year.

SalemKinkTrials

This is what ASTS can do if you're wondering why it keeps going up: ASTS "has partnerships with 45 MNOs, including some of the largest in the world, like AT&T, [Verizon NYSE: VZ](https://www.marketbeat.com/stocks/NYSE/VZ/) and [Vodafone NASDAQ: VOD](https://www.marketbeat.com/stocks/NASDAQ/VOD/). Together, these MNOs have 2.5 billion subscribers. If the company could generate just $5 in revenue once a year from each user, that would generate $12.5 billion in revenue."

Kayanarka

I just sold my VOD holdings in my personal account so I can more them to my Roth, so I will be buying VOD as soon as the transaction clears.

Sub40IQ

Fox news was streaming the rally on Youtube, you can find it at the end of the VOD.

KemShafu

MIELY - Mitsubishi Electric makes AC units for most of the world beyond the US VOD - Vodaphone communications NWN - Northwest Natural Gas ELAN - Elanco - has come up with an incredibly robust treatment for Parvo last year I hope Dutch goes up - I have them

0Bento

I see no sign of Netflix slowing down. Not only have they pretty much replaced traditional TV and cinema for anyone under 40, they've also held off the competition spectacularly well. Amazon has all the money in the world, but can't seem to come up with a user friendly UI or a clear, sensible pricing policy for its VOD services. Netflix is super simple - intelligent search and recommendations, engaging new and exclusive content, a huge global catalogue, with a simple and clear pricing structure. Either people are going to switch en masse to another streaming service, or they'll stop watching TV altogether.

nostratic

>Klarman has built his reputation on finding value where others cannot see it, and I think he is likely using a similar playbook with Liberty. This business, which is part of the John Malone empire, generates most of its revenues in the United Kingdom, where it owns the Virgin Media telecommunications brand. This business and a collection of other European operations provide steady free cash flow. Capital spending is relatively low by comparison. The company stated that capital intensity is below 20% of sales in its latest earnings report. >Besides being in the European telecommunications business, Liberty is also a private equity business. It has a strong track record of acquiring, developing and selling companies around Europe. The latest significant deal was selling its German operations to Vodafone (LSE:VOD). Since this deal closed, Liberty has returned 40% of the proceeds, or nearly $5 billion, to investors with share buybacks. https://finance.yahoo.com/news/whats-behind-seth-klarmans-liberty-165443073.html

Fearless_Locality

If you're interested in learning options I would highly highly suggest tastytrade. Their philosophy is you should be able to do with you want with your money. Getting approved for options or Futures is basically clicking a button On top of that all of their content is 100% free and it is probably the best content on the internet regarding options. They have tons of VOD as well as stream daily during Market hours

Legitimate-Source-61

I could never get candle stick patterns to work for me, all this shooting star, Doji and engulfing patterns. It was developed by an ancient Japanese rice trader if I recall who was a billionaire in today's money. Anyway, candle stick patterns can be automated to generate buy and sell signals. I am not affiliated, but these two sites put appear to put it to good use... https://www.americanbulls.com/SignalPage.aspx?lang=en&Ticker=TSLA https://www.britishbulls.com/SignalPage.aspx?lang=en&Ticker=VOD.L These sites have been around for decades. But I still am not good with it. Give me Dow theory any day.

GraveRobberX

It’s the goddamn boomers. They were living it good when it was sharing. Once they list the free ride, they had to pay up. Most that were young and on sharing password plans didn’t subscribe on their own. It’s the late 50’s to early ‘70’s population that got pushed off family plans and had to have their own. My mother is addicted to that shit. I have HBO Max, Prime, Disney Triple Bundle, Grandfathered into Verizon All Movie Package (so like 50 movie channels and their VOD)… yet she still wants Netflix! I mean she’s a Pakistani Grandma who watches Bollywood stuff too, but she’s such a sucker for B and even C rated Red Box movie of the weekend trash. I have no idea why she likes watching all that shit! She literally watched Heera Mandi (Indian Mini-Series) at her sister’s house in 3 day weekend binge of 8 episodes, came home, complained we need Netflix, she wants a rewatch. The audacity of this woman who cannot watch Fallout with me, but is A-OK with Rings of Power and House of the Dragon. Then my brother in law gave her that add another access line by using reverse psychology on a goddamn psychiatrist (his profession), then binged watched the whole goddamn mini-series in one night in Hindi from Midnight till 6AM… I just can’t understand this woman who gave birth to me!

SuperHighDeas

AI powered podcasts streaming with VOD. You can pay for this with crypto on the AI-DJT blockchain

Cash_Option

VOD bout $8

idkalan

They do have an ad-free bundle for both Hulu and Disney+ that include ESPN+. The only ads on ESPN+ are for live events, but not for their VOD content. It's called the "Disney Bundle Trio Premium" for $24.99/month.

Neat_Horse9739

$VOD Vodafone

Fun-Organization721

Exactly....a recent example of stocks that I bought low and are now a lot higher: GE, I bought in 2020 at about $100 / share. It went down to $40 per share (post reverse 1:8 split). I bought more, doubled my shares, at $50 near the bottom, averaging down. Now it is at $170 and I have about a triple on my cost basis. Plus I got great divs along the way which increased my share count. I have done the same with T, VOD, HON, MMM and now PFE waiting for the turnarounds and collecting reinvested dividends. You have to be patient unless you are playing options.

Buddhalove11

Nope. $BTI $VOD $MO $MOS to name a few

Antique-Stock6297

https://preview.redd.it/5it6bvvv8ojc1.jpeg?width=1170&format=pjpg&auto=webp&s=046d0ec36e1355c806c3ccc1725555fbc8cf1eaf VOD stock may be the move based on unusual options volume from Feb 15 and 16. Maybe people know something we don’t 🤔

wmwcom

So for me the pumping of the fed with cash during the pandemic, companies not having income but somehow the stock price goes up, the inverted yield curve correcting, people are spending less, debts are going up, office spaces are going to default, wars, etc Oh yes there will be a crash...within the next 1.5 years. The election may keep it up for that year with manipulating markets. I don't always wait for a correction but this one I will. If I am wrong I am still in with all my retirement plans anyways. Waiting for deals on stocks. There are some already such as VOD and VET.

wmwcom

Most people figure this themselves. Some will sell you a list. It is up to what you are looking for. VOD is undervalued right now for example.

GloXlo

Family has held T for over 40 years. During this period, T has undergone various corporate actions resulting in T, VZ, VOD, and WBD holdings. Their current portfolio is held in a standard brokerage account and has experienced significant declines over the years. The positions generate approximately $8,000 annually in dividends, which are automatically reinvested. Symbol Shares Unrealized Gain/Loss VZ 967 -13.18% T 4,109 -30.66% VOD 308 -66.81% WBD 891 -68.20% While VZ, T, and VOD pay dividends, WBD does not. What should be done with this portion of the portfolio? The preference is to retain T and VZ. Would it be advisable to sell off WBD to realize the loss and invest the proceeds elsewhere, or should the proceeds be reinvested into T/VZ for additional dividends? Other option - end auto reinvest dividends and plow income into Roth (via Traditional IRA) buying stock in that account.

GloXlo

Fun one for the weekend! Family is long time T holder (assume 40+ years). Over that time T has expereinced many corporate actions resulting in T, VZ, VOD, and WBD. Their current portfolio sits in a standard brokerage account and has obviously tanked over the years. The positions yield around $8k a year in dividends (auto reinvest) Symbol Shares Unrealized Gain/Loss VZ 967 -13.18% T 4,109 -30.66% VOD 308 -66.81% WBD 891 -68.20% VZ, T, and VOD at least pay out a dividend - WBD does not. What would you do with this piece of the portfolio? They would prefer to keep T and VZ (their preference). Sell off WBD for the loss and plow into something else or back into T/VZ for dividends?

soccerguys14

Problem is cable and Netflix aren’t the same. Cable and YouTube tv or Hulu live are the same. But Netflix has their exclusives or originals and some shows I can’t VOD. I would cancel but my wife won’t budge on it. I have canceled paramount, peacock, and something HBo (I get it from MiL now). We still have YouTube tv as cable, I watch sports on it and random stuff, wife watches bachelor or watcher and son may watch Disney channel or Nick. We still have Netflix, Hulu (through Verizon), Amazon video ( have this with prime membership, if they separate them I wouldn’t pay). I’d love to cut Netflix and probably Hulu but wife again won’t budge. Tv is the only thing she does for entertainment within the house.

wmwcom

That is not how to examine value if analysts were good at identifying valuable companies they would not be analysts they would be Warren Buffett. Please go learn about the great investors and how to find value. For example VOD is undervalued and so is VET.

masalaswag

>From what I know, the merger is facing strong opposition from Sony India's senior employees. Same. There was nothing to gain for Sony because content is not the area they need growth. Sony India primarily has focused on content production, electronics, and an extension of the IT business from Japan (ie software center). They can do that with their eyes closed. Zee would bring in more content, but monetizing it meaningfully will be a challenge that I believe was not successfully addressed during the merger implementation. The Zee5 international expansion did not go very smoothly and I'm not sure there were eggs in any other baskets. The advantage that Disney India has is that they have both Star and Tata Sky, so they have production, distribution, and access vertically aligned. Sony has a decision to make in this regard - Disney's growth story will be in providing satellite TV to a growing market and they have the content to include in the packages. What is Sony going to do? Zee's mobile app may have been an attractive option on that access side to go alongside the Zee5 VOD overall to increase Sony's content distribution, but it may not have been worth it in the long run.

Jani3D

*"The film's budget ballooned to $175 million because of complex re-shoots and a lengthy post-production period. While not a success in cinemas, it did well on VOD, DVD, and Blu-ray."*

R2viver

Same with Vodafone (VOD) tbh.

Existing-Nectarine80

The rumor was suggested by an analyst in response to an activist investor. Disney is look for a partner to develop their streaming platform for an ESPN Linear-like DTC offering. Live streaming of sports is a whole lot harder than VOD due to latency, DRM, ad placement and last mile delivery concerns.

camerondexter1

Nice surf, dude! I'm holding VOD and TEF for their high dividends.

polloponzi

Now look at the price of $VOD (seems like a trend)

Starlight_XPress

So we’re all going to be okay with consuming zoomer brain content as our only free VOD option? LMAO

Big_Forever5759

The problem with Hulu is the back end. It’s something iger mentioned as well. Consumers can’t tell what’s VOD, SVOD, Cable, AVOD etc. each one of those pays/accounting is very different in terms of rights and royalties. And Disney is preparing to launch a new app To combine Hulu w Disney (maybe espn) but I think it’s really to fix this back end issue. What most likely is going to happen is the same as what Warner did. They removed a ton of high end content so they can resell it to other services instead of diluting the market with high end content for just $9/mo and no one is watching in it. And no one is watching because turns out they reinvented the wheel: people just see these services as how people saw network tv in the 80s; a few prime time shows , some live stuff and some extra stuff. On new shows , Broadcasters used to foot part of the bill on both the domestic rights and international rights. And later dvd helped pay for extra stuff, or leverage existing content to sell it everywhere. Now old media is trying to figure out how to do this. How to pay for new content. The issue was the previous Warner ceo went crazy and added everything to hbo max service plus develop tons of shows. Then Bob chapek used some “funny” accounting tricks to hide Hulu/Disney+ productions costs. And now left with a glut of great existing content and no clear way to pay for new content. A lot of competition as new media dives in that is leveraging free shipping, add on services, feeemium tv, user generated content etc. Disney did need to buy more ip and Star Wars and marvel where a hit. But fox for 75 billion and yet to see anything meaningful come out of that Except some marvel X-men fan stuff. Again, Disney will be fine and the stock as well. But until there is a clear direction and they shed a few pounds, the stock most likely will be what analysts call “neutral” imo

idkalan

That and the movie felt more akin to a streaming/VOD movie than an actual theatrical movie.

Reynolds1029

YouTube only stays afloat because of Google cash constantly propping it up. Any other VOD site has gone under or completely abandoned competing with YouTube. Vimeo, Vessel, Daily Motion etc etc. There's nothing like YouTube

play_it_safe

Couple I bought this week that I think may have bottomed (knock on wood): VWAGY, WBA, CVS, ENPH, VOD

symplton

I like Spotify as a longer term play for the following reasons: 1. They figured out multi-platform scalability 2. They're everywhere. 3. They're bold. Does boldness bite you in the ass? It DOES. But as a maverick myself, game recognizes game. 4. I think that their cached exposure to video podcasting, and attenuating data management on multiple platforms and reliable streaming (good coding) will allow them to eventually pivot to compete with Google/Comcast/Max in the VOD/Everywhere/All The Time/No Matter the Platform future. They will because they must. Google needs the competition. YouTube is owning the space, and jacking up the prices, with negative user experience and a smorgasbord of half-ass efforts to compete with and become the everything leader has so cluttered their app that it's a headache. They fucked up TV OS lifecycle management so much that when I try to change the channel on my $2900 Sony Bravia TV, it skips. And doesn't land on the channel. I tell that story because I feel they're getting away from their identity and trying to be all things and doing most things poorly. I don't see the other media making the change. I think Hollywood is in the process of eating itself alive, and if Spotify can bring a platform to market that has their UI DNA, AND if they properly pivot on giving creators control, better pay, and use their DNA of relentlessly focusing on user experience, they might just BE the transition leader Netflix was if they can resist the urge to try and become Netflix. That being said I don't own it and won't be a buyer until it settles around $90/share. I don't expect them to apply the necessary disciplines (cut costs, reduce insane spend) until the market makes them. But why would Wall Street force them to now? Growth is up 10% YOY. They're getting a bit more focused on who they're giving money to and how it affects their brand (finally).. And no one is fiscally responsible anymore.. so, if you're in for the long haul, hold. I think it's currently overvalued but long term's a winner.

brahbocop

TLM and Elemental are probably in the green based on box office then add in ancillaries and merch. Even Indy 4 has been crushing it on VOD I have heard. Not nearly enough to make up the loss but Disney’s horrible summer has been overblown a bit compared to other studios who have had massive flops.

Self_Blumpkin

Interesting. Maybe I'll give this a shot. I'm pretty curious as to how it would go about replacing something like a VOD release with Korean Subs. Like, what version would it choose on PTP. Like would it choose a Blu-Ray Rip to replace it with? A Remux? A 1080p Webrip? 2160p webrip? Thanks for the heads up. It will be neat to try.

Self_Blumpkin

Well that's pretty goddamn awesome. [This is what I found when I went searching for Radarr](https://github.com/Radarr/Radarr) Do you know if the program you're talking about works with Private Trackers too, or is it just public trackers? The rules on PTP are pretty strict. The only time a torrent is removed (trumped) is when someone posts a rip that was created before the movie was released onto VOD. Some of these might have things like hard-coded Korean subs, things like that. But the one thing that PTP will NOT allow you to upload is a CAM. Those are strictly prohibited. I could see a use case for replacing a Korean-subbed rip with a VOD rip as something that is useful, but then again, It's pretty rare that I'm watching movies more than a few times. So if I watch it with Korean subs there's no reason for me to waste ratio on downloading a cleaner copy unless I expressly decided that I wanted to watch it again.

tampa_vice

I sold out of VZ, VOD, and TEF and bought high end growth stocks. I just got tired of owning those and now money is being made.

MrCatfishTheLong

Hey! I used to be a professional content creator and would love to support a new creator. Investing generally requires a good chance at a return and honestly, content creators are a long shot at success. It would be like investing in a garage band. Generally you would only do this if I felt you were an outlier chance at success. * what sort of content? VOD, streaming? Are you already a platform partner or are you starting from zero followers? * what’s your niche? Like, how will you stand out from the pack? Are you exceptionally physically attractive, or standup comedian tier charming? * are you old enough to sign contracts? Do you have collateral for the loan? * if you make it big, do I have equity/ownership in your brand? How do I get repaid? * if it’s payments over time with some agreed upon interest - how often will you pay? And will you pay even if your content is unprofitable? There’s a lot of questions as you can see - not impossible to get investment but you probably need more info to get there

TF_Sally

I think this is a case of two sides disingenuously arguing past each other 'you don't hate bad kiddy stuff??' vs 'jim caveziel believes Qanon...boomers!! maga!!" I think it's just in theaters now but I'm sure it will have a fairly quick releast to VOD schedule

Random54321random

I was in VOD for a long time, I cut my losses this year and I have no regrets. Management has shown that it only knows how to lose market share. The merger isn't a silver bullet, it's what they need to do just to stand still

Vast_Ad6460

Won’t lie I’ve not been following VOD stock closely, I’m bent on investing in $TIO, over the weeks I’ve seen most investors disregard the false reports from Hindenburg hustlers & bought more Tingo stock because this company has been known to empower millions of people.

Atlasmountain918

Going ham on NDAQ & VOD, follow me. It’s working

Atlasmountain918

I really need VOD, TGT, & DG to do work today

Atlasmountain918

damn, I hope you didn't do puts. A good week for IEP. I got my eyes on VOD this week

Atlasmountain918

dg, tgt, VOD (this is my biggest one)

Ok_Yak_4577

NOK, VOD, ERIC, AMGN rising in premarket. 🚀🚀🚀 at market open.

Ok_Yak_4577

I'm all in on ERIC, VOD, and NOK. They have nowhere but up to go. 🚀🚀🚀

Ok_Yak_4577

ERIC, SBAC, VOD, AMGN, NOK are all on sale. Just bought them in after hours trading. I expect huge gains tomorrow. 🚀🚀🚀

Atlasmountain918

here me out, VOD. Call. Strike $10. Jan 2024

NetRiff

Live streaming is pretty expensive (Twitch, YTTV, Hulu) pre-transcoded video content + CDN is comparatively pretty cheap (Netflix, any VOD service)

porcupine73

What you're missing is the Jan 17 2025 VOD $3 call delta is nearly 1. There is little extrinsic value in it. It will get assigned early the day before the next ex-div. There is a bit of a bid/ask spread on it but I would be surprised if it would even fill at $2.99 for the buy write.

Your_friend_Satan

What about the fact that the dividend has been steadily declining and payout ratio is >100%? Or that if you executed this strategy a year ago, you’d be down about 30% on your original investment (excluding divs and CCs)? Buy-write on div payers is a good strategy, and frankly VOD might be a good buy right now. However you may be better off settling for lower div yield on a stock in an uptrend with good div growth/coverage.

PapaCharlie9

> I purchase a covered stock spread, Never heard this called a "covered stock spread" before. I'd call that a buy-write of 330 VOD CC. > SELL +330 COVERED VOD 17 JAN 25 (3 strike) So here's the first problem. If the current price of the stock is 11.67, you're short selling an ITM call at the $3 strike. You're basically loaning out $8.67 of intrinsic value against the hope you won't have to pay all of it back. It's not clear how much the calls are worth at open. You said the effective cost basis of the shares is $3.01, so does that mean the calls were 11.67 - 3.01 = $8.66? That's a penny below parity, so something isn't right. The calls ought to be worth more than parity with that much time until expiration. > The covered call protects me from any major downturn in the stock price Here's the second problem. The call doesn't protect you from anything. It's a liability. If the shares lose more than the opening credit on the call, you net a loss. > obviously I'd roll it before it expires. And if you are assigned on the call before you roll it? Since it is deep ITM with apparently no time value, you might get assigned within seconds of opening the trade. You'd lose -$0.01/share, assuming I'm reading your numbers right. Conventionally, CCs are opened with a strike that is higher than your cost basis. Writing calls so far below your cost basis is asking for someone to exercise early, perhaps well before you get the benefit of a dividend.

Big_Forever5759

I so what I agree. Working in that biz I see how much studios diluted the value of their product. Specially the previous wb boss that got almost every wb show on the hbo max app for basically peanuts. All those shows can generate a lot of revenue if licensed to broadcasters, streaming services etc. but if they have it there then broadcasters do their own stuff, or other services do their own. The issue was Netflix was growing too much so wb and Disney (and others) gave away too much. Now they’ll have to pull back. Wb is doing “max” and taking a lot of content away, Disney+ probably will follow. And Netflix with its ad tier and having stopped whole season at once and now does weekly releases has been reign in. So yeah, buffet is right. At those prices with all that content now making new shows doesn’t seem worth it. Productions have increased in cost way too much. Now it’s up to bob iger to put the drunks in their place. Most likely create a stronger divide between cable , VOD, SVOD, etc and charge accordingly as the license for each type varies a lot and you couldn’t tell the difference in Hulu. And zeslav gonna take away a lot of higher end content from “max”… It’s not going to go well for anyone when they’ve given so much good content for such a low price. Paramount still has some appeal imo. Their business plan is better and imo the future of all streaming. More focused on specific franchises, some fillers with catalog that doesn’t sell that well and probably increase price a little. But do think buffet is hiding something here.

gaboonzoom

If I was a Google investor I would be disappointed. Twitch and TikTok have grabbed significant share across key verticals (and compounded faster) of a market YouTube used to own wholly. Music+YouTube Originals have also been flops. YouTube has not diversified and has underperformed competitors on basically every major growth area for mobile video over the last 8 years outside of their core VOD business. Yes they have improved monetization but Ballmer was also an EPS compounder who missed trends.

Electronic-Host9526

I have an IPTV box, which you can get from Amazon brand name is dreamlink. PM me and I can give you the contact for my guy, but the box is 135 and the service is 110a year. Literally every channel, ppv, local channel. Then the VOD, out of this damn world. Daily updates, shows and movies, kids stuff as well. Easily laid out navigation. There is a bunch of foreign material from other countries, i did remove those groups of channels/content. Which is done with just some menu settings. Box updates are done very frequently, you can install VPN if you want, it runs off Android. Bad part is you need a box per TV. But i got rid of spectrum TV which was 150 a month and now just pay 500 a year because I have 4 of these and got one of in laws. Of course they decide to fucking never turn there TV on after, but just got shit to watch when I visit at least.

BeerPizzaGaming

CNBC made an entire 24/7 network based on that. Yahoo finance has an entire website and VOD program based on that.

TED2_

Unpopular Opinion about Netflix and there reason it's heading for a comeback: Just 4 days ago, NFLX moons 8% after missing 73% on its EPS. Now everyone seems a lot more bullish due to the subscribers Netflix netted. However, the real downfall for Netflix is that there is one less dvd out in the world and the inventory won’t be replenished until I return this movie. Threats: If it’s not able to adapt or keep up with technology, rivals such as Walmart.com or Blockbuster have capital to compete against Netflix. There are some issues Netflix is facing Netflix needs to watch out for growing competitors with deep pockets and need to keep up with the fast growing changes with technology. It is recommended that Netflix increases its customer base (subscribers). Moreover, Netflix worked closely with the makers of Netflix-ready electronics devices to expand the number of devices on which Netflix subscribers could view Netflix-streamed content (Thompson, 2012). This is considered Netflix’s second competitive advantage because it got ahead competitors by being the first to market with next-generation products. By 2012, with the aid of new technology, Netflix added another core strategy which was to grow its streaming subscription business domestically and globally. This income will offset the ongoing costs. Netflix should move away from DVD rental, it creates a large percentage of its operating cost. Netflix should find out why people are still ordering DVD’s Netflix should educate customers with their streaming and downloading and focus on encouraging customers to stay with the service. Blockbuster advantage over Netflix is that they are able to release new released titles. Netflix needs to negotiate with entertainment providers to get new releases earlier than the competitors. Finally it is suggested that if Netflix is able to get new releases earlier they should pass a cost for the newest release (separately from subscription download monthly fee). Then, Netflix need to shift investment from logistics to technology, continue to build the Netflix brand as an instant provider of movies from studios to customers’ homes and to invest in customer loyalty and CRM solutions Question 4 Which of Netflix’s current competencies can it best leverage as a competitive advantage in VOD? Which might be liabilities (refer to the comparing value drivers in the Video Rental Market) Netflix has three core competencies to succeed in VOD market which are wide selection, brand equity and customer relationships and recommendation tool and customer knowledge. However, there are weaknesses for Netflix in moving toward VOD market, the warehouse and facilities and employee overhead will threaten Netflix in term of cost since Netflix will rely heavily on technology. Question 5 What kind of partnerships should Netflix prioritize: partnerships with content providers or with hardware/device manufacturers? Partnership Prioritization: Parallel Tracking Netflix should not limit itself; goal is to be a service provider, not a content producer or a hardware manufacturer. Don’t compete in areas where Netflix is at point of parity; compete where Netflix has advantages. (Netflix, 2014) Netflix announced a 1 million-dollar competition to challenge programmers to create an algorithm that can beat its Cinematch system by at least 10% of enhanced accuracy (Netflixprize, 2009). In 2009, three teams of talented programmers combined forces and developed that algorithm and Netflix’s system was given a major boost. Since the software is customized only for Netflix and consists of complicated algorithms, such a resource is considered rare. Being on Netflix for a few months I can say that I was extremely stoked when the announcement of Disney and Netflix working together. References Blodget, H. (2011). With all respect to Reed Hastings, he's not that handsome honestly, i'm not homosexual but... Reed Hastings founder and CEO of Netflix have pushed the company to outcompete its movie rental competitors by building the world’s best internet movie service. Netflix is the world largest online entertainment subscription service and revolutionized the way that people rent movies. Netflix has outcompete its rivals on the basis of differentiation features, with their higher quality, wider product selection, added performance and services, and has superior technology. This is why this company NFLX may be heading for 380 before back to 320. Best proof is that it still mooned even 3 days after earnings.

Illuminati_on

Similar situation with VOD in Europe...

colliric

Wait.... So Blockbuster didn't want to go in on Netflix because they got fucked over on Streaming Service stuff by Enron's Broadband VOD way back in 2000? Lol.

bernie638

Top Dog of the DOW! I've owned VZ since 2014 when they were part of a special dividend I got for owning Vodafone VOD. I've been adding a bit since it's been under $40. It's just too cheap right now. I'll take the dividends and wait, though I'll likely not sell the new shares either.

hardyrekshin

# Tickers of Interest - TL;DR **Gamma Max Cross** * [TLT](https://options.hardyrekshin.com/#TLT) 01/20 102P for $2.35 or less * [XLV](https://options.hardyrekshin.com/#XLV) 01/20 135P for $2.30 or less * [EQT](https://options.hardyrekshin.com/#EQT) 01/20 43P for $3.05 or less * [CRWD](https://options.hardyrekshin.com/#CRWD) 01/20 140P for $10.80 or less * [LUV](https://options.hardyrekshin.com/#LUV) 01/20 37.5P for $1.10 or less **Delta Neutral Cross** * [WBD](https://options.hardyrekshin.com/#WBD) 01/20 10P for $0.35 or less * [USO](https://options.hardyrekshin.com/#USO) 01/20 67C for $4.95 or less * [VOD](https://options.hardyrekshin.com/#VOD) 01/20 12C for $0.20 or less * [BEKE](https://options.hardyrekshin.com/#BEKE) 01/20 12.5P for $0.85 or less * [HSBC](https://options.hardyrekshin.com/#HSBC) 01/20 28P for $0.40 or less # Trading Thesis - Why These Crayons Taste Better Technical analysis and indicator based trading tend to use past price performance in order to predict important price levels today. This analysis is based on the current option open interest. With that option open interest, it calculates portfolio-level greeks--notably Delta and Gamma. More importantly, once the portfolio level greeks are established, I can now simulate the change in greeks at different price points. From there, I can find the price levels where portfolio-level gamma is the highest, and the portfolio-level delta is close to 0. For some tickers, the underlying price reacts strongly off of delta neutral, gamma max, and sometimes both. It's the reaction off of these price levels in the past that is being used to drive trading signals. The plays and target entry prices given are calculated using a binomial option pricing model that reflect the expected size and duration of the reaction from gamma max or delta neutral. A lot of these plays are profitable by underlying moves in stock. The best plays benefit from the directional move as well as the increase in IV. # Notes - Something to give you a new wrinkle * If the price has moved past the entry price, exercise caution. Something changed between the time these plays were generated and market open. * Look to sell half your position on a double, and freeroll the rest to exit at your discretion. * I tend to risk up to 1% of my total capital on any trades I take. If my conviction is lower, I'll only allocate 0.5% or even 0.25% of my capital to the trade, and dollar cost average in. * The trades were calculated before market open, and so are based on information up to yesterday. Keep that in mind when deciding to enter well after the fact. # FAQ - Because others have already asked. * These plays are mostly puts. Are you a gay bear? * No. It so happens that the companies have had some recent run-up which implies they are overextended. These trades are primarily some form of mean-reversion either toward or away from an important price level. * Are you entering all these plays? * No. There have been a dearth of plays in the WSB morning talks, and so I opened up my bag of tools slightly wider to point out more plays with a probable edge to help lead apes to more gain porn. Go through this curated list of plays, pick the ones you like based on whatever additional analysis you use, and get that gain porn. * You mentioned a new play on the same ticker in the past. What does that mean? * The new play should replace the old play. The old play is likely now invalid and if you haven't entered in, don't chase the price. Remember that a new day's worth of data has been produced and the newer play reflects that data, the older play does not. * Where are the crayons? I only see words. * Click the links above. * Have you back-tested this? * Yes. Results show a moderate Sharpe Ratio (1.7), with an expected win rate of 63% of trades (7% margin of error) * What is the historical performance? * The realized Sharpe Ratio is 1.85 with a 67% win rate. Based on the trade performance so far, there is a 95% chance the expected win rate will be between 49% and 72%. (Stats as of 2022-10-28)

soccergoon13

Got it. At this point though, FCC and SEC would block it most likely. "I'm no lawyer" but I'm not sure how the FCC would let it go forward. Granted, VOD is going to be a tough-to-prove monopoly since Netflix owns the market, but who knows.

Lorne__Malvo__

S&P futures up 2% in Tuesday morning trading, near best levels, after US equities finished lower in a largely uneventful Monday session that came on the heels of a big rally last week. Treasuries rallying across the curve after yields backed up on Monday. Dollar index down 0.4% with Aussie, sterling and euro the standouts. Gold up 0.2%. Phagcoin futures up 3.7%. WTI crude down 1.1% after losing 3.5% on Monday. Big rally followed this morning's October PPI report, which came in softer than expected, confirming inflation trend from last week's CPI report and adding more strength to the peak-inflation/peak-Fed narrative. Also some positive spillover from the continued strength in Greater China stocks. Move chalked up to recent zero Covid tweaks and property support measures, constructive spin surrounding Biden-Xi meeting, expectations for more policy fine-tuning following soft October data and firmer online retail sales data. Despite yesterday's backup in yields, still some focus on comments from Fed Governor Brainard that were seen as less hawkish than expected (and less hawkish than Waller's comments). Depressed positioning/sentiment dynamics still seen as supportive with November BofA GFMS out today showing cash levels at 6.2% and BofA Bull & Bear Indicator still at 0. October PPI beat came in lower than expected, including Core PPI unchanged m/m. November Empire manufacturing index also posted surprise positive print, the first since July with employment index stronger. China October activity data came in softer across the board on growth drag from Covid restrictions, property market slump and softening external demand. China media highlighted continued commitment to zero Covid as case counts remained at highest levels since April. Biden-Xi meeting flagged as more constructive than expected, though no resolution of any major issues and Taiwan still a big source of tension. Japan GDP unexpectedly contracted in Q3 with trade an outsized drag. Official UK data highlighted ongoing labor market tightness, underpinning need for further BoE tightening. Nikkei had latest on JGB market distortions from BoJ's YCC policy. WMT-US beat and raised, announced $20B buyback, and highlighted significantly improved inventory position. HD-US also beat with strong ticket growth on pricing and project-related momentum, though inventory growth a bit higher than expected. TSM-US up big on news that Buffett's BRK.B took a $4.1B stake. Bloomberg reported AAPL-US trying to boost Mac sales with rare promotional deal for small businesses that buy in bulk. FT reported GOOGL-US 's YouTube expanding shopping features to offset slowdown in digital advertising. VOD-US hit after cutting guidance to reflect higher energy costs and worsening performance in Germany, Italy and Spain.

visionarymind

💰💵💸 still settling but likely 6️⃣0️⃣% Do sumthing, 🪖🐻🐼🐻‍❄️🎖️ 💅: https://imgur.com/a/liv0VOD

BrettEskin

Do you know what subscription VOD even is? Curiosity streams main source of revenue js people accidentally clicking subscribe on their Comcast remote. It's not going to grow nobody cares.

istergeen

I think VOD is the play there, based on 10 minutes of googling.

WorldClass17

VOD

WorldClass17

If anyone of you guys is looking for a swing trade, I'd recommend GSK or VOD. I see a great setup (especially) on GSK using the MACD and the RSI. I'm currently long VOD.

dbvy

The only thing that will hinder YouTubeTV is the consistent price increases and exclusive contracts They couldn't strike a deal with Disney (ESPN, ETC) and were removed from the platform for about 2 weeks until they were able to come to terms on a contract after a massive uproar from their customers. Even a $10 reduction in monthly price wasn't enough for people to not have those channels. As long as they keep live sports and the unlimited VOD space, I'll be with YouTubeTV but if Disney and others eventually pull the plug to have exclusivity on their platforms then for us sports enthusiasts cable would probably be cheaper if you also have things like netflix, hulu, or HBO.

PragmaticX

**I hardly have a model portfolio.** I have mostly been a buy-and-hold guy for thirty years and now have a *stupid* amount of diversified holdings across several accounts. Mostly I let my winners run as I seldom have been able to justify the tax hit on a sale. My lucky heirs can straighten the mess out with a step-up basis sale and consolidation, assuming Sanders and Warren don't take over. Anyway, below are my top legacy holdings with percentages of the stock portfolio. Today, I would increase my SCHD percentage, but at the time of purchase, I knew less and figured it was safe to diversify with multiple dividend ETFs. More than a bit of dumb luck was involved, ONEY is up 87% and pays 2.68% and I am up 500% with Nike (1.07%) and 960% with TXN (2.57%). A chunk of investment assets is also in a Muni-Bond ladder. I now focus on quality companies that appear to be good values and pay decent dividends. My recent buys have been INTEL, CISCO, VOD, NEM, LYB, and MPW, all of which pay nice dividends and IMO have a lot of room to run. Also, SARK for a short-term play. Earnings come out tomorrow for MPW; fingers are crossed. ​ Ticker Name Weight (%) (%) ONEY SPDR® Russell 1000® Yield Focus ETF 3.61 VFIAX Vanguard 500 Index Admiral 3.54 NKE Nike Inc Class B 3.36 VXF Vanguard Extended Market ETF 3.23 TXN Texas Instruments Inc 3.02 SCHD Schwab US Dividend Equity ETFâ„¢ 2.95 VYM Vanguard High Dividend Yield ETF 2.76 VNQ Vanguard Real Estate ETF 2.64 HDV iShares Core High Dividend ETF 2.56 ARTIX Artisan International Investor 1.38 VBR Vanguard Small-Cap Value ETF 1.32 OAKIX Oakmark International Investor 1.28 HDV iShares Core High Dividend ETF 1.25 UNH UnitedHealth Group Inc 1.18 MSFT Microsoft Corp 1.14 CMCSA Comcast Corp Class A 1.05 LIN Linde PLC 1.04 VWIUX Vanguard Interm-Term Tx-Ex Adm 1 ACN Accenture PLC Class A 0.97