These Stocks Could Define the Secular Streaming Media Boom (ROKU, LPTV, DIS, NFLX, CURI, FUBO)

The pandemic will never end in some respects. It will never end in terms of its revolutionary impact on the format of healthcare, for example. Telehealth deregulation won’t be revoked, which reshapes the sector. It will also never end in terms of the third and fourth tier adoption of e-commerce that has arisen – people […]

Comcast Corporation (NASDAQ: CMCSA) Has Decided To Pour Billions Into Peacock; Now It Just Needs an Effective Strategy

In a Zoom meeting held in April, the heads of departments of all NBC Universal’s most significant divisions came together to talk about how the business was doing. It did not take too long before they all started talking about Peacock, which is NBC’s flagship streaming service. Since the platform’s debut last April, it’s had […]

The Case Strengthens for Entertainment Stocks (AMC, DIS, DLPN, AFOM, DISCA, IMAX)

It’s more than just a post-pandemic re-opening story. The spark of exciting coming into the entertainment space isn’t just about people being willing to gather in close quarters again, though that is playing a central role. It’s about the restarting of an entire ecosystem. That has important consequences for all of the moving parts tied […]