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Sanmeet Deo

๐Ÿ‘ค Speaker
257 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
Profitability Predictions and Paramount Punches Back

And that gets my, my thumb to go kind of sideways and go sideways.

Motley Fool Hidden Gems Investing
Profitability Predictions and Paramount Punches Back

Okay.

Motley Fool Hidden Gems Investing
Profitability Predictions and Paramount Punches Back

Heading towards up because, um, you know, and look, I, I, I also give it a thumbs up for the management team.

Motley Fool Hidden Gems Investing
Profitability Predictions and Paramount Punches Back

You know, this is a seasoned, very intelligent management team has been around with Netflix for a very long time.

Motley Fool Hidden Gems Investing
Profitability Predictions and Paramount Punches Back

I can't imagine they do something like this without having a very clear idea of how they're going to manage it all because they know what they have with Netflix without,

Motley Fool Hidden Gems Investing
Profitability Predictions and Paramount Punches Back

Warner Brothers Discovery, they want to make sure it continues on.

Motley Fool Hidden Gems Investing
Profitability Predictions and Paramount Punches Back

So I've always been fond of the management team.

Motley Fool Hidden Gems Investing
Profitability Predictions and Paramount Punches Back

I don't think so.

Motley Fool Hidden Gems Investing
Profitability Predictions and Paramount Punches Back

I think that Paramount's going to try their hardest to get this asset, which rightfully so, they should.

Motley Fool Hidden Gems Investing
Profitability Predictions and Paramount Punches Back

But I think that Netflix is going to win out.

Motley Fool Hidden Gems Investing
Profitability Predictions and Paramount Punches Back

And I think that even though there's regulatory concerns, one thing I was reading through is the argument for, it's not just about streaming dominance.

Motley Fool Hidden Gems Investing
Profitability Predictions and Paramount Punches Back

Netflix is going to argue total views, which you have YouTube in there, or screen time views, I should say.

Motley Fool Hidden Gems Investing
Profitability Predictions and Paramount Punches Back

And you have YouTube in there, which is a dominant, dominant

Motley Fool Hidden Gems Investing
Profitability Predictions and Paramount Punches Back

eyeball generator, I guess you could say, for screen time.

Motley Fool Hidden Gems Investing
Profitability Predictions and Paramount Punches Back

They have their own share of movies and other things.

Motley Fool Hidden Gems Investing
Profitability Predictions and Paramount Punches Back

A lot of the younger generation watches more of YouTube in short form than they do of streaming.

Motley Fool Hidden Gems Investing
Profitability Predictions and Paramount Punches Back

They might be able to win an argument there with the regulators in terms of that this isn't as monopolistic as people might think.

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