VIAC LONG POTENTIAL
It’s my understanding that Olstein Capital Management plans to capitalize on the recent sell off from Archegos Liquidation Regarding a few VIAC & VIACA (Class b & a common stock). He did something similar in 2018-19 pre Archegos Interest. Let’s discuss.
First let me address why this matters and what VIAC essentially is set up to do in the Long term for my smooth brain apes.
Now VIAC common stock jumped relatively 20% when our Tiger king Hwang jumped in on behalf of Archegos for this stock, however after being hit with one of the largest margin calls in US history he was forced to liquidate mass amounts of shares. This can be seen in the picture below at market open each day. Volume Consistent with what a consolidating sell off looks like. Point being it’s consolidated and ready to fucking explode. it isn’t a short squeeze situation because of the massive amount of shares available as well as the mixed bag of short/long option interest associated with the stock.
Just to put this in perspective CBS holds the rights to Paramount+, The Masters, March Madness and recently signed an 11 year agreement with the NFL.
The NFL IS A 2 BILLION DOLLAR A YEAR SPACE AND THEY COMMITTED TO TELEVISE FOR 11 YEARS. NFLX CURRENTLY TRADES FOR 540 as solely a streaming platform. With nearly 10x the market cap of VIAC.
250B for NFLX compared to 25B. However With CBS partnering with the NFL, PGA, and working towards perfecting Paramount as a platform. It’s not unreal to think the future will include NFLX pursuing an acquisition… in need of a sport entity within their algo. VIAC is positioned to fill the void.
Diversification into Professional Sports is on the top of NFLX to do list for satisfying new investing rounds. Notice industry pressure from other companies > Hulu Live Sports , ESPN +, HBO live etc.
To conclude. VIAC IS GOING TO BE AROUND FOREVER AS LONG AS NFL, PGA, AND JIM NANCE ARE AROUND TO KEEP BREATHING. MASSIVE VALUE TO BE MADE OVER THE NEXT FEW MONTHS.
This stock is giving everyone the opportunity to get in on a Pre-Hedge evaluation of a Monopoly Stock looking forward. Of course I’m not a financial advisor and this isn’t financial advice but a bet on VIAC right now looks pretty tasty. Personally holding 20 x 45$ calls expiring 5/21. Anywho…VIAC TO PLUTO!!!
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April 5, 2021 at 06:39AM