Masa Capital

@MasaSonCap

Buyside TMT, mostly Telecom & Media.

United States
Vrijeme pridruživanja: studeni 2017.

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  1. Prikvačeni tweet
    6. stu 2019.

    For everyone new to SoftBank’s earnings releases and in awe of today’s slides - may I introduce you to SoftBank: The Flying Golden Goose?

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  2. prije 4 sata

    But legacy media isn’t ready to fight back against the streamers right?

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  3. prije 4 sata

    Lachlan says their Fox Nation streamer sees 80% conversion rate from free trial to sub (damn! - that’s the strength of the Fox News brand) and Jan/Feb were the two highest months for sub acquisition and engagement.

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  4. prije 4 sata

    CEO has a “tremendous” amount of respect for and is a “happy shareholder.”

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  5. prije 8 sati

    Is this from 2020 or 2017 or 2015 or 2013 or...

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  6. prije 11 sati

    Netflix permabulls: Bad DIS+ subs: “See, not a strong competitor to Netflix.” Great DIS+ subs: “Linear TV is dead, streamers can all do-exist. This is good!” When things appear too good to be true they usually are. Fact is, more streaming competition is worse for .

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  7. prije 11 sati

    This is the level of Street “analysis” we’re getting on : Stifel analyst says the “strong showing by + is a positive for Netflix as it reinforces linear TV is struggling.” This is called “too good to be true”: when either outcome is deemed positive for Netflix.

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  8. prije 11 sati

    So Bernstein’s Juenger values Disney’s streaming and international unit at $46B yet has a Buy rating on which is currently worth $175B?

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  9. prije 11 sati

    Well the hits are going to keep on coming because he recently shorted SoftBank. Basically creating the inverse portfolio 😅

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  10. prije 13 sati

    Elk has clearly never been to The Ringer’s website or listened to any sports pod beyond Bill’s.

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  11. prije 13 sati

    Long time Simmons fans (like myself!) think he’s washed up and lazy and barely listen to the pod anymore because it’s boring. Google trends data backs that up too, of course it’s still popular but has been losing ground to pods like Pardon My Take and JRE.

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  12. prije 13 sati

    Unless this is simply a buyout of Bill’s future podcasting revenue (which it very well could be) and the cost was substantially less than $100M, Spotify buying The Ringer should be a serious red flag for capital deployment.

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  13. prije 14 sati
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  14. prije 23 sata

    High speed Internet in rural areas?! Pass the / deal!!

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  15. 4. velj
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  16. 4. velj

    Epic day for the Mouse. Besides great sub numbers, we also got: - Launching DIS+ in India in March w/ Hotstar at height of cricket. Aka a killshot to Netflix’s “next 100M subs” - Has specifics for Hulu international launch in 2021, will layer on top of Disney+ in those markets.

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  17. 4. velj

    In 5 years we are going to look back and say how the fuck did we ever let burn $3B annually in cash. Unfortunately and already got paid handsomely for this cash furnace. Their egos still have a LONG fucking way to fall though.

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  18. 4. velj

    *not cost cuts, I mean price hikes

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  19. 4. velj

    Congratulations US High Yield market on funding yet another low or no return business. Not your first rodeo, won’t be your last.

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  20. 4. velj

    It’s quite possible that 2019 was the higher water mark for Netflix’s “contribution profit” metric. Brutal competition coming up as they lose library, pay more for top content and only get revenue growth through cost cuts, as they’ll be losing subs going forward IMO.

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  21. 4. velj

    The jig is officially up. They will be the #3 streamer in the US behind HBO Max and DIS+/Hulu combo. For price, they may be #4 behind Peacock If you’re buying today you’re banking on massive ARPU and profitable sub growth Internationally, neither which they’ve proven

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