company a stock a tale of two cities |
5.84 |
Jump to 16.08 |
|
|
one is of course the incredible business |
5.2 |
Jump to 19.52 |
|
|
that they've built amazingly sticky 220 |
5.199 |
Jump to 21.92 |
|
|
million subs they are world class at |
5.6 |
Jump to 24.72 |
|
|
if you're gonna keep one streaming |
3.6 |
Jump to 30.32 |
|
|
that's one side but we turn the page to |
5.52 |
Jump to 33.92 |
|
|
adding 25 to 30 million subs annually |
5.44 |
Jump to 54.32 |
CARDINAL
25 to 30 million
|
|
35 million plus |
4.0 |
Jump to 59.76 |
|
|
and apply that to the balance of 2022 |
5.92 |
Jump to 63.76 |
|
|
would suggest we're below 15 million |
6.0 |
Jump to 66.479 |
|
|
this is a gross story there is one |
5.601 |
Jump to 72.479 |
|
|
someone who wants to invest for two to |
4.0 |
Jump to 90.24 |
|
|
five years but someone who's thinking |
4.641 |
Jump to 92.079 |
|
|
about investing in 2022 |
3.6 |
Jump to 94.24 |
|
|
it's rarely done after one quarter it |
3.839 |
Jump to 108.96 |
|
|
typically takes two to three quarters |
4.8 |
Jump to 111.04 |
DATE
two to three quarters
|
|
now down 26 |
3.36 |
Jump to 132.64 |
|
|
2020. gene my question is about some of |
3.84 |
Jump to 141.52 |
|
|
sympathy viacom cbs down seven and a |
4.72 |
Jump to 148.56 |
|
|
quarter percent disney down seven |
4.96 |
Jump to 151.04 |
|
|
market but call it half or two-thirds of |
4.399 |
Jump to 175.84 |
CARDINAL
half or two-thirds
|
|
those other two companies and so i i |
5.2 |
Jump to 188.08 |
|
|