FuboTV, A Sequel To The Roku Story

FuboTV Inc. (NYSE: FUBO), the recent IPO, is already popular among Bears and the doubts raised will remind you of the early years of Roku Inc. (NASDAQ: ROKU) given most doubts are based on ill-formed opinions about how the consumer streaming industry works, consumer trends, and growth investing in general. We looked at the name, liked it enough to own the stock, and included in our weekly list of top ideas for the week. Most doubts can be summed up as uncertainty that usually surrounds a developing story but a…

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Gaia Inc.: Ignore Bears, They Doubted Netflix Too

Gaia Inc. (NASDAQ: GAIA), like Netflix (Nasdaq: NFLX), is a video subscription service. Netflix, over the years, has shown how the Street fails to value the true power of long-tail business models, where cash expense is front-loaded and benefits are monetized over many years, even though consolidated profitability far outweighs the costs, stocks tend to lie low for a while till the business reaches cash flow profitability. Gaia is at that point, right now. The company, with its focus on yoga and wellness video content, is in a unique position…

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The Trade Desk: Time To Leave This Desk

The Trade Desk Inc. (Nasdaq: TTD) has been one of the best performing advertising related stock for the last few years, up almost 15x since going public in 2016, riding on multiple favorable trends, including the rise of programmatic buying, in the advertising industry. The last few months have been tough for the advertising industry, but the stock hasn’t been impacted much. Investors have largely shrugged off the weakness in the industry as temporary and set their hopes on a quick recovery for the company, believing transition to Connected TV…

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