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Bill Combs
@billcombs · Jun 21

$NFLX vs $DIS vs $WBD

These are the three biggest streaming platforms that have been competing quite a bit in recent years.

While$WBD competes with Netflix and Disney, I don't like the stock of this company at all. Over its entire history, the stock has been in the negative, which is not pretty at all, and it pays no dividend. Thus, I don't see much potential with this company and I don't think the stock price will change much anymore.

However, Netflix and Disney stock are definitely more interesting already. Netflix stock is up over 40% this year and Disney stock is up something like 1% this year.

I've been buying DIS stock recently as I currently find it undervalued, however, I probably see more potential in NFLX and the share price growth is relatively higher as well. But I would want to buy Netflix stock at a lower price.

And how do you view Netflix and Disney and which company do you like better?

MR
Mike Rowe @mikerowe Jun 21

Such a thought from the recesses of my cerebral cortex... What if someone bought $WBD? Like the whole company, not the stock. What do you think?

YE
Yorick Ericson @yorickericson Jun 21

After all, it was recently sold to ATT, if someone wanted to buy it they wouldn't have merged with Discovery;) this studio has been bought by Time and AOL in the past, it never turned out particularly well. In this form it has the best opportunities imo and I hope it stays that way for a while.

YE
Yorick Ericson @yorickericson Jun 21

"While$WBD competes with Netflix and Disney, I don't like the company's stock at all. Over its entire history, the stock has been in the negative, which is not pretty at all, and it pays no dividend."

Disney (+ Netflix) also pays no dividend, and even if they announce a renewal, it will be a meaningless yield that is only to encourage buying a fund that will include them back in the index with divi. As a shareholder, I don't think this is a good move. They've racked up debt and streaming isn't making money, boats are going to eat up a lot of money, overpriced hotels are closing, and they're going to have higher taxes in Florida because of woke. It's going to cost a lot of money before this segment settles down.

WBD has taken a significant debt from ATT, which they need to bring down to a manageable level and then they will see a shift in EPS and thus price. All of these companies have to spend a lot of money on new content and right now I think HBO has the best quality content of the three, but that's subjective. It's expected to grow quite a bit because the company is currently in a completely different state than what you see on the historical chart and I wouldn't be surprised if it beats the rest of them in performance in 2-3 years.

BC
Bill Combs @billcombs Jun 21

What I meant by my paragraph was that I didn't see anything about the stock that I was in any way excited about. The price is falling and it's not even paying a dividend. Otherwise, of course, I know that NFLX and DIS don't pay a dividend either.

I'm not that focused on WBD and therefore don't know that much about it and thus don't see that much potential in it I guess.

So thank you very much for your opinion and new information. Again, I know a bit more😁

Otherwise as you write and suggest. It's not so important to look at the history but at the future and what that future outlook is.

MD
Monday Dayton @mondaydayton Jun 21

I've got it bought at $91 $DIS and I'll see where it goes if I buy it. I trust them and I like them, but I agree it's a shame about the stream, because $NFLX is going. But 🚀 It's also on me runway already. I was expecting it to go down, but exactly, despite the cancellation of sharing so users came in. There's not much there now. But there will be another series of The Conjuring again and then Wednesday was a big hit too. Also Strange things...

BC
Bill Combs @billcombs Jun 21

I agree, I'd also like to buy Netflix below. As you write, it's a shame Disney isn't doing so well with the stream on NFLX.

NG
Nikolas Gabriels @nikgab Jun 21

I'm here for Netflix and Disney, with the caveat that Netflix probably has a better launching pad given its position and notoriety.

BC
Bill Combs @billcombs Jun 21

Yeah, Netflix really has it easier because of the name and how well known it is.

RB
Ralphie Barlow @ralphiebarlow Jun 21

I'm quite struck by the weakness of content on the Disney platform, even though I know that the company is more complex and not just based on streaming. It definitely needs work in that regard to retain subscribers.

BC
Bill Combs @billcombs Jun 21

I haven't had a chance to get properly into the Disney platform yet.

So thanks for the heads up.

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