Media U.S. Community
Our community narratives are driven by numbers and valuation.
Media U.S. Investing Ideas
EchoStar's 43.91 fair value will redefine its market position
Why EchoStar (SATS) Finally Grabbed My Attention I first stumbled onto EchoStar (SATS) back in late 2025. Funnily enough, I wasn't even looking at them; I was deep in the weeds researching a Chinese firm called Xinwei Communication.Read more
Reddit - The Value of Human Conversation on the Internet
Reddit is an interesting stock because its value comes less from raw user numbers and more from the structure of its communities. Unlike platforms like Instagram or TikTok that rely heavily on broad algorithmic feeds, Reddit is built around thousands of niche subreddits where users self-select into topics they genuinely care about.Read more
Netflix was right to decline in raising their offer for Warner Brothers
I think everyone who is invested in the American stock market has their eyes on Netflix as of late. Especially after the company declined to raise their offer for Warner Brothers in their bidding war against Paramount Skydance.Read more
The Rising Deal Risk That Helped Sink Netflix’s $72 Billion Bid for Warner Bros. Discovery
Netflix’s proposed $72 billion deal to acquire Warner Bros. Discovery (WBD) is officially off.Read more
Take Two Interactive Software TTWO Valuation Analysis
Company Overview and Investment Thesis Take Two Interactive Software, Inc. NASDAQ: TTWO currently presents a favourable risk reward profile for portfolios allocating capital to the interactive entertainment sector.Read more
Netflix is undervalued
Through the recent battle between Netflix and Paramount about acquiring Warner's Brothers, investors have been very bearish about Netflix, selling it off. Now Netflix is trading at one of the lowest it's traded in 52 weeks.Read more
The happiest company on Earth, also perennially misunderstood.
When I first purchased shares in Disney, back in 2016, the narrative was all focused-on cord-cutting at ESPN. Since that time, it has shifted frequently.Read more
Increasing revenue at high costs relies on membership to convert to spend
Update on Q3 Results Travelzoo's cost to acquire a member increased to $40, making it a net 0 gain on membership spend alone. Direct member acquisition costs of $2.9m represents $2.9m of revenue with only $0-0.725m recognized this quarter (average $0.36m).Read more
Is this the AI replacing marketing professionals?
Key Takeaways EVA Live (Nasdaq:GOAI) has launched NeuroServer , a purpose-built AI system trained specifically for digital advertising rather than built on off-the-shelf AI models. Its custom neural architecture is designed for multi-objective optimisation across real campaign KPIs, and was trained using reinforcement learning in an agency environment, positioning it very differently from typical AI-powered ad-tech tools.Read more
