
Streaming reality vs fantasy with Dan Rayburn
Investing Experts
Analyzing Streaming Companies and Their Performance
This chapter discusses the different data points in analyzing streaming companies, such as number of subscribers, RPU, profitability, and cash flow. It emphasizes the need to compare companies based on their similarities and differences and criticizes the inaccurate reporting and lack of understanding of the streaming industry. The chapter also explores the strategies of streaming companies, the future of the industry, and the challenges posed by the multitude of options available to consumers.
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