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“I think the biggest under-appreciated aspect in Meta are their enterprise tools. Meta just announced they're selling subscriptions... Meta has a line of sight to billions of dollars of additional reve”
@Yet Another Value Podcast
The podcast actually focuses on Roku, offering zero evidence for the claim that Meta's enterprise tools will unlock billions as ad impressions surge.
METALONG@ $548.86
$565.43+3.02%
since call Jun 28
peak +21.5%
“I am very bearish on audio... Spotify being audio first is that there's always going to be a ceiling on ARPU... the CPM, the cost that people are willing to pay for an audio advertisement, is always g”
@Yet Another Value Podcast
Spotify's audio-only format structurally kneecaps its ad rates compared to video platforms, hitting a permanent ARPU ceiling that makes it a short.
SPOTSHORT@ $460.39
$502.82-9.22%
since call Jun 28
“I want to be on the record of going long them because eventually they're going to pull back on the spending as long as the revenues and and the profits stay there, I think the stocks can be re-rated..”
@Yet Another Value Podcast
Alphabet will crush market doubts and re-rate as billions in AI spending dial back and core ad impressions continue their upward spike.
GOOGLLONG@ $352.07
$360.56+2.41%
since call Jun 28
peak +5.4%
“I am bullish Fox because this will help them get better deal terms than they would have gotten without it... Fox never got in that race. They're never going to have to get into the race... I think tha”
@Yet Another Value Podcast
Fox skips the expensive streaming wars and buys the front door to 100 million connected TVs to lock down massive leverage over the entire media industry.
FOXALONG@ $50.26
$58.41+16.23%
since call Jun 28
peak +17.0%
“the ad revenue is just beginning to inflect. Okay? If you use management's estimate of about a billion dollars in free cash flow in 2028, they actually purchased it about 22 times EV to free cash flow”
@Yet Another Value Podcast
Fox is stealing Roku for a cheap 16-17x EV/FCF because the streaming giant is finally unlocking its home screen to non-media advertisers.
ROKULONG@ $137.31
$142.99+4.14%
since call Jun 28
peak +6.6%
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