Cable TV is dying and this is skyrocketing
by jimfin | September 6, 2021 3:39 pm
Any intel on this pitch from Motley Fool[1]? Their report is called “Cable TV’s Ticking Time Bomb: An Investor’s Guide to the Cord-Cutting Revolution.”
Endnotes:
- Motley Fool: https://www.stockgumshoe.com/tag/motley-fool/
Source URL: https://www.stockgumshoe.com/2021/09/microblog-cable-tv-is-dying-and-this-is-skyrocketing/
Haven’t seen any recent hint dropping on that pitch, but in the past their “cable is dying” teases have been focused on The Trade Desk (TTD) almost every time. Other candidates among stocks that I know have been pitched by the Fool in the past could be Roku (ROKU), or for the smaller ones in the ad space who have streaming exposure, Magnite (MGNI), AcuityAds (ATY) or PubMatic (PUBM). They’ve also recommended FuboTV (FUBO), so that’s another possibility if they’re talking up a portfolio of picks.
Of those, I currently own TTD, ROKU and PUBM, for whatever that’s worth.
Follow “kids today”. Some trends that 20, 30-somethings follow have become hot markets. “Dad, nobody buys CDs anymore” my teenage told me 10 years ago. Recently he said, “Only Boomers sign up for cable, Everyone uses Netflix and HULU. ” Well, Netflix went up 25% in just the last month but Disney (HULU) is stagnant. Maybe because Disney has their hands into other things besides Hulu. I think his opinion is a good trend-indicator though. Yeah, I think cable TV is dying.
Anyone just figuring that out now is behind the trend. With decent WiFi, you subscribe to a streaming channel directly, easy to do, and very easy to end a sub, just end one before the subscription date and the billing stops. And you can restart any time. Watch what you want when you want. BTW I’m a tail end Boomer.
If no smart tv, you get a streaming box like Roku & hook it up to the tv.