Dear Reader,
Video streaming is arguably the hottest trend in technology. Video streaming is on its way to displace one of the greatest technologies of the 20th century, namely television.
There are number of companies that could benefit from video streaming. Netflix, the video streaming service, Roku and Spotify, the musing streaming service, are some obvious, publicly listed candidates.
I estimate that there is respectively 50%, 100% and 200% upside for Netflix, Roku and Spotify's stock prices from their current levels. Netflix gives an example of how the streaming services might work out. Netflix was at first a classic discounter offering low prices to hook consumers to its product. Later Netflix started raising prices and is now even profitable, be it mildly though.
Spotify is the clear leader in music streaming. Spotify, if it adds social networking services like news feed, could end up a direct competitor to Facebook and become the next leading social network, which implies several fold possible increase in Spotify's stock price.
Roku is an emerging technology, that channels streaming. Spotify could win from providing advertisements on its streaming services.
All said, video streaming is a life changing technology, that could propel growth in the global economy to not negligible extent.
Disclaimer: The blogposts and comments on this blog and posts on social networks(Twitter, LinkedIn, Facebook etc.) are not investment recommendation, are provided solely for informational purposes, and do not constitute an offer or solicitation to buy or sell any securities. The opinions expressed on the blog are Petar Posledovich's. Petar Posledovich does not guarantee the accuracy of the information presented on this blog and social networks. The information presented is "as is".
Petar Vladimirov Posledovich is not liable for any investment losses incurred by reading and interpreting blogposts on this blog and posts on social networks.
Conflicts of interest: I may possess some of the securities, currencies or their derivatives mentioned in the blogpost and posts on social networks(Twitter, LinkedIn etc.)!
Respectfully yours,
Petar Posledovich
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