Antitrust The Process

| March 27, 2018
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Caveat: This is not a recommendation to buy or sell any individual securities mentioned below.

Sometimes I am just not sure what our government is thinking.

The latest example is the blocking of the AT&T and Time Warner merger.

While it appears to be all about CNN and President Trump, one of the ‘issues’ is anti-competitiveness of Time Warners largest subsidiary: HBO.

Here is the data:

HBO has 54 million subscribers and spent $2 billion on new content last year.

Netflix has 120 million global subscribers, 50% of U.S. time streaming and $8 billion 2018 content budget.

Other Content Budgets:

  • Amazon Studios $4.5 billion
  • Apple $1 billion
  • Hulu $2.5 billion

On second thought, maybe that is why President Trump spent the last week lashing out at Amazon and their agreement with the US Postal Service.

 

Stay Tuned, Disciplined & Patient! {TJM}

The Investor & Character Equation (ICE) | S + R = O

 

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