Gonna keep it simple for the tards

DD:

ViacomCBS(🚀🚀) is a media & entertainment company. They own CBS, Showtime, Paramount, Nickelodeon, MTV, Comedy Central, BET, & a few others. So they own a shit load of content.

To deliver this content, they have:

Pluto TV

• free streaming service that's been growing at a crazy pace.
• No subscriber revenue, but lots of ad revenue.
• Motley fool - "While PlutoTV reached $1 million in daily advertising sales in 2019, it has already achieved its first $3 million day this year. Furthermore, ViacomCBS markets its paid products -- CBS All Access and SHOWTIME -- to Pluto customers. Based on rapid subscriber growth on the paid side, that seems to be working well. "
• This service is underrated. It allows companies to generate ad revenue from their old content.

CBS All Access

• soon to be rebranded as Paramount .
• Main focus of investor day.
  
• Huge catalog with access to live tv and sports.
• Motley Fool - " In Viacom's most recent quarter, it was its streaming business that stood out. Revenues for the segment grew to $636 million year over year, representing 56% growth. Its domestic subscribers jumped to 17.9 million, which prompted CEO Bob Bakish to raise his company's year-end subscriber target for the second straight quarter. "

Showtime

• This is their premium content service

VIAC is a huge netflix competitor with free content, live TV & sports, and a huuuuge content library of popular titles.

​

Here's the kicker. VIAC market cap: 27b. Netflix market cap: 256b.

There is huge potential here because VIAC is not being treated as a streaming service but rather a content creator like fox or mgm.

Catalyst:

Investor day 2/24

Earnings in February, exact date TBD

The play:

ANYTHING on or after 3/19/21 45-60c 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

Edit: forgot to mention, guess who's hosting the superbowl this year. You guessed it, streaming on CBS. They're also hosting the Masters (golf) if you're into that