Stock Market News

How to Invest in Mickey Mouse‘s Tears

We are witnessing the death of traditional cable television in real-time.

In Q1, 2023, U.S. linear networks (cable and satellite) shed 2.3 million customers.

Total pay-TV penetration (including services like YouTube TV and Hulu) dropped to 58.5%, the lowest point since 1992.

They are being replaced with Netflix, Disney+, Paramount and other streaming services.

Instead of forking over half your paycheck to a cable provider…

… because there is always just one cable provider no matter where you live…

…you get to divvy that up amongst 4-5 different streaming services you now get to keep track of.

It’s like listening to Biden talking about his accomplishments or watching your cat lick itself — they’re the same thing.

Your move, Whiskers…
Source: Midjourney.

We’ve simply traded one set of content providers for another.

However, within this paradigm shift lies some incredible trading and investment opportunities.

Disney’s stock has already bounced by 5% in a matter of days as rumors swirl around the potential sale of its ABC network.

Many of the options on the stock have soared 200% — 400% IN LESS THAN 48 HOURS!

Don’t worry if you missed out on these first few hits.

We’re barely into the first act of a drama that’s going to take years to play out, pulling in players like Netflix, Comcast, Paramount Global and more.

If you want to capitalize on this storyline, then you’ll need two things: a comprehensive analysis of the situation and a plan to identify and execute the right plays when the window opens.

This newsletter will give you the first part of the equation, and then we’ll show how to use Bryan Perry’s Eight-Month Millionaire Blueprint to implement the plan.

Bluffing With Russian Roulette

Charter Communications won the latest round of negotiations with Disney.

Fed up with losing customers year after year, the distribution giant threatened to walk away from the cable business altogether.

It had nothing to lose.

Charter’s internet business is far more lucrative and growing.

What do they care if they sell off cable? It’s a PIA anyways.

Disney tried to bluff while playing Russian Roulette.

Between the writers’ strike and failures at the box office, Bob Iger, CEO of Disney, has struggled to turn the ship around.

Despite incredible subscriber and revenue growth, Disney’s streaming business is losing money.

On the other hand, its linear network deals generate $2 billion a year.

Charter knew this and used it to put the screws to Disney.

But they’re not the only one in trouble.

All content creators, from Warner Brothers to Paramount Global, face similar problems.

Only Netflix turns a profit on its content distribution. However, it has hit a user saturation point that cable companies encountered decades ago.

Distributors will continue to squeeze streamers for all they’re worth, putting a lot of pressure on their share prices.

And this is just one stock in the mix.

Consider all these potential plays:

Quality at a Discount

The short term is going to be choppy.

However, volatility creates opportunity.

Disney holds a portfolio of incredible brands from Marvel to Star Wars.

Its theme parks generate oodles of cash, even when not running at full capacity. And despite their political spats, Florida’s growing population bodes well for its Orlando parks.

Right now, the stock trades at roughly 15x next year’s expected operating cash flow.

However, it’s the unbridled pessimism that creates the real opportunities.

For instance, recent rumors that Disney plans to sell off ABC to NEXSTAR were enough to send the stock running several percentage points.

That might not sound like much.

But as Bryan Perry has pointed out, options in general are cheap right now.

We’re in an environment where buying options just makes sense.

For example, the latest NEXSTAR headline sent $84 call options expiring on 9/15 from $0.20 up to $0.90, 350%, in minutes.

Conservative traders who bought the stock at $80, the previous technical support, picked up a cool 5%.

And this is just one stock in the mix.

  • Paramount Global trades at half the price it did earlier this year.
  • Warner Brothers is down 30% from its highs just a few months ago.
  • Netflix has more than doubled from its lows last year and is still down almost 50% from its highs.

None of these are fly by night companies.

These are quality names that the world’s largest hedge funds hold in their portfolios.

But rather than waiting years for everything to settle, why not make your move now and capitalize on the unfolding drama in the streaming and content creation industry?

Bryan Perry’s 8-Month Millionaire Blueprint is designed to help you do just that.

With comprehensive analysis and timely plays, you can seize the opportunities this market shift provides.

Stop being a passive observer and become an active player in this entertainment revolution.

Ready to dive in?

Click here to access Bryan Perry’s 8-Month Millionaire Blueprint and start your journey to financial freedom today!

Wealth Whisperer Team

Recent Posts

Cracks in Consumer Spending Surface

There is a growing potential that the stock market is and could be more bifurcated…

3 mins ago

The Energy Source That Could End Global Conflicts

As the Middle East stands on the edge of even bigger troubles, President Joe Biden's…

6 hours ago

American vs European Options – The Similarities and Differences

Options can be divided into two broad categories: American-style options and European-style options. These two…

3 days ago

Bull Call Spread and Bull Put Spread – Option Trading Strategies

The bull call spread and the bull put spread are option strategies used when an…

3 days ago

The Free Market’s Most Amazing Graph

Breaking News: My recommendation to invest in emerging markets is paying off. The Argentina Fund is now the…

4 days ago

Still a Stormy Case of ‘Word is Bond’

In former President Donald Trump’s universe, the past 24 hours have been a severe case…

5 days ago