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VIAC (now Paramount)
First, in a few seconds I could tell how big a focus Paramount+ streaming is to their strategy. See the screenshot below. You can analyze the transcript here as well.

Second, management seems super bullish, like 116 vs 8 bullish to bearish :)

Third, investors don't agree. Stock down 20%+

Fourth, I'm buying what management is saying, hence buying the stock. My favorite time to buy is companies whose long-term strategy I like, but there is a short-term blip. In this case, it's investors who were hoping for this company to get acquired. It still might, but the confidence aggressive strategy = lower odds. Fine by me.


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