[sgbuffett]

1. Netflix growth is saturating.
2. Disney's unique family and kids offering has plenty of growth ahead.
3. Much underrated ViacomCBS is actually growing getting to 1B revenue per quarter.

However what is not shown here is Plato TV growth which is rapid. ViacomCBS owns PlatoTV and current stock price of ViacomCBS is valued as if it has zero growth with PE under 10 and good free cashflow.

ViacomCBS is now $41...after it crashed from Bill Hwang manipulation to $107.
My purchase of the stock was a bit early at $44.

I see a good investment opportunity here as the streaming market moves away from Netflix to other types of content like sports news and live TV.