Netflix Dominance aside for a minute, why are all Traditional media stocks so undervalued and underrated? (Netflix v Hollywood stock weekly. Ep 1)

I mean yeah Netflix is the Dominant Internet TV and Film streaming service, and Dominant Global SVOD service, however it revenue of $11B FY17 with a market cap of ~$120 Billion that bigger than every media company except for Comcast and Disney. Yeah media is not as massive as other sectors like Retailing-which Amazon is Dominating, with Wal-Mart trying to catch up the ecommerce giant-, Advertising-Facebook and Google turf- Telecommunications-AT&T and Verizon- Software-Apple, Microsoft, Sales force, Oracle et.al- Oil and Gas- ExxonMobil- among many others. Howeve r if we are talking about media and entertainment, yeah Netflix is the future and no one bought them but Comcast have a revenue of $81B, Disney have a revenue of $55 Billion, Fox have a revenue of $28B, Time Warner have a revenue of $28B, CBS have a revenue of $15B, Viacom have a revenue of $13B but apart from Comcast the rest have done so bad stock wise, Disney was one of the worst stock in the Dow30 in the past few years, Time Warner which us selling to AT&T was a terrible stock until the merger announcement in October 2016, Fox was terrible as well before selling to Disney, and CBS and Viacom are in the green because if merger rumors. AMC and Lions Gate stock market cap are just sad. And tbh on paper all these companies have fantastic brands, cash flow, etc but sadly failed to adopt in an era where Netflix is the god of streaming, Facebook is the god of all advertising dollar along with Google, ads being the life blood of broadcasting and cable, cinema is on massive decline etc. Yeah I am passionate fan of Netflix but I am also a fan of Disney, Time Warner, et.al but when their stock price and market cap is so underrated, undervalued and in love there is got to be an action taking and no mega merger can solve it: remember AOL-Time Warner the biggest media deal of all time ($190B adjusted for inflation today).

Note: Netflix when it was a DVD-mail service company killed Blockbuster-which the CEO rejected an offer to buy them for $50 million- and others including LoveFilm later bought buy Amazon and shut down last year. Netflix only became a Internet streaming, SVOD just few years ago then Time Warner CEO Jeff Bewkes call them an "Albanian Army" since HBO and Turner Networks was unstoppabble, and Warner Bros. was largest TV and film studio few years after their failed AOL merger which he also called "worst deal ever". Viacom failed to acknowledged YouTube since MTV was unstoppable compared to Vevo, and Disney failed with technology and gaming ventures not to say ABC and Freeform. Anyhow, I am trying to say that these companies needs great and forwards thinking leaders.

This weekly series will be posted every Friday or Saturday.

Submitted January 27, 2018 at 11:42AM by snack-fu-bling http://ift.tt/2rHBNpt