GBA Presents: RADIO SAVANT-!

Again this fucking FUBO--

It's not a clothing line by the guy on Shark tank--

but what is it?

Even the Children don't know...

Fubo TV rises 14.1% 10:00 FUBO FuboTV is up 14.1%, or 49c to $3.96.

From the looks of things FUBO is going to MURDER THE MARKET
I use
Fubo. It’s one of many internet TV services. If there is something you want to watch they don’t have, you just download the free app.
I’ts great for watching the golf on my iPad or phone while outside.
 
I believe the HF is doing something tricky with APPS Leaps or something long dated...

IDEA --> APPS-

  • The acquisition of ironSource sheds a light on just how cheap Digital Turbine has become.
  • Digital Turbine's close peer ironSource is getting picked up for its user acquisition platform. This vindicates Digital Turbine's value proposition.
  • Digital Turbine has always been focused on driving a profitable business and I expect it to continue to do so.
  • Digital Turbine is being priced at 7x this year's EBITDA. Compared with ironSource which was acquired at 19x EBITDA.
TTM Ebitda on this thing is 150M. That comes out to about 18X
Are they forecast to do that well going forward?

(Cathie is blabbing away about something on Bloomberg. She gets more TV time than my local weatherman does.
Ya gotta give her some credit though, not my type, but she has aged well for being almost 70. That voice of hers though... it would drive me crazy. She should run her Zoom mic thru a compressor, smooth out the jagged edges. That crushed glass)

Anyway Stoney, APPS is holding up today, lots of bearish activity on the options though.
I think its going up on earnings. Thoughts?
 
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So FUBO = ROKU.

My complaint on ROKU is the sports channels are wack. To watch a Yankee game my son had to do the most amazing stuff and he did get it steamed through ROKU somehow but you can't just push a button and get there. You have to be real good with tech. The regular TV is lacking and you have to scroll forever you can't jump to channel 2 or something.. and it goes on and on and on with the weirdest hick channels...

If FUBO has better interface with regular TV it could be a buy here.

The streaming numbers are going way up. Hulu is really doing well now I like HBO Max and
NFLX and Apple tv seem to be falling behind. Paramount seems irrelevant
 
I use
Fubo. It’s one of many internet TV services. If there is something you want to watch they don’t have, you just download the free app.
I’ts great for watching the golf on my iPad or phone while outside.
Or if you’re trying to save grandma from her $250 a month cable-ISP pack. Get fiber $60 plus FUBO= a lot less.
 
Ya gotta give her some credit though, not my type, but she has aged well for being almost 70.
and she's willing to do Naked and Afraid with you-

Van I've lost track with the APPS play-- I backed out. But it was long dated and some ridiculous number maybe $40? That or $30. It wil take some luck to get there. I lost big on this name so I didn't want to mess.

B. Riley starts 'mispriced' Digital Turbine with Buy, $29 price target 06/29
APPS
B. Riley analyst Daniel Day last night initiated coverage of Digital Turbine with a Buy rating and $29 price target. Digital Turbine is a leading mobile app growth and monetization platform offering a suite of products to assist app publishers and developers in user acquisition and monetization, Day tells investors in a research note. The analyst says that with the shares down 80% from the 2021 highs, investors have "unfairly bucketed APPS into a group of high-growth story stocks lacking near-term free cash flow generation." He models 27% annual revenue growth over the next five years, with EBITDA and free cash flow projected to grow even faster due to operating leverage. Digital Turbine is an "ideal name for investors looking for high-quality, mispriced stocks that have been unfairly punished amidst the fog of the recent tech drawdown," writes Day.




AN EXCERPT FROM STONEY'S RETIREMENT SPEECH
W-Insight-2-3.jpg


How do I keep tabs with the average man? Well I believe in hard chores. Chores that make no
sense but require effort. I believe every day you should make your bed. And sometimes (this is true) when I'm pouring my drink.. ice tea or lemonade or Coke, I pretend I'm a bartender at a far away resort and I say--" table 9.". and push it a bit before taking my drink upstairs....
 
B. Riley starts 'mispriced' Digital Turbine with Buy, $29 price target 06/29
APPS
B. Riley analyst Daniel Day last night initiated coverage of Digital Turbine with a Buy rating and $29 price target. Digital Turbine is a leading mobile app growth and monetization platform offering a suite of products to assist app publishers and developers in user acquisition and monetization, Day tells investors in a research note. The analyst says that with the shares down 80% from the 2021 highs, investors have "unfairly bucketed APPS into a group of high-growth story stocks lacking near-term free cash flow generation." He models 27% annual revenue growth over the next five years, with EBITDA and free cash flow projected to grow even faster due to operating leverage. Digital Turbine is an "ideal name for investors looking for high-quality, mispriced stocks that have been unfairly punished amidst the fog of the recent tech drawdown," writes Day.


..
Well, you know as we always say... we like Mr Riley... that note was on 6/29... he's up 30%+ so far. It was $17
 
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