Welcome to me?Hey folks,
I have seen several of you before in other boards, so that is always a positive(depending on who you are of course!).
I am heavily weighted in WELL Health Technologies(WELL.TO) and while recently listening to a FANTASTIC interview with WELL CEO Hamed Shabazi (sp?), I learnt and heard a few tidbits about a company that he was involved in, and he spoke extremely positively of both the company, and the current investment opportunity he believed it presented at it's current share pricing.
Anyways, obviously you all know that company is Broadband TV......
Now, after spending a good couple hourse sifting through the initial prospectus, as well as NR's and MD&A's, I feel like I am starting to get an idea of how this company operates, as well as it's strengths and potential weaknesses.
I believe I have learnt enough to initiate a position, but I would LOVE to hear more from any of you folks about notable things......
These could include happy, sad, good, or bad or course.....
As I understand, their moat is based upon the current content that they have, as well as the fact that they give advantages to their content creators by increasing their views. They use some proprietary software along with co-mingling the content creators and advertisors to produce an effecting ad-selling space, and increase watch time/viewers. So this also means that they are a high quality provider of content creation solutions, so they also have some brand power.
I am concerned about debt. I am concerned about the ability of companies such as Instagram and google to potentially squeeze them for cash as they are the owners of the field that we play on.
Does it sound like I kind of have it? Please help me out, I invest long term and give back with diligence as I come across it as well.
Cheers to all, I look forward to being brought up to speed!