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Home > Yet Another Value Podcast > Zack Silver on Liberty Media Investor Day and CuriosityStream (CURI)
Podcast: Yet Another Value Podcast
Episode:

Zack Silver on Liberty Media Investor Day and CuriosityStream (CURI)
Category: Business
Duration: 01:05:43
Publish Date: 2020-11-24 20:00:00
Description:

Zack Silver, an analyst at B. Riley, recaps what happened at Liberty Media's Investor Day, including Liberty's bullishness for tech companies, Liberty's plan to launch a SPAC, and how Liberty has handled the pandemic overall. Then, we discuss his newest coverage, CuriosityStream (CURI), a new streaming service that recently went public through a SPAC.

Chapters
0:00 Intro and Background
3:30 What separates the best buy-siders Zack interacts with
7:00 Shentel (SHEN): the most interesting stock in Zack's universe
9:20 WideOpenWest (WOW): the most undervalued name in his coverage
11:30 Takeaways from Liberty Investor Day
14:20 Liberty SPAC discussion
21:40 Does Liberty have tech platform envy?
23:10 How did Liberty respond to the pandemic? Were they aggressive enough?
25:50 Zack's bull case for SiriusXM (SIRI)
28:00 Brief technical issues causes Andrew to slightly panic
28:45 Technical issues end, panic stops, SIRI bull case resumes
36:59 CuriosityStream (CURI) background and overview
40:34 Why would someone pay for CURI when they have Netflix?
44:30 Is CURI better as an acquisition target than standalone?
51:41 Can CURI succeed if Discovery gets more serious about D2C?
56:50 Is Zack more worried about Discovery or Netflix competing with CURI?
1:02:10 If CURI works, what do they look like three to five years from now?
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