VIAB

Viacom Inc

TMT


Presented:02/18/2016
Price:$35.71
Cap:$14.23B
Current Price:$24.22
Cap:$9.77B

Presented

Date02/18/2016
Price$35.71
Market Cap$14.23B
Ent Value$28.93B
P/E Ratio7.63x
Book Value$9.34
Div Yield3.38%
Shares O/S398.40M
Ave Daily Vol4,739,443
Short Int3.88%

Current

Price$24.22
Market Cap$9.77B
Viacom, Inc. is a global entertainment content company, which connects with audiences through compelling television programs, motion pictures, short-form video, applications, games, brands for consumer products, social media and other entertainment content. The company operates business through two segments: Media Networks and Filmed Entertainment. The Media Networks segment provides entertainment content and related branded products for consumers in targeted demographics attractive to advertisers, content distributors and retailers. It creates, acquires and distributes programming and other content to its audiences across multiple platforms. The Media Networks segment produces, finances, acquires and distributes motion pictures, television programming and other entertainment content under the Paramount Pictures, Paramount Vantage, Paramount Classics, Insurge Pictures, MTV Films, Nickelodeon Movies and Paramount Television brands. Viacom was founded by Sumner M. Redstone on December 31, 2005 and is headquartered in New York, NY.

Publicly traded companies mentioned herein: Discovery Communications Inc (DISCA), Viacom Inc (VIAB)

Highlights

The presenter is long shares of Viacom (VIAB), and believes there’s a favorable risk/reward ratio due to the value inherent in VIAB shares. He states that despite VIAB being commonly perceived as the “worst media property,” downside is limited, and there are some potential tailwinds that could lead to meaningful upside from VIAB’s steeply discounted share price. If the presenter’s thesis proves correct, VIAB shares could appreciate 50% - 100% as investors reevaluate the company.

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Idea Discussion

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