phoneitin

[Alan Soclof @AlanSoclof]

UPDATE **4/19 2021**

(1/6)

-I am a huge bull for $VIAC & $ROKU.

-The market understands the $ROKU thesis while for $VIAC they do not.

-In this chart below, I compare $ROKU's TOTAL revenue to STRICTLY $VIAC's DOMESTIC streaming revenue (just 10% of the company revenue)

[MLB NFTs @MlbNfts]

Want to benifet from the MLB NFT explosion? Another way you can get in on the action is through the SPAC $MUDS, which just announced a merger with Topps!

[Alan Soclof @AlanSoclof]

🚨🚨 Newsletter #22 is officially live🚨🚨

In this week's newsletter, my team & I breakdown $MUDS- an opportunity to invest in a great company with great management that also has serious potential in NFTs!

Read!!! Enjoy!!! Sign up!!!

https://t.co/EyFVTUAFoC

[Alan Soclof @AlanSoclof]

$VIAC

Going live with @sourcatjack in 30 minutes (8PM EST) to talk $VIAC and why their approach to licensing content is brilliant.

I will be hopping on 15 minutes early just to hang out if anyone wants to introduce themselves and say whatsup!

#LETSGOOO!

[Alan Soclof @AlanSoclof]

1/n

Tomorrow my newsletter drops our first piece on portfolio pick $NVTA. Before moving on to tomorrow's newsletter, I wanted to share last week's spotlight piece in a thread!

If you are not yet subscribed to the newsletter, here is the link:

https://t.co/NPfm5ZVQKD

[Alan Soclof @AlanSoclof]

$ROKU (all revenue)

- $1.77 Bill in 2020 rev
- Q4 revenue growth was 58% Y/Y
- $42 Bill market cap

$VIAC (JUST domestic streaming)

- $2.44 Bill in 2020 rev
- Q4 revenue growth was 72% Y/Y
- Market cap $28 Bill

10% of $VIAC growing faster and earning more than all of $ROKU

[phoneitin @CeoSnail]

@JQuiat @jacob_sobol Here that. We look good so far.

[phoneitin @CeoSnail]

@JQuiat @jacob_sobol

[TroopzTV @TheRealTroopzTV]

ARSENAL VS OLYMPIACOS | LIVE WATCHALONG W/ TROOPZ AND ZAH https://t.co/jdW3WEOGed via @YouTube

[Alan Soclof @AlanSoclof]

$VIAC 🚀🚀🚀

Honestly surreal to see $VIAC over $100. When I first started my DD on the company, I believed it was worth this much but the market made me doubt that.

I trusted my research and allowed time to take care of the rest. Phenomenal feeling.

[phoneitin @CeoSnail]

@sbeck1226 @FantasyLabsNBA Beat me too it

[phoneitin @CeoSnail]

@jacob_sobol Very symbolic of our times. People are concerned about checking the box without worrying about what goes into checking that box. Disappointing.

[CBS Sports @CBSSports]

THIS IS MAAAAAAAAAAARRRRCH!!!!!!

[phoneitin @CeoSnail]

@jacob_sobol @ftbltyla @Arsenal Such cap

[phoneitin @CeoSnail]

@jacob_sobol @AFTVMedia That is crazy

[SpongeBob @SpongeBob]

only 1996 years away! March 6, 4017 A.D.

[phoneitin @CeoSnail]

@paramountplus @SpongeBob Looks exciting but anytime you say a snail get snailnapped it is a hard day for snail nation. We are accepting all prayers at this time

@shmuliwit @jacob_sobol @BenjaminKatz99

[Paramount+ @paramountplus]

Gary's been snail-napped! 🐌 Go on the ultimate road trip adventure with your Bikini Bottom favorites to help find him in The @SpongeBob Movie: #SpongeOnTheRun now streaming on #ParamountPlus https://t.co/llvdgYORiV

[SpongeBob @SpongeBob]

nostalgic nods you goofy goobers will love #KampKoral now streaming on @paramountplus

[phoneitin @CeoSnail]

@FantasyLabsNBA

[phoneitin @CeoSnail]

@FP_NBA What do you expect Bane’s ownership to be