$CURI's Needham call -- CEO Clint Stinchcomb

“CURI is John Hendrick’s original vision of Discovery… before its shift to reality TV"

- CURI capitalizes on the void a shift to reality creates
- "we want to be a trusted home resource"
$CURI's Needham call -- CEO Stinchcomb

Why competition is moving to reality?
- appeals to 80% of consumers
- factual just 60%

BUT -- $CURI seeks corporate parters SO
- brand quality imperative
- content focus a must

& views factual content as
- longer shelf life
- higher LTV
$CURI's Needham call -- CEO Stinchcomb

Ad plans:
- no plans to incorporate 30-60 second commercials
- open to more subtle ad forms for "strictly blue-chip clients"
- considered sponsorships not ads
- competitors' shift to SVOD makes $CURI's sponsorships more & more valuable
$CURI's Needham call -- CEO Stinchcomb

- Momentum via: content adds, “strong execution” & stay at home
- general boost to streaming helped $CURI “without a doubt”… expect these consumers to be sticky
- pandemic hurt 3rd party deal closings -- should be a boost as pandemic ebbs
$CURI's Needham call -- CEO Stinchcomb

Confirms Curi sees bundling as path to 100M subs:
- @TataSkyBinge (19M users) is most recent example
- @AlticeUSA another example
- he knows they don’t have the built-in following many competitors have... so they get creative
$CURI's Needham call -- CEO Stinchcomb

Final notes:
- 75% of sign-ups take the annual plan vs. monthly plans improving churn & predictability
- “Content slate for 2021 is orders of magnitude bigger than anything we’ve done”

PS - my 2nd impression of Stinchcomb. Big fan. 👍

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11 Jan
$IPOE/@sofi -- the company helping you "get your money right" on the pursuit of financial independence w/a complete suite of tools to:

-- borrow
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Why @Sofi might just be so fine 🤷‍♂️... a thread 👇
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Targets "high earners not well served" (HENWS)

b) For B2B:
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19 Dec 20
$CURI/@CuriosityStream -- A platform "founded to satisfy humanity's enduring curiosity with premium content to inform, enchant & inspire.”

-benefits from the cord-cutting revolution
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A @JoeySolitro pick & a post-merger SPAC

Thread 👇
The $CURI angle -- Subscription Video on Demand (SVoD) for solely non-fiction

$NFLX is to "movies & scripted drama"


@hulu is to "general entertainment"


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-- science
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-- tech
-- nature
-- lifestyle

& more
5 $CURI revenue streams (1/3)

a) Direct Subs
-- monthly & annual fees
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Read 25 tweets
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Peeling back the layers of the $OZON -- a company striving to be Russian $AMZN.

Recent takeover interest from $SFTBY & $AMZN hints at its ability to do just that.

Unsurprisingly, a @JoeySolitro pick.

Time for a thread. 👇
$OZON's mission:

"Transforming the Russian consumer economy by offering the widest selection, best value & maximum online shopping convenience while empowering sellers to achieve greater commercial success."
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4 Dec 20
A lot of interest in $LMND lately... I wonder why 📈👀🙂

Here are my complete thoughts... nothing has changed since this besides 2 earnings reports that made me more excited about the company if anything.

I'm long for the long term barring any abrupt changes to the thesis. 🍋
& some more details from CFO Tim Bixby at a recent investor conference.

Going over
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$LGVW to merge w/@ButterflyNetInc -- a disruptor in ultrasound.

Learned about it a few days ago & had a chance to dig in.

A thread 👇.
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The resume
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Weekend theme: S-1s

peaked my interest.

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For us: American dies every 4 mins from not taking prescribed medicine as directed

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