Today I bought some $VIAC. I know, I know. It's boring. A "boomer stock". Why CBS when $NFLX and $DIS will win the streaming wars? 5.4 fwd P/E, healthy FCF, 2.9% sustainable yield, long-term growth consensus 8% CAGR. Acquisition candidate. Sure, debt, Redstone family. I like it.
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I dunno... Checked out the first 20 mins of Picard -- unwatchable. Maybe my standards are too high.
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That's one show though. I like that there's no clear good/evil axis and Starfleet admirals are evil again, which is a very Trek. But yeah, the pace and the vibe is... something else.
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Crazy that ‘The Orville’ is more Trek than Discovery or Picard. I stopped watching Discovery early in season 1, and may do the same with Picard, although it’s getting slightly better.

Feb 20, 2020 · 10:19 PM UTC

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