- CuriosityStream is taking on the global secular growth trend of streaming adoption through a focused channel built around fact-based entertainment.
- Pros: John Hendricks, Discovery Channel's founder at the helm, seemingly strong content quality and selection, lots of untapped monetization potential, and hyper-growth heading into 2020.
- Cons: Little visibility on the nature of future growth, high cash burn, and a lot to prove for the company in an increasingly competitive market.
- In my opinion, the pros edge out the cons with the given information at hand; though high risks and an FY2021 EV/S of 13.3x keep my position size humble. I'm long CURI.
For further details see:
Will CuriosityStream Kill The Cat?