Cable bundles are so 20th century. Who would’ve thought consumers wanted to only pay for the channels they actually watch. As the cable providers dropped the ball, content creators have figured out how to profit from providing media directly to anyone with an internet connection. As consumers continue to move away from traditional media these corporations stand to benefit from growth due to their roles in original content.
This Spector™ hopes to capitalize on this trend by investing in companies that are actively engaged in creating, distributing and producing content.
Example Holdings: Disney (DIS), Netflix (NFLX), Viacom (VIAB)