Added to YB: 2025-02-14
Pitch date: 2025-02-13
CURI [bullish]
CuriosityStream Inc.
+20.14%
current return
Author Info
Northeastern University Student Value Fund is the premier investment fund at Northeastern University. Visit their website.
Company Info
CuriosityStream Inc., a media and entertainment company, provides factual content through multiple channels.
Market Cap
$160.8M
Pitch Price
$2.26
Price Target
N/A
Dividend
12.55%
EV/EBITDA
9.76
P/E
-639.45
EV/Sales
2.07
Sector
Entertainment
Category
growth
Long: CuriosityStream - Extensive SG&A cuts and strong growth in licensing and D2C being overlooked due to recent turnaround
CURI: SG&A cuts, licensing growth overlooked. AI training opportunity for low-cost revenue. Cost-cutting to reach EBITDA profitability by 2026. D2C upsell & ads to boost subs. Risks: partner dependency, content costs. AI licensing, cost control, AVOD/FAST expansion key catalysts. 30% cash, no debt.
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