Editor’s Note about publication time: This article was written and submitted by the contributor prior to market trading on October 31st, a day in which shares of GAIA rallied by more than 10%.
Gaia, Inc. (NASDAQ:GAIA) is a situation where Mr. Market appears willing to pay you several million dollars to own a nichey, asset light, negative working capital, highly scalable streaming video-on-demand (“VOD”) business that is led by an owner/operator serial entrepreneur with an enviable track record. The VOD business has reached scale and can be profitable at growth rates of ~30%, but the company is forecasting subscriber growth of 50-80% per year over the next three years, and funding this growth means that the business will lose money in …
Read the full article at: http://seekingalpha.com/article/4017250-asset-light-streaming-video-business-liquidation-value-gaia-inc