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  "docSlug": "3544dfcc3316",
  "documentTitle": "Viacom (VIAB)",
  "authorId": "18_SpringOwl",
  "authorName": "Eric Jackson",
  "documentKindSlug": "activist-deck",
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  "presentationDate": "2016-01-13 00:00:00",
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  "pageNumber": 88,
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  "notes": "This is part of a multi-step value creation plan.",
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      "text": "If all aspects of our value creation plan are implemented by the company, we believe that Viacom’s common shares could trade at between $65-95.90/share, or up to 135% above current levels.",
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      "text": "If all aspects of our value creation plan are implemented by the company, we believe that Viacom's common shares could trade at between $65-95.90/share, or up to 135% above current levels.",
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      "text": "What we Haven't Factored Into a Future Share Price for Viacom is the Potential Value of New Hit Shows That get Developed in the Future Thanks to a New Creative Culture\nWhat's “The Walking Dead” Worth to AMC? A “Homeland” to Showtime? A “Game of Thrones” to HBO? Or a “Daily Show With Jon Stewart” vs. Trevor Noah to Viacom?\nHow Much in Additional Affiliate Revenue Fees, Increased Advertising, and Better Future Deals With Cable/Satellite Operators do New Hits Mean to Viacom's Stock Price?\nSince June 2011, AMC Networks' Stock is up 118% the Dow Jones Average Being up 41% and Viacom Being Down 21%\nAMC Shows the Model of How Consistent Development of Several Hit Shows can be Transformative to the Value of a Cable Network Business Even in the Face of Cord-Cutting Fears",
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      "text": "share price: $65-95.90",
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      "text": "Source: SpringOwl Asset Management LLC",
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      "kind": "title",
      "text": "Step 9: New Hit Shows Coming From A Transformed Creative Culture At The Company",
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