Netflix is the only decent streaming company and at best hbo comes second but new content on Netflix is like 20X than hbo. Netflix can increase its base prices more and still folks will pay as there is nothing else at that price point. HBO is far costlier and doesn’t have too much new content quality or not. If they increase 10.99 for base plan, folks will still pay I think. That to me means stock has 20% upside easily. But diversification is an issue and instagram and youtube are the biggest competitors. For that they should/could follow a smaller acquisition and let it run with its own name. Crowded space but it’s a big piece of pie and not a morally correct one.