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Paramount Global (PARA US)
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121
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Consumer Discretionary
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United States
Paramount Global operates as a media company. The Company produces and distributes entertainment content through studios, networks, streaming services, live events, and merchandise. Paramount Global serves customers worldwide.
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bearish
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Intel Corp
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27 Jun 2021 03:54
TMT Weekly: 3 Things That Stood Out the Week of 6/25/2021
We think Intel's restructuring is a means of burying its coming market share loss driven margin declines, while Comcast rumors are nonsensical....
Aaron Gabin
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246 Views
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bullish
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Warner Bros Discovery
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07 Jun 2021 21:54
MergerTalk: Why Market Apathy To Discovery's Merger With WarnerMedia Is A Gift To Value Investors
The proposed merger of AT&T's WarnerMedia with Discovery has real shot of being a significant global competitor to leading streaming services...
Robert Sassoon
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266 Views
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bearish
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Netflix Inc
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21 Apr 2021 20:00
Netflix 1Q21: We Ran Out of Content
Netflix just issued its weakest guidance in years. We think subscriber growth will reaccelerate in a few quarters, making Netflix a sneaky long by...
Aaron Gabin
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293 Views
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bullish
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Alibaba Group Holding
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07 Apr 2021 14:29
China ADRs Quick Update - SEC, Archegos, Blocks - Showing Signs of Life
On 29 Mar, we spoke about the Archegos driven correction, that had followed close on the heals of the SEC driven correction for the sector. In this...
Sumeet Singh
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292 Views
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bullish
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Meta Platforms (Facebook)
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23 Mar 2021 23:03
Whatever Happened to FANG? Why Its Time to Reload on Large Cap Growth
Macro tends to control the market in between earnings seasons, when fundamental performance matters less. As we approach 1Q21 earnings in a few...
Aaron Gabin
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232 Views
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