Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
Paramount Global (PARA US)
Watchlist
121
Analysis
Consumer Discretionary
•
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.
more
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bullish
•
The Walt Disney Co
•
06 May 2020 20:48
Disney Revisited: Still a Long (Time From Now), When People Are (No Longer) Far Far Away.
We wrote about Disney at the outset of COVID-19, thinking that its dramatic drawdown was overdone – essentially arguing that consumer behavior...
Aaron Gabin
Follow
341 Views
Share
bearish
•
Thematic (Sector/Industry)
•
20 Apr 2020 07:00
Coronavirus as Secular Accelerator II: US Media/Telco Edition
In our weekly notes, we’ve been circling around an insight that is beginning to crystallize. Covid 19 is an accelerator of secular shifts in...
Aaron Gabin
Follow
262 Views
Share
bullish
•
Thematic (Sector/Industry)
•
12 Apr 2020 01:27
Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/10/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
Aaron Gabin
Follow
320 Views
Share
bullish
•
The Walt Disney Co
•
09 Mar 2020 08:24
TMT Corona Virus Selloff Opportunities: Disney
We write this note as we see US futures trading down close to 5%. So...there is a good chance Disney becomes even more attractive tomorrow....
Aaron Gabin
Follow
327 Views
Share
bullish
•
Viacom Inc Class B
•
05 Apr 2018 01:29
CBS-Viacom M&A: The Second Time a Charm?
CBS Corporation (CBS US) has made an opening bid to acquire Viacom Inc Class A (VIA US) while VIA counters the offer immediately. Even at share...
Johannes Salim, CFA
147 Views
Share
First
Previous
4
5
6
7
8
9
10
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.33.7
x