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Paramount Global (PARA US)
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121
Analysis
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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bullish
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The Walt Disney Co
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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
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347 Views
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bearish
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Thematic (Sector/Industry)
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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
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266 Views
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bullish
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Thematic (Sector/Industry)
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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
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328 Views
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bullish
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The Walt Disney Co
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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
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333 Views
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bullish
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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
151 Views
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