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CMCSA , VIAC , ROKU , AAPL , AMZN , GOOGL

+32 pts



$CMCSA - Goldman says merger with $VIAC would add scale but increase exposure to cord-cutting, buying $ROKU would add streaming scale but be in direct competition with tech giants

By labjordan on June 25, 2021, 10:46 a.m.
Tagged topics: scale benefits , market chatters , mergers and acquisitions , Goldman Sachs , media

Views: 130, Votes: 1, Responses: 0, Attachments: 4
NFLX , VIAC

+10 pts





By jojohnfoley98hnfoley98 on June 21, 2021, 11:11 p.m.
Tagged topics: buying opportunity , streaming , share buyback , subscriber growth , analyst top pick , tough comps , BMO , media , long-short , password sharing , SVOD increasing , streaming wars

Views: 1, Votes: 1, Responses: 0, Attachments: 0
NFLX , FOXA , VIAC , DISCA

+33 pts



$NFLX - Morgan Stanley expects Netflix to achieve Investment Grade rating within a year

By mooreideas on June 9, 2021, 10:26 a.m.
Tagged topics: Morgan Stanley , debt analyst , investment grade , debt upgrade , WarnerMedia , improving cash flows

Views: 186, Votes: 2, Responses: 0, Attachments: 16
NFLX , VIAC

+5 pts





By Noto on June 4, 2021, 3:43 p.m.
Tagged topics: streaming , share buyback , subscriber growth , SVOD , analyst top pick , tough comps , BMO , media , long-short , password sharing

Views: 1, Votes: 1, Responses: 0, Attachments: 0
NFLX , VIAC

+12 pts





By yrc7777 on June 4, 2021, 12:52 p.m.
Tagged topics: streaming , share buyback , subscriber growth , SVOD , analyst top pick , tough comps , BMO , media , long-short , password sharing

Views: 5, Votes: 1, Responses: 1, Attachments: 0
VIAC

+6 pts





By SRandA on May 7, 2021, 1:18 p.m.
Tagged topics: buying opportunity , management commentary , analyst checks , streaming , Goldman Sachs , undervalued , market mispricing

Views: 3, Votes: 2, Responses: 0, Attachments: 0
VIAC

+40 pts



$VIAC - Needham says VIAC is escalating the content wars, recommends stock because streaming assets are worth more than its market cap

By labjordan on May 7, 2021, 12:10 p.m.
Tagged topics: buying opportunity , discount valuation , streaming , earnings results , Needham , media , content wars

Views: 241, Votes: 8, Responses: 0, Attachments: 9
VIAC

+5 pts



VIAC is a buy

By johnny1xy on April 1, 2021, 3:33 p.m.
Tagged topics: buying opportunity , management commentary , analyst checks , streaming , Goldman Sachs , undervalued , market mispricing

Views: 5, Votes: 1, Responses: 0, Attachments: 0
VIAC

+54 pts



$VIAC - Goldman says they have greater conviction that VIAC's streaming biz is undervalued after meeting with senior management

By labjordan on April 1, 2021, 3:13 p.m.
Tagged topics: buying opportunity , management commentary , analyst checks , streaming , Goldman Sachs , undervalued , market mispricing

Views: 313, Votes: 8, Responses: 2, Attachments: 4
NFLX , DIS , VIAC

+6 pts



Even at $55-60, the stock would still be at a discount...

By puckerman17 on March 30, 2021, 12:14 p.m.
Tagged topics: buying opportunity , positive catalyst , discount valuation , streaming , Goldman Sachs , buy the dip , undervalued

Views: 4, Votes: 2, Responses: 0, Attachments: 0