FOXA
4 tracked calls · 3 long · 1 short · last 90d: 2L/1S
first called by ThreadGuy 3mo ago
LONG4w ago
“I am bullish Fox because this will help them get better deal terms than they would have gotten without it... Fox never got in that race. They're never going to have to get into the race... I think tha”Yet Another Value Podcast
Fox skips the expensive streaming wars and buys the front door to 100 million connected TVs to lock down massive leverage over the entire media industry.
FOXALONG@ $50.26
$59.05+17.50%
since call Jun 28
peak +17.5%
SHORT1mo ago
“Fox has a 2026 PE of 10 times and it is valuing Roku at a 2026 PE of 57 times.”The Real Eisman Playbook · Steve Eisman
Fox falls as it overpays for Roku, valuing it at 57x earnings versus Fox at 10x
FOXASHORT@ $51.35
$59.05-15.00%
since call Jun 18
LONG1mo ago
“They have over 40% of the engagement with connected TVs … looking at the potential from an advertising standpoint and how many dollars are still yet to shift…”TBPN
Fox-Roku merger creates dominant ad-supported streaming platform with 40% of CTV watch time; ad dollars shift their way
FOXALONG@ $54.60
$59.05+8.15%
since call Jun 16
peak +8.2%
LONG3mo ago
“TMZ is legitimately saving politics. Because, brother, the only non-compromised news outlet they're the only news outlet that can report at least what appears…”ThreadGuy
TMZ's pivot to uncompromised DC reporting is forcing resignations and is a winning brand bet
FOXALONG@ $64.16
$59.05-7.96%
since call Apr 14