Calls
4
Blair Effron
Co-Founder, Centerview Partners
Win Rate
25.0%
return
-0.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 17
$97.67
-0.1%
In media, the winning companies will be those that effectively combine technology with content. Disney is making clear progress in that direction, and the planned Paramount-Skydance deal is specifically built on that marriage. These two companies are better positioned than larger tech platforms that lack creative DNA.
Streaming
Long
Jul 19
$68.95
+0.3%
Scale matters in media as companies become technology firms. Netflix and Disney lead with high streaming margins (30% and 12%) and progress in combining content with technology, positioning them as winners in the consolidation trend.
Streaming
Long
Jul 17
$23.85
-0.3%
Comcast's move to separate its mature distribution business from its vibrant content business is aligned with industry consolidation trends and will give the company more strategic choice, unlocking value.
Streaming
Long
Jul 17
$8.80
-0.6%
In media, the winning companies will be those that effectively combine technology with content. Disney is making clear progress in that direction, and the planned Paramount-Skydance deal is specifically built on that marriage. These two companies are better positioned than larger tech platforms that lack creative DNA.
Streaming
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Blair Effron has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: DIS, NFLX, PSKY.
