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u/HLMEHU
Reddit r/wallstreetbets
Винрейт
100.0%
доходность
+11.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
27 июл
$8.64
+11.6%
Fubo trades at 0.16x sales; Disney reimbursement reduces annual cost shortfall by ~$188M by 2028, and H1 EBITDA already hit $79M vs full-year guide of $80–$100M. The combination of a low valuation floor, imminent cost improvements, and high short interest (24.8% of float) creates asymmetric upside on any positive earnings catalyst. Long Fubo as a deep-value, catalyst-driven play — the market has not priced in the margin expansion from the Disney deal or the likely guidance raise. If second-half costs spike unexpectedly, earnings miss could trigger a short-term selloff; Disney deal execution risk; continued subscriber churn or competition.
Fubo trades at 0.16x sales; Disney reimbursement reduces annual cost shortfall by ~$188M by 2028, and H1 EBITDA already hit $79M vs full-year guide of $80–$100M. The combination of a low valuation floor, imminent cost improvements, and high short interest (24.8% of float) creates asymmetric upside on any positive earnings catalyst. Long Fubo as a deep-value, catalyst-driven play — the market has not priced in the margin expansion from the Disney deal or the likely guidance raise. If second-half costs spike unexpectedly, earnings miss could trigger a short-term selloff; Disney deal execution risk; continued subscriber churn or competition.
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У u/HLMEHU на Buzzberg отслеживается 1 торговых идей по 1 тикерам с июля 2026. Чаще всего покрывает: FUBO.
