Calls
2
Alex Fitch
Partner and Portfolio Manager, Harris Oakmark
Win Rate
-
return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 21
$83.00
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Netflix is the incumbent bidder for Warner Bros. Discovery and would be the best steward because its platform can exploit the entire Warner library, as shown by reviving older content like Suits. Unless Paramount makes a substantially superior offer, the deal is Netflix's to lose.
Streaming
Long
Jan 21
$28.24
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Warner Bros. Discovery is the target of a two-bidder contest between Netflix and Paramount. Both find the asset highly accretive, and Harris Oakmark sees room for both to raise valuations while still delivering a good deal for shareholders. As a top-five shareholder, Harris Oakmark expects the bidding tension to support WBD value; Paramount must act urgently, while Netflix is the incumbent with the deal to lose.
Streaming
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Alex Fitch has 2 trade ideas tracked on Buzzberg across 2 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
