Calls
3
David Joyce
Head of Digital Assets, Citi
Win Rate
0.0%
return
-14.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 29
$147.34
-10.8%
Comcast’s spin-off of NBCUniversal creates pure-play content and distribution companies, giving them cleaner, more flexible paths to partnerships and M&A. Comcast is likely to be an acquirer, with interest in telecom assets and data centers. Charter Communications also benefits from speculation that Comcast may acquire it after the split.
Telecom Operators
Long
Jun 29
$24.33
-2.2%
Comcast’s spin-off of NBCUniversal creates pure-play content and distribution companies, giving them cleaner, more flexible paths to partnerships and M&A. Comcast is likely to be an acquirer, with interest in telecom assets and data centers. Charter Communications also benefits from speculation that Comcast may acquire it after the split.
Streaming
Long
Apr 16
$98.90
-30.1%
Netflix is a growth company with low double-digit topline growth, margin expansion despite investments in events and sports, and new engagement avenues like video gaming, making it a core holding in the sector with growth characteristics that the market favors.
Streaming
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David Joyce has 3 trade ideas tracked on Buzzberg across 3 tickers since April 2026. Most covered: NFLX, CMCSA, CHTR.
