Calls
3
Emmanuel McGrory
Deals Editor, Bloomberg
Win Rate
100.0%
return
+4.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 16
$76.87
+7.2%
Warner Bros. Discovery (WBD) is considering reopening sales talks with Paramount (PARA) after Paramount submitted amended terms. The transcript explicitly mentions this could "reignite a second bidding war with Netflix." If WBD re-engages, it puts a floor under PARA's stock price and signals consolidation in the media sector. LONG PARA as the acquisition target; WATCH WBD/NFLX for volatility around deal terms. Regulatory hurdles or deal talks collapsing again (as they have previously).
Warner Bros. Discovery (WBD) is considering reopening sales talks with Paramount (PARA) after Paramount submitted amended terms. The transcript explicitly mentions this could "reignite a second bidding war with Netflix." If WBD re-engages, it puts a floor under PARA's stock price and signals consolidation in the media sector. LONG PARA as the acquisition target; WATCH WBD/NFLX for volatility around deal terms. Regulatory hurdles or deal talks collapsing again (as they have previously).
Streaming
Long
Feb 16
$10.32
+5.9%
Warner Bros. Discovery (WBD) is considering reopening sales talks with Paramount (PARA) after Paramount submitted amended terms. The transcript explicitly mentions this could "reignite a second bidding war with Netflix." If WBD re-engages, it puts a floor under PARA's stock price and signals consolidation in the media sector. LONG PARA as the acquisition target; WATCH WBD/NFLX for volatility around deal terms. Regulatory hurdles or deal talks collapsing again (as they have previously).
Warner Bros. Discovery (WBD) is considering reopening sales talks with Paramount (PARA) after Paramount submitted amended terms. The transcript explicitly mentions this could "reignite a second bidding war with Netflix." If WBD re-engages, it puts a floor under PARA's stock price and signals consolidation in the media sector. LONG PARA as the acquisition target; WATCH WBD/NFLX for volatility around deal terms. Regulatory hurdles or deal talks collapsing again (as they have previously).
Streaming
Long
Feb 16
$27.99
+1.2%
Warner Bros. Discovery (WBD) is considering reopening sales talks with Paramount (PARA) after Paramount submitted amended terms. The transcript explicitly mentions this could "reignite a second bidding war with Netflix." If WBD re-engages, it puts a floor under PARA's stock price and signals consolidation in the media sector. LONG PARA as the acquisition target; WATCH WBD/NFLX for volatility around deal terms. Regulatory hurdles or deal talks collapsing again (as they have previously).
Warner Bros. Discovery (WBD) is considering reopening sales talks with Paramount (PARA) after Paramount submitted amended terms. The transcript explicitly mentions this could "reignite a second bidding war with Netflix." If WBD re-engages, it puts a floor under PARA's stock price and signals consolidation in the media sector. LONG PARA as the acquisition target; WATCH WBD/NFLX for volatility around deal terms. Regulatory hurdles or deal talks collapsing again (as they have previously).
Streaming
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Emmanuel McGrory has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: WBD, NFLX, PSKY.
