Emmanuel McGrory

Deals Editor, Bloomberg

· tracked since Feb 2026

Calls 3 2 Posts tracked · 0.0/day

Calls

7d 0

30d 0

90d 0

Best Calls

NFLX long +6.4%

PSKY long +1.3%

Worst Calls

WBD long -3.5%

Most Mentioned

WBD ×1

NFLX ×1

PSKY ×1

Recent Calls

NFLX long 3 months ago

PSKY long 3 months ago

WBD long 3 months ago

Win Rate 67% Long 3 Short 0

Win Rate

7d 67%

30d 33%

90d 33%

Average Return +1.4% Long Return +1.4% Short Return -

Average Return

7d +1.5%

30d +2.7%

90d +2.9%

Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

NFLX Netflix, Inc. Netflix, Inc.

Long

Feb 16

$76.87

+6.4%

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).

Consumer

YOUTUBE

PSKY Paramoun... Paramount Skydance ...

Long

Feb 16

$10.32

+1.3%

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).

Consumer

YOUTUBE

WBD Warner B... Warner Bros. Discov...

Long

Feb 16

$27.99

-3.5%

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).

Consumer

YOUTUBE

Showing 3 of 3 picks · sorted by mentions