Calls
5
#619
Alpha Score 38.8
Manuel Baigorri
Reporter, Bloomberg
Win Rate
60.0%
return
-5.5%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 11
$17.85
+0.2%
The Brazilian broadband market is extremely fragmented with 19,000 ISPs. The acquisition of Desktop by Claro is expected to trigger a consolidation wave. Listed regional ISPs like Desktop, Unifique, and Brisanet are well-positioned to benefit as acquirers or attractive M&A targets, having scaled from small entrepreneurs to publicly traded companies.
Telecom Operators
Long
Jun 11
$6.17
-9.4%
The Brazilian broadband market is extremely fragmented with 19,000 ISPs. The acquisition of Desktop by Claro is expected to trigger a consolidation wave. Listed regional ISPs like Desktop, Unifique, and Brisanet are well-positioned to benefit as acquirers or attractive M&A targets, having scaled from small entrepreneurs to publicly traded companies.
Telecom Operators
Long
Jun 17
$21.84
+3.5%
Starlink não vai destruir as operadoras brasileiras (Vivo, Tim, Claro) porque a fibra óptica é superior em qualidade e preço onde está presente. O satélite é imbatível apenas em áreas sem fibra, funcionando como um complemento e não como um substituto. Assim, a ameaça competitiva da Starlink é superestimada e as operadoras com infraestrutura de fibra mantêm sua posição.
Construction & Infrastructure
Long
Jun 17
$33.46
+6.2%
Starlink não vai destruir as operadoras brasileiras (Vivo, Tim, Claro) porque a fibra óptica é superior em qualidade e preço onde está presente. O satélite é imbatível apenas em áreas sem fibra, funcionando como um complemento e não como um substituto. Assim, a ameaça competitiva da Starlink é superestimada e as operadoras com infraestrutura de fibra mantêm sua posição.
Construction & Infrastructure
Long
Feb 27
$96.24
-28.1%
Netflix explicitly dropped out of the bidding war for Warner Bros., refusing to match Paramount's offer. NFLX shares popped nearly 9% on the news. This signals extreme capital discipline. By avoiding a messy, expensive integration and potential regulatory quagmire, Netflix preserves its balance sheet and focuses on organic growth while competitors dilute themselves through consolidation. LONG (Reward for capital discipline). Continued content fragmentation if the PARA/WBD entity becomes a stronger competitor.
Netflix explicitly dropped out of the bidding war for Warner Bros., refusing to match Paramount's offer. NFLX shares popped nearly 9% on the news. This signals extreme capital discipline. By avoiding a messy, expensive integration and potential regulatory quagmire, Netflix preserves its balance sheet and focuses on organic growth while competitors dilute themselves through consolidation. LONG (Reward for capital discipline). Continued content fragmentation if the PARA/WBD entity becomes a stronger competitor.
Streaming
Showing 5 of 5 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Manuel Baigorri has 5 trade ideas tracked on Buzzberg across 5 tickers since February 2026. Ranked #619 on the Buzzberg Alpha leaderboard. Most covered: DESK3.SA, FIQE3.SA, BRIT3.SA.
