Simon Gallagher

Managing Director at SPG
· tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
NFLX long -15.0%
Most Mentioned
NFLX ×1
Recent Calls
NFLX long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 0%
Average Return -15.0% Long Return -15.0% Short Return -
Average Return
7d +2.2%
30d -3.4%
90d -10.6%
Result
Result
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Thesis
Theme
Source
NFLX Netflix, Inc. Netflix, Inc.
Long
Feb 28
$96.24
-15.0%
Netflix walked away from the Warner Bros. Discovery deal and received a $2.8B termination fee. Netflix avoids a messy integration and inherits a massive cash injection, reinforcing its balance sheet while competitors (Paramount/WBD) get bogged down in debt and restructuring. LONG Netflix as the clear winner of the streaming consolidation wars without the baggage of legacy assets. Valuation concerns or slowing subscriber growth.
Netflix walked away from the Warner Bros. Discovery deal and received a $2.8B termination fee. Netflix avoids a messy integration and inherits a massive cash injection, reinforcing its balance sheet while competitors (Paramount/WBD) get bogged down in debt and restructuring. LONG Netflix as the clear winner of the streaming consolidation wars without the baggage of legacy assets. Valuation concerns or slowing subscriber growth.
Consumer
YOUTUBE
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