Tom Rogers

Media Mogul
@TRgetMedia · tracked since Jan 2026
Calls
2
Win Rate
0.0%
return
-27.6%
Calls 2 4 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 2 Short 0
Win Rate
7d 50%
30d 50%
90d 50%
Average Return -27.6% Long Return -27.6% Short Return -
Average Return
7d -3.9%
30d -15.6%
90d -20.6%
Visual Insights Log in to see more
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
CHTR 1ST Charter ... Charter Communications
Long
Apr 17
$239.99
-44.4%
Charter's bundling strategy is reducing churn.
Charter has taken the lead in packaging streaming channels with the cable bundle, and initial results are successful with reduced churn and subscriber gains for the cable programming bundle, indicating a positive development for the company.
Telecom Operators
YOUTUBE
NFLX Netflix, Inc. Netflix, Inc.
Long
Feb 26
$84.59
-10.8%
Rogers notes that Netflix avoided an "$80 billion plus investment in Warner" and highlights that Netflix's streaming EBITDA is "over seven times what Disney's is." By not pursuing a mega-merger with a legacy media company (WBD), Netflix avoids inheriting massive debt and declining cable assets. This "unleashes" them to focus purely on growth, content, and AI, maintaining their superior balance sheet and profitability margins compared to peers. Long. The market is rewarding Netflix for staying disciplined and remaining a pure-play streamer while competitors drown in leverage and legacy decay. AI-generated content lowering barriers to entry for competitors; potential regulatory shifts.
Rogers notes that Netflix avoided an "$80 billion plus investment in Warner" and highlights that Netflix's streaming EBITDA is "over seven times what Disney's is." By not pursuing a mega-merger with a legacy media company (WBD), Netflix avoids inheriting massive debt and declining cable assets. This "unleashes" them to focus purely on growth, content, and AI, maintaining their superior balance sheet and profitability margins compared to peers. Long. The market is rewarding Netflix for staying disciplined and remaining a pure-play streamer while competitors drown in leverage and legacy decay. AI-generated content lowering barriers to entry for competitors; potential regulatory shifts.
Streaming
YOUTUBE
Showing 2 of 2 calls · sorted by mentions

Tom Rogers has 2 trade ideas tracked on Buzzberg across 2 tickers since January 2026. Most covered: NFLX, CHTR.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology