Overlooked Alpha

Overlooked Alpha

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Overlooked Alpha
Research Notes: Stocks In The News
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Research Notes: Stocks In The News

Thoughts on streaming, de-SPACs, CrowdStrike and TSLA (again)

Overlooked Alpha
Dec 01, 2022
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Research Notes: Stocks In The News
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📍 TLDR

  • News at AMC Networks highlights the risk to media stocks — even Disney.

  • The rally in TBLA might not be as crazy as it seems.

  • Rumors of a Talkspace buyout seem likely to have echoes in a number of other newly public stocks.

  • Still short TSLA - and still nervous about it.

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