Research Notes: Stocks In The News

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

📍 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.