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AppLovin Corp.
AMC Networks Inc.
Discovery, Inc.
DoubleVerify
DraftKings, Inc
Enphase Energy Inc (ENPH)
Fox Corporation (FOXA)
IMAX Corporation
Lionsgate
LiveRamp Holdings, Inc.
Magnite, Inc
MSG Networks Inc.
Pubmatic
Reddit, Inc.
Roku, Inc.
Sinclair Broadcast Group, Inc.
TEGNA Inc.
The New York Times Co
The Trade Desk, Inc.
The Walt Disney Company
Unity Software Inc
Vizio
World Wrestling Entertainment, Inc.
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All Reports
May 9, 2018
A good quarter, may not be good enough for the stock though
By Vasily Karasyov
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May 9, 2018
Better cost synergies, faster de-leveraging; reiterate Buy
By Vasily Karasyov
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May 8, 2018
Q2 FY18 FIRST LOOK: Parks and Film Stand Out
By Vasily Karasyov
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May 8, 2018
Buy-rated; Q1 FY18 FIRST LOOK: Revenue & Oibda ahead, noise below the line
By Vasily Karasyov
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May 3, 2018
FIRST LOOK: Ad revenue light, everything else in line
By Vasily Karasyov
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May 3, 2018
Waiting for stock buyback
By Vasily Karasyov
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April 30, 2018
Waiting not over yet; initiating with a Neutral, PT $104
By Vasily Karasyov
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April 30, 2018
A simple case of FCF growth; initiating with a Buy rating, PT $27
By Vasily Karasyov
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April 30, 2018
Favorable competitive landscape and upside to estimates; initiating with a Buy
By Vasily Karasyov
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April 30, 2018
Buy for de-leveraging and synergies; initiating with a Buy rating, PT $28
By Vasily Karasyov
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April 30, 2018
Tough and unclear yet when it gets better; initiating at Neutral
By Vasily Karasyov
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