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AppLovin Corp.
AMC Networks Inc.
Discovery, Inc.
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DraftKings, Inc
Fox Corporation (FOXA)
IMAX Corporation
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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
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Discovery, Inc.
August 7, 2018
FIRST LOOK – In line revenue and Oibda; some below the line noise
By Vasily Karasyov
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August 7, 2018
Not great but not view-changing, still betting on deleveraging
By Vasily Karasyov
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June 4, 2018
Love golf but FOOD is important, too
By Vasily Karasyov
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May 11, 2018
A deep dive into synergies potential at international networks
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
Buy-rated; Q1 FY18 FIRST LOOK: Revenue & Oibda ahead, noise below the line
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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