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Radar Rating
Good
5-dimension analyst performance assessment
Total Analyses
44
Buy
17
Sell
7
Hold
20
Unique Assets
10
Active Days
124+
David Faber analyzes Victory Capital's new high-value acquisition bid for Janus Henderson and the competitive environment following Nelson Peltz's existing offer.
* Does not constitute investment advice
David Faber examines the technical outlook and market performance of FSK, a KKR-related entity that has recently experienced a decline in value.
* Does not constitute investment advice
The speaker evaluates Victory Capital's aggressive growth strategy, the financial structure of its Janus Henderson bid, and the company's market multiples.
* Does not constitute investment advice
The speaker discusses Netflix's matching rights and strategic options in the face of Paramount's superior offer.
* Does not constitute investment advice
The speaker analyzes the new market dynamics and regulatory assurances following Paramount's increased offer to $31 for Warner Bros. Discovery.
* Does not constitute investment advice
The speaker evaluates Paramount's leading position in the bidding war and its financial commitment processes with lending banks.
* Does not constitute investment advice
Examines Paramount's new offer for the Warner Bros. Discovery merger and Larry Ellison's potential financial support.
* Does not constitute investment advice
Evaluates the latest developments in Warner Bros. Discovery's merger process with Netflix and ongoing negotiations with Paramount.
* Does not constitute investment advice
Analyzes Netflix's position in the strategic merger agreement and recent sharp stock price movements.
* Does not constitute investment advice
The speaker examines the pressure on the company regarding whether to raise its bid for Warner Bros. Discovery and the necessity to decide before the upcoming vote.
* Does not constitute investment advice
