ViacomCBS Inc. Class B (VIAC)

Some of my longs that I have mentioned recently include , , , , , , (spec), (spec), , , , , and .

I added to , , , , and this morning.

* Added to short September $424 puts ($12.98) * Added to , , (spec), longs * Added to short

In the matter of ViacomCBS , here.

I have added to my streamers today -- AT&T , Discovery  and Viacom . Positions are getting more material.

I added small to ViacomCBS  in premarket trading at $41.65.  

I have added to Viacom on the move lower and I have sold some VIAC July (next Friday) $43 puts.  

* Treading slowly as I build up a (small) net short book * I am often wrong and always in doubt  For reasons mentioned daily in my Diary I find myself, today, nearly at the polar opposite of the bullish cabal. That election is based on fundamental a...

This tweet is moving ViacomCBS now: BREAKING: Biggest takeaway from the #SunValley Allen & Co conference: Shari Redstone made it clear she's shopping @ViacomCBS and not just to @comcast. Second biggest takeaway: The security acted like bigger asshol...

Big reversal in ViacomCBS this afternoon. We picked up some more on the early morning weakness.

I added to my short in the SPDR S&P 500 August (monthly) $430 calls on the opening. I also added to ViacomCBS this morning on weakness.

Over the weekend Charlie Gasparino stirred up the ViacomCBS takeover story: SCOOP (1/3): Shari Redstone held "multiple level-one" (very preliminary merger) meetings with other media CEOs at #SunValley making it clear she was shopping @ViacomCBS, sou...

I am adding to ViacomCBS  and Discovery  now.

I continue to pick at and longs, and I have added (small) to my and shorts at $431.81 and $357.05, respectively.  

I am bidding for ViacomCBS (below the market) and offering Beyond Meat  short (above the market).  I will try to publish a new "Levels" column early tomorrow morning.

, and were my recent Trades of the Week.  Apparently I was a week early!

* "Group Stink" stunk up the joint in the first half of the year * The last half of the year likely holds some more surprises as the bull market in complacency could peak * Look for the unexpected As we move this week to the end of the quarter, and ...

Bidding for more ViacomCBS  and Discovery  now.

If I was active I would be buying more ViacomCBS here at $41.65.

* Linear TV network demand is surprisingly strong * Scatter pricing is at all time highs Contrary to general expectations, the post pandemic upfront TV market is robust with double digit ad growth.   This is unexpected and could result in an improvi...

"Just one more thing." - Lt Columbo   I just sent this email to Melissa Lee on "Fast Money" about AMC . Here are some of my points: 1. AMC has not materially improved its balance sheet -- look at net debt, it has barely budged. The recent Mudrick de...

As I am now only three trading days away from my hedge fund launch I am liquidating my entire equity positions in order to get liquid to make a contribution into Seabreeze Capital Partners LP. This afternoon I have sold ViacomCBS , Disney , Twitter ...

From Light Shed Partners Rich Greenfield (check out the multiples to EBITDA on our value plays, Viacom and Discovery ): My twitter account has been attacked by 1000's of hateful and harrassing tweets from the AMC retail "mob" (we've blocked over 7,0...

* The "I told you so crowd" is growing more boastful * And, that alone, is a reason to be concerned * The odor of "Group Stink" is strong these days "You don't realize how easy this game (of baseball) is until you get up in that broadcasting booth."...

It was a glorious day in the market without memory from day to day.   Up from flagpole to that's all (an old horse racing term!), market breadth was excellent (2,200 upside, 1,000 downside at 3:38 p.m.).   However, with systemic products and strateg...