TMT Pre-2Q Earnings: The TikTok Impact

291 Views12 Jul 2022 23:26
TikTok is wreaking havoc on the advertising and streaming ecosystems by stealing attention. META is best positioned to respond, NFLX is least well positioned. Long META/Short NFLX into earnings.
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Aaron Gabin
TMT & Consumer Independent Equity Research Analyst
Obex Capital Research
United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)
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