VIACP News and Press, ViacomCBS Inc. 5.75% Series A Mandatory Convertible Preferred Stock

The following slide deck was published by ViacomCBS Inc. in conjunction with their 2022 Q4 earnings call. For further details see: ViacomCBS Inc. 2022 Q4 - Results - Earnings Call Presentation

ViacomCBS plunged after Q4-2021 results. The company was criticized for pushing harder into streaming. We think the results were good and the stock represents an opportunity on this pullback. For further details see: The ViacomCBS Put Remains In Place

ViacomCBS Inc. (VIAC) Q4 2021 Earnings Conference Call February 15, 2022, 4:15 PM ET Company Participants Anthony DiClemente - Head, Investor Relations Bob Bakish - President and CEO Tom Ryan - President and CEO, Streaming Tanya Giles - Chief Programming Officer Pablo Schreiber - Master Chief...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. We believe the shift from pandemic to endemic, and result...

Retail tax loss selling and institutional portfolio window dressing can artificially depress underperforming stocks in the final trading days of the calendar year. Buying a basket of underperformers, the goal is to outperform the S&P 500 by five percentage points at some point dur...

Ariel Investments’ 13F portfolio value increased from $10.64B to $10.94B this quarter. They increased Madison Square Garden Entertainment, Madison Square Garden Sports, and ADT Inc. while decreasing Meredith Corp, Vail Resorts, and Keysight Technologies. The top three posit...

ViacomCBS shares have been in a strong downtrend. The common shares have dragged down the preferred shares, which now yield over 11%. Real "yield" to conversion is a negative 14%. We examine the prospects in light of tax-loss selling. For further details see: ViacomC...

Glenview Capital Management’s 13F portfolio value decreased from $5.96B to $5.46B this quarter. The number of positions decreased from 64 to 59. They increased Baxter International and Uber Technologies while decreasing ViacomCBS and dropping Walgreens Boots Alliance. The t...

ViacomCBS Inc. (VIAC) UBS Global TMT Virtual Conference December 07, 2021 09:00 AM ET Company Participants Bob Bakish - CEO Conference Call Participants John Hodulik - UBS Presentation John Hodulik Good morning, everybody. I’m John Hodulik, Media and Telecom Analyst here at UBS. Welcom...

David Tepper’s 13F portfolio value decreased from $4.83B to $4.20B this quarter. Appaloosa increased Macy's & Goodyear Tire while reducing Amazon, Micron, and Visa. Alphabet, Meta Platforms, T-Mobile US, Amazon, and Occidental Petroleum are the five largest positions. ...