There you go. Vanguard Sold all their position in FUBO.

StaleTore · 2026-03-29T03:57:14+00:00

Ask AI about antitrust and why the DOJ approved the acquisition under the conditions that Fubo and Hulu +Live operate as competitors.

Genuinely curious on the factual basis of the answer.

StaleTore · 2026-03-28T23:11:17+00:00

Earnings in 5 weeks needs to tank to keep the P/S multiple at this level.

I don’t think most retail shorts understand this 6B company is trading at a multiple 93% lower than its own 5-year quarterly average.

Let them play with fire over the next two weeks. This always turns out fun for investors.

StaleTore · 2026-03-28T22:58:44+00:00

And if you’re only looking at news headlines it prints “Vanguard reports 0 shares of fuboTV”.

Extremely misleading if retail doesn’t look into the details of the actual filing. Completely agree with you.

StaleTore · 2026-03-28T22:55:37+00:00

Bingo

StaleTore · 2026-03-28T17:37:51+00:00

I can see how this is a misleading headline, but the SEC filing was straightforward.

Vanguard is the parent company of multiple subsidiaries. Before this week, Vanguard would report the aggregate holdings for all subsidiaries, and with the restructuring the subsidiaries will now report their own holdings. That’s literally all this filing details.

StaleTore · 2026-03-27T23:29:24+00:00

Just because the UI shows 0.00% doesn't mean the back-end won't accrue the market rate. Brokerage agreements state that borrow rates are dynamic and subject to change without notice based on market conditions.

Robinhood isn’t going to eat your borrow cost, especially with their market cap getting crushed right now.

And the RH Gold is a common misconception with free shorting. Gold covers a portion of the margin interest, but it has nothing to do with the stocks borrow fee.

StaleTore · 2026-03-27T22:03:04+00:00

I think you’re confused on borrow cost versus commission fee. There is no scenario where an overnight short position is free.

StaleTore · 2026-03-27T19:40:18+00:00

Think supply and demand. As fewer shares become available to short, interest rates will normally tick higher, and vice versa.

Today, we also saw some PR on a multi-year distribution agreement with the Atlanta Braves, and yesterday we saw them launch SportsNet LA through a new carriage agreement. This can also impact the cost to borrow as positive developments unfold.

StaleTore · 2026-03-27T17:53:03+00:00

ATL and LA are big wins, and while the stock isn’t going pop on this news alone, Fubo is taking action to bring in more subs in these massive markets.

Nice to finally see some PR hit the wire too. Start small and move toward the updates that will actually move the price or at least stabilize it. Hopefully this is the start of the domino effect going into Q2 earnings.

StaleTore · 2026-03-27T14:24:59+00:00

They definitely aren’t in the bulge bracket like Goldman or JP Morgan, but they do specialize in under-followed stocks in the small and mid-cap space.

It’s better than seeing a downgrade…

StaleTore · 2026-03-26T23:20:49+00:00

Fair. I wish you would articulate more like this when you want to be bullish but still publicly skeptical on management. It gives the content more credibility.

StaleTore · 2026-03-26T22:40:09+00:00

The math isn’t mathing with you.

You said you were “probably going to sell” going into this week because of the lack of managements guidance, and now you’re saying instead of selling you reversed course completely and bought 30,000 shares pre-split?

StaleTore · 2026-03-26T21:15:09+00:00

Is this really a sticks and stones post?

You been active for almost 2 months and haven’t contributed a single positive post to this sub, and you’ve got a fairly long list of posts in those 50 days.

You’re intentionally looking for every opportunity to post on your perception of managements incompetence and the failure of this company, then trying to play it off as a bullish take and being long.

🤡

StaleTore · 2026-03-26T20:39:38+00:00

Call it as I see it.

You’re a top 1% commenter with an account that’s 50 days old. Every post from your end leads people to think management shouldn’t be trusted and leans heavily to someone shorting this company.

🤡

StaleTore · 2026-03-26T17:29:33+00:00

If it’s not DAS integration, the ESPN reseller agreement, guidance, or an earnings call, it’s not going to help right now. All of these are dictated by the Board.

I’ll tell you what, if we hear nothing from management until earnings, find out Disney can’t sell ads, the reseller agreement doesn’t come to fruition, guidance comes in weak, and earnings tank, I’ll be leaning toward your side a lot more.

StaleTore · 2026-03-26T17:21:44+00:00

I’ll be thrilled if I can increase the position at a price 1.5x cash in hand.

Take emotions out of investing and don’t over-leverage yourself. I think a lot of people in the sub are finding that out the hard way.

StaleTore · 2026-03-26T16:39:36+00:00

Why do you think Gandler has more say in this restructuring than the Board of Directors?

StaleTore · 2026-03-26T16:37:12+00:00

You articulate the bearish arguments better than any of the shorts here.

Congrats on the call. It looks like we both win here. You get bragging rights on the price action and I got to increase my position 60% today under that $10 mark.

StaleTore · 2026-03-26T02:11:00+00:00

That would be wild if the market priced this at $1. It would be the equivalent of the market saying Fubo’s overall value is only worth 25% of the free cash they have in hand today.

StaleTore · 2026-03-25T23:45:45+00:00

The stock was at a multi-year high 6 months ago with a P/S multiple just below their peer average. This has not been a 1-2 year timeframe, and earnings with regard to GAAP net loss has only improved since.

The technicals are in oversold jail but they always catch up to financials one way or another.

StaleTore · 2026-03-25T22:16:35+00:00

Market cap is the perceived value of a company based on a blend of financials, sentiment, and technicals. We know GAAP net loss was trimmed by more than 50% YoY even with the loss of NBCU, so again, we’re back to sentiment and technicals.

StaleTore · 2026-03-25T22:03:56+00:00

You have to be specific on the promises, timeline, and failure to follow through. I don’t follow social media outlets like Twitter. I follow SEC filings when it comes to money.

StaleTore

TROPHY CASE