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LVS Advisory Defensive's investment thesis on Avid Technology ($AVID) — Q1 2023 | Buyside Digest

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$AVIDNASDAQAvid Technology

BEAR

LVS Advisory Defensive—AVID

Fund Letter

Q1 2023

Published April 13, 2023

View Fund Profile

Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

LVS exited its position in Avid because the streaming wars have concluded with Netflix emerging as the winner, leading other platforms to curb content spending. This shift limits...

— LVS Advisory Defensive

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