Investors / stance tracking
What Andrew Bary is saying
FollowFollowingUnfollowSenior Editor, Barron's
Media
13 dated public stances tracked since 2023-01-07, most recently 2025-12-23. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Andrew Bary's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Andrew Bary is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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13
tracked stances
11
themes
1
side flips
2025-12-23
last heard
Returns 90d -2.9% 50% correct · 12 calls · 180d +0.8% 67% correct · 12 calls
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|---|---|---|---|---|
| 2025-12-23 | long DIS / short NFLX | pair | -6.7% | +6.3% | — |
| 2025-12-23 | V | bullish | -13.7% | -7.2% | — |
| 2025-12-23 | SLG | bullish | -12.8% | +13.5% | — |
| 2025-12-23 | MSGS | bullish | +20.8% | +44.2% | — |
| 2025-12-23 | FLUT | bullish | -50.1% | -55.5% | — |
| 2025-12-23 | ENERGY | bullish | +34.9% | +23.2% | — |
| 2025-12-23 | DIS | bullish | -13.5% | -9.5% | — |
| 2025-12-23 | CMCSA | bullish | +6.7% | -17.0% | — |
| 2025-12-23 | BMY | bullish | +6.3% | +3.0% | — |
| 2025-12-23 | AMZN | bullish | -9.5% | +0.3% | — |
| 2023-01-07 | MUNIS | bullish | +1.7% | +0.5% | +4.3% |
| 2023-01-07 | ENERGY | bearish | +0.8% | +7.6% | +0.5% |
View flips
Where the tracked view on a theme reversed between appearances — bullish to bearish or back. Dates are the episodes on each side of the turn.
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| ENERGY | 2 | 1 bullish / 1 bearish | 2025-12-23 | |
| AMZN | 1 | 1 bullish | 2025-12-23 | |
| BMY | 1 | 1 bullish | 2025-12-23 | |
| CMCSA | 1 | 1 bullish | 2025-12-23 | |
| DIS | 1 | 1 bullish | 2025-12-23 | |
| FLUT | 1 | 1 bullish | 2025-12-23 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-12-23
long DIS / short NFLX
pair
Barron's Roundtable · video
Disney and Netflix have roughly equal net income but Netflix trades at twice Disney's market cap, making long DIS / short NFLX an attractive relative-value trade as the gap is already beginning to close
“Disney versus Netflix could be an interesting trade for 2026”
90d -6.7% · 180d +6.3%
Andrew Bary’s Top Stocks for 2026 | Barron's Streetwise
Worst-performing Mag 7 stock trades under 30x 2026 earnings — below Walmart and Costco — despite being a double-digit earnings grower with dominant e-commerce and cloud franchises plus a high-margin $75B advertising business
“it's a double-digit earnings grower with two phenomenal franchises”
90d -9.5% · 180d +0.3%
Andrew Bary’s Top Stocks for 2026 | Barron's Streetwise
Bristol-Myers is a 'have not' in pharma trading at under 10x PE with nearly a 5% dividend yield and an underappreciated pipeline including a potentially meaningful Alzheimer's drug
“it's trading cheaply now, nearly a 5% dividend yield”
90d +6.3% · 180d +3.0%
Andrew Bary’s Top Stocks for 2026 | Barron's Streetwise
Comcast trades at roughly 6x 2026 earnings with a ~5% dividend and a potential spin-off of NBCUniversal as a near-term catalyst, plus possible activist pressure given the Roberts family's thin 1% economic control stake
90d +6.7% · 180d -17.0%
Andrew Bary’s Top Stocks for 2026 | Barron's Streetwise
Exxon is the highest-quality operator in an out-of-favor oil sector, trading at ~15x forward earnings with a 3% dividend and a production growth runway in the Permian Basin and Guyana
90d +34.9% · 180d +23.2%
Andrew Bary’s Top Stocks for 2026 | Barron's Streetwise
Flutter/FanDuel is the global online sports betting leader with 40% earnings growth trading at ~20x 2026 earnings; prediction-market competition is overstated because complex parlays and prop bets are structurally hard to replicate, and S&P 500 inclusion is a…
90d -50.1% · 180d -55.5%
Andrew Bary’s Top Stocks for 2026 | Barron's Streetwise
2025-12-23
MSGS
bullish
Barron's Roundtable · video
Madison Square Garden Sports trades at a ~$5.5B market cap while the Knicks alone are worth ~$10B and the Rangers ~$3-4B, with the Dolan discount potentially closing via activist pressure, partial team sales, or a team-level stock split
“at 5 billion, you're paying a very big discount to the value of the two teams”
90d +20.8% · 180d +44.2%
Andrew Bary’s Top Stocks for 2026 | Barron's Streetwise
SL Green's stock trades in the mid-40s against a company-estimated NAV well above $70/share with a 5%+ dividend, and fears about NYC's new mayor are misplaced because proposed rent freezes target apartments, not commercial leases
90d -12.8% · 180d +13.5%
Andrew Bary’s Top Stocks for 2026 | Barron's Streetwise
Visa is a high-quality compounder that has lagged the market in 2025 despite a durable near-monopoly on card payments that benefits structurally from the global shift away from cash, growing earnings at a low-double-digit to mid-teens rate
90d -13.7% · 180d -7.2%
Andrew Bary’s Top Stocks for 2026 | Barron's Streetwise
Disney trades at ~16-17x 2026 earnings with ~10% projected EPS growth yet at half the market cap of Netflix despite similar net income, with Bob Iger's year-end CEO departure and the Warner Brothers bidding war as potential re-rating catalysts
“Netflix has twice the market cap. I just don't think that's justified”
90d -13.5% · 180d -9.5%
Andrew Bary’s Top Stocks for 2026 | Barron's Streetwise
Muni yields of 4%+ are at decade highs and are tax-exempt, making longer-maturity munis the most attractive fixed-income opportunity in years; sub-5-year maturities offer less appeal
“you can get 4% plus which is a high yield plus tax exemption... I would stick with longer-term bonds”
90d +1.7% · 180d +0.5% · 1y +4.3%
Energy stocks to have ‘another great year’: Hough
Energy stocks remain relatively strong versus a weakening commodity price — that valuation disconnect signals the sector is set up for a bad year, not another great one
“the disconnect between the stocks which are relatively strong at the commodity, a bad idea”
90d +0.8% · 180d +7.6% · 1y +0.5%
Energy stocks to have ‘another great year’: Hough
2023-01-07
MLPS (MASTER LIMITED PARTNERSHIPS / PIPELINES)
bullish
Barron's Roundtable · video
MLPs offer the best yields in the stock market, are well-covered by earnings, and are insulated from commodity price swings because they are fee-based transportation businesses
“they are the best yields in the stock market and covering their dividends pretty well from earnings”
Energy stocks to have ‘another great year’: Hough
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