What Francisco Oliveira is saying
President, Arevilo Capital Management
3 dated public stances tracked since 2020-08-31, most recently 2020-08-31. 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 Francisco Oliveira'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. Francisco Oliveira is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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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.
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2020-08-31
CHTR
bullish
The Acquirers Podcast · video
Charter's home broadband is near-indispensable infrastructure with durable market share upside from DSL migration and pricing power, capitalized appropriately at 4-4.5x EBITDA with aligned Malone/McFay capital allocators returning cash to shareholders
“broadband internet is a very sustainable position and it was really tough to disrupt their home broadband business”
90d +5.9% · 180d +0.7% · 1y +32.7%
Franco's Filter: Francisco Olivera on highly concentrated quality with Tobias on Acquirers Podcast
2020-08-31
DIS
bullish
The Acquirers Podcast · video
Disney's unmatched branded IP (Marvel, Pixar, Star Wars) generates a compounding multi-revenue flywheel across parks, consumer products, and streaming, with Disney+ representing the largest growth opportunity in the company's history as global broadband…
“no one's going to catch up to Netflix, Disney just has a unique opportunity because of the value of those brands”
90d +12.2% · 180d +47.9% · 1y +37.5%
Franco's Filter: Francisco Olivera on highly concentrated quality with Tobias on Acquirers Podcast
2020-08-31
FOXA
bearish
The Acquirers Podcast · video
Fox Corp's controlling Murdoch family signaled poor capital discipline by delaying buybacks despite having net cash, making an unrelated fintech acquisition (Credible), and selling Roku at March-2020 distress prices to buy a free ad-supported streaming…
“they sold Roku, a business that has a lot of potential, at a distress situation… I just didn't really know where they were going”
90d -4.4% · 180d -25.9% · 1y -37.2%
Franco's Filter: Francisco Olivera on highly concentrated quality with Tobias on Acquirers Podcast
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