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14 handpicked stocks

Truth and Consequences

This carefully selected group of stocks represents companies positioned to benefit from shifting audience behaviors following Paramount's $16 million settlement with Donald Trump. These stocks, chosen by professional analysts, capture the potential growth in alternative media platforms as consumer trust in traditional news sources evolves.

Author avatar

Han Tan | Market Analyst

Published on July 3

Your Basket's Financial Footprint

Summary and investor takeaways for the 'Truth and Consequences' stock basket based on provided market capitalisation data.

Key Takeaways for Investors:
  • Large-cap dominance is likely to yield greater stability and lower volatility, tracking broader market behaviour.
  • Suitable as a core, long-term holding rather than a speculative, short-term growth play.
  • Expect steady, long-term appreciation rather than explosive short-term gains; growth will likely be gradual.
Total Market Cap
  • FOXA: $24.72B

  • NWSA: $15.56B

  • META: $1.84T

  • Other

About This Group of Stocks

1

Our Expert Thinking

This portfolio targets companies benefiting from a potential media landscape transformation sparked by the Paramount-Trump settlement. As audiences increasingly question mainstream narratives, these companies represent alternative platforms, established media with strong identities, and the tech infrastructure supporting this evolution.

2

What You Need to Know

This is a tactical, event-driven investment opportunity with long-term thematic potential. The selection spans content creators, distribution channels, and monetization platforms that could capture audience and advertising shifts away from traditional media toward alternative sources.

3

Why These Stocks

These companies were specifically chosen to provide exposure to different aspects of the changing media ecosystem. They include alternative news platforms, established media with distinct viewpoints, social media networks, podcasting platforms, and advertising technology that supports this evolving landscape.

Why You'll Want to Watch These Stocks

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Media's Big Pivot

The $16M Paramount-Trump settlement signals a potential reshuffling of the entire media landscape. These companies are positioned at the forefront of a major audience migration that could redefine which platforms control the conversation.

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Following the Money

As audiences shift, advertising dollars follow. These stocks represent both the new destinations for content consumption and the ad technology needed to monetize these changing viewer habits.

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Rising Alternative Voices

Traditional media's credibility challenges create growth opportunities for alternative platforms. This collection captures the full ecosystem supporting these emerging channels, from content creation to distribution and monetization.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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