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From Seeking Alpha
Among Goldman Sachs' media ratings initiations today (which included reinstating Disney at a Buy) was ViacomCBS (VIAC, VIACA), with an eye to where the company sits in a "whole new streaming world." Like Disney, ViacomCBS is among the best positioned to replace declining linear video advertising with streaming revenues, and it's positioned better "than many investors likely expect," analyst Brett Feldman writes.