SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Buffettology
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Harshu Vyas6/15/2023 3:25:38 PM
1 Recommendation

Recommended By
petal

  Read Replies (1) of 4688
 
WBD - Warner Brothers Discovery

A Buffett stock? Think about all of the massive franchises they own and for each age group.

Whilst I hate trying to work out the value of intangibles on the balance sheet, this is one of the few times I believe they're understated.
It's true the company is suffering from many operational problems - probably from expanding too fast - but the underlying business, once (what I like to call) the "teething" pains have diminished, will surely be much more valuable.
I have taken a large(ish) position - over time, as all of the streaming platforms get eaten up by larger platforms, WBD's dominance will further be revealed.

This is my belief, anyway.
I think that this is a similar play to Buffett buying Disney because of their animated film library in the sixties.

Let me know your thoughts.

Best,
Harshu Vyas

P.S - It could be interesting to look at some of the smaller contenders in the entertainment industry. The fact they will likely be acquired by some of the "bigger dogs" is a catalyst. Of course - do you due diligence, thoroughly.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2024 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News