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Strategies & Market Trends : Buffettology

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From: Harshu Vyas6/15/2023 3:25:38 PM
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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.

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.
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