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Note: "This article was amended on 1/4/2022 to reflect a correction to the FCF used in the author's projection."
We are finding ourselves on the eve of one of the biggest business deals of the year. The
Warner Bros. Discovery: The Best Deal Of The Year
Summary
- This upcoming merger is creating a true giant in the media and streaming space that will start trading blows with the likes of Netflix or Disney, seemingly overnight.
- The unique combination of great long-term prospects and unjustified short-term valuations can make Warner Bros. Discovery one of the best investment opportunities of the year.
- A brilliant example of deep value being hidden in plain sight, many investors might look back upon this point asking themselves how the painstakingly obvious was missed.
Baronport Capital offers independent equity research through a bottom-up fundamental approach from a long-term oriented value investor. He is passionate about investing and finance. He embraced the concepts and principles of value investing, an investment philosophy shaped by the written works and lives of Charlie Munger, Howard Marks, Seth Klarman, and other figures.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of DISCK, T either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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