Warner Bros. Discovery: Time Is Running Out

Baronport Capital
1.56K Followers

Summary

  • This merger is expected to create a behemoth in the streaming space that will be able to trade blows with the likes of Netflix or Disney seemingly overnight.
  • The market is slowly starting to pick up on the pure value proposition from this merger, with shares of the company trading at the $30 level again.
  • As regulatory burdens are being cleared up one by one, the gap between the price and the value of the stock has not yet closed, with much more to be made on the upside.

Family watching tv and eating popcorn at home

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A very exciting first quarter of 2022 saw many interesting developments in the markets, many of which were not favorable for the vast majority of investors of today. However, one of the rare positive developments was the

This article was written by

1.56K Followers
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 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.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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