I went over Warner Bros Discovery WBD stock a few times and it is absolutely inexpensive with the high free cash flow yield, fascinating brands and market circumstance. However, not really for me.
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Hey Sven, why are Seth Klarman and Warren Buffet investing in Liberty SiriusXM Series? Could you make a Video about it? Thank you
Second this
I looked into it recently…
Liberty SiriusXM is a stock tracking company that owns >80% of Sirius XM and trades at a significant discount. There are moves to merge Liberty SiriusXM and Sirius XM into New Sirius XM, potentially generating an immediate upward repricing of Liberty Sirius XM stock.
I replied to get more detailed updates on this.
Because of Merger Arbitrage
Not merger arbitrage- a risk arbitrage. You are just buying Sirius XM at a nice (~20%) discount. But you are taking risk that Sirius doesn’t fall further and that merger occurs
Extremely risky indeed. Regardless SiriusXM is a good value investment opportunity.
Worth noting that Max is profitable.
Lots of debt.
@@Art-is-craft End of 2026 we can say who was right.
Best in media class is Disney. I’ll stick with DIS and a little Paramount for the buy out potential. Media and entertainment are going through a major consolidation right now. They’ll be fine, but it could take awhile.
Nobody wants to watch marvel superhero movies anymore, especially now that the whole story arc has been finished.
@@ClimateKiller Yeah no one wants to watch except the $845,000,000 gross for Guardians of the Galaxy, and Billion dollar box office about to hit for Deadpool. So pretty much the opposite of what you think, lol.
@@eco-nutjob
That is one movie and the last Gaurdian movie. Such you brought it up has other Marvel movies done as well?
I have opened a very small position and only add more if it goes to 6ish and try to play the volatility. I think the upside is there but also risky. I just cannot see harry potter disappear just like that. 😀
Waiting for update in lithium stocks, specially on ALTM, i think we can take advantage of the cycle, specially with good stable company such as ALTM ( former livent )
See an existential threat for WB from technology change. When u go for a “trip” to WB i will see a huge complex with all the storage/scenography/etc, and all of this assets are now included in the book value. But the value of this can go to 0 when Sora from OpenAI will rollout some new versions of edutable video creation, than the whole WB moat will dry.
Great perspective! Thank you Sven!
love your stuff
They own Superman. Batman. Harvey Quinn. The Joker. Mortal Kombat. They have many I.P’s. I haven’t bought stock for a few years, WB is interesting. Great Vid!!!
Superman, Batman, and The Joker will become public domain in 10 years though.
@@N0obusMaximus It’s Batman and Superman from that goofy era. Decades of lore and character evolution is what made the characters so deep and complex. So no, you don’t have to worry about public domain.
@@axolet Well you wouldn’t be able to copy the exact suit from the new Batman, but anyone could do their own interpretation of Batman
@@N0obusMaximus
Not for movies.
I think this is a strong buy, because Jim Cramer doesn’t like the stock 😉
and insiders have many shares and last but not least, Klarman is big in.
Do the opposite then Cramer.
brilliant research! Thank you Sven
You should do this for BABA
Exactly how deep sven? Dtc was the one Who take less time to be profitable between the streaming services now it does 100 milion and they havent event went in europe, and they wanna do that as soon as possible, the countent is handdown between the tops of the world, (talking about harry potter and stuff, not dc hoping james gun will fix that mess). If you watch that debt schedule and what remains you see they have 3 billion if i remember correctly for the next 2 years. Also they’ll make a new harry potter, already talked to the rowling team.
Simply put i have a different opinion on the business, I just suggest listening to the important parte of managment calls.
Great to share that from you! You are right, but as said, not a risk i am willing to tske!
@@Value-Investing undestrandable, have a great day
Free cash flow to equity (as opposed to to the firm) is more like zero, since debt repayments should be subtracted when calculating free cash flow to equity. Definitely not a margin of safety buy at the current price
debt repayments is one way of using the free cash flow
Added recently, will keep holding 8 April it will be open for bids. Curious if amazon or apple will make a bid.
Reducing debt and amazing IP
that is an option!
Hi Sven thank you for the analysis, have you looked at VF Corp. Looks more or less in the same condition as WBD, but less debt and smaller market cap.
thanks for suggesting!
I think that’s fair enough, very hard to know how this is going to go. Some good, some bad.
thanks!
FCF is great, it’s true. quality of this company is high. I wonder if it is possible to calculate owner’s profit in such cases, if depreciation is much higher than net profit (loss) + capex? In the end, in view of the theory, from the costs incurred before, it must eventually make a profit
it depends on what customers pay, you can’t know that
I bought a small position. Management is on track with executing on repaying debt and they is focusrd on cash flows. And not to forget you get a huge amount of contents which have the ability to generate cf.
that is the plan!
Nestle SA ADR is at 52 week low($102). Analyst say that it go further down to $91(84 CHF). What is happening with this stock?