Warner Bros Discovery (NASDAQ: WBD)
Latest
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GeneralThe ESPN-Fox-WBD sports venture is a counterstrike against Big Tech and rights fees inflation. Here's how.
These three companies had been discussing the project in secret and America’s major sporting leagues - NFL, NBA and MLB - were only informed right before the public.19th Feb, 2024
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Seth Klarman blames Federal Reserve for "financial fantasyland"
This article from the Financial Times summarises the key takeaways from Klarman's letter. As well as sharing his thoughts on the past few years, he also mentions that after beating the S&P 500 last year with several hedged positions, he has been buying again.15th Feb, 2023
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Comcast wants to buy Warner Bros Discovery, merge with NBCUniversal
As the streaming business grew, everyone recognised it was unsustainable. When the market fragmented (so much so that the cost of all streaming services combined was higher than cable) it was clear that there had to be some mergers, acquisitions or failures. The market had to rationalise.26th Sep, 2022
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Building a thesis: Warner Bros Discovery
With the Equity Mates Office discussion in over-drive about House of the Dragon and Rings of Power this week, it got us thinking about Warner Bros Discovery.
12 September -
Battle of the Prequels: House of the Dragon v Rings of Power
We often speak about the streaming wars on The DIVE, and this week we are seeing two of the biggest shows in TV history go head-to-head. In one corner we have, The Rings of Power, the prequel of The Lord of the Rings from Amazon. In the other corner we have, House of the Dragon, the prequel to Game of Thrones from HBO.8 September