nasdaqdisca
Remember the streaming wars? A few years ago, every news outlet was having a field day debating which company would conquer American TV. Q4 2021 hedge fund letters, conferences and more Netflix… Disney… Amazon… Apple… and a slew of other firms are still battling it out for streaming supremacy. With over half a billion paying subscribers between them, you could say they all “won.” The Biggest Loser In The Streaming WarBut there’s been one big loser in the war…Investors. Despite all the hype surrounding the streaming wars… streaming stocks have gone nowhere for three years. Take a look at the pe...
ValueWalk
We are now almost three weeks into the year 2022. Though it is still early to predict which stocks will perform better than others, we can at least get a hand on the stocks that have gotten to a better start than others. Such stocks may or may not continue their performance throughout the year, but knowing such stocks could give investors more options when making investment decisions. So, let’s take a look at the top ten stocks with a good start to 2022. Q4 2021 hedge fund letters, conferences and more Top Ten Stocks With A Good Start To 2022We have used the year-to-date return data (until Jan...
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When analyzing the WarnerMedia-Discovery deal, the Amazon-MGM deal came the week after. I was wondering what this meant for the WarnerMedia-Discovery deal? (Disclosure: long DISCA.) Want to read more about the Discovery-AT&T deal? Start here Part I, II, III, IV. Q2 2021 hedge fund letters, conferences and more I was looking at what Amazon got for the $8.5 billion they spent for Metro-Goldwyn-Mayer Studios (MGM). Except for the James Bond franchise, I can’t really say it’s a collection of trophy assets. Sure they have some good second-tier franchises like Tomb Raiders, Rocky (a personal favorit...
ValueWalk
Another Discovery post. The more I write about Discovery, the more the price goes down (DISCA). So this is the last Discovery post for a while. Here are the previous posts if you are catching up Part I, II, III, IV). I started looking at DISCA after the Archegos fiasco and the merger with AT&T added content to cover. Q1 2021 hedge fund letters, conferences and more Discovery: The Next Big Scale Player In EntertainmentUpdate since the last post: We have a name! The new company will be called Warner Bros. Discovery. This is playing it safe. Warner Bros has a rich legacy and is culturaly entrench...
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“History doesn’t repeat itself, but it often rhymes.” – Mark Twain Q1 2021 hedge fund letters, conferences and more Discovery's Merger With AT&TOn May the 17th of 2021, Discovery announced a merger with the media assets of AT&T. After an initial burst of enthusiasm, investors have turned sour on the deal. We have been through a very similar experience with Discovery (NASDAQ:DISCA) back in November of 2017 and believe that these circumstances “rhyme.” The reaction to the deal fits perfectly with why growth investments have dramatically outperformed value over the last five years. The big stream...
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First on CNBC: CNBC Transcript: AT&T Inc (NYSE:T) CEO John Stankey and Discovery Communications Inc (NASDAQ:DISCA) CEO David Zaslav Speak with CNBC’s “Squawk on the Street” Today Q1 2021 hedge fund letters, conferences and more WHEN: Today, Monday, May 17 WHERE: CNBC’s “Squawk on the Street” Discovery CEO: We Can Get To 400M Direct-To-Consumer HomesAT&T CEO: WarnerMedia Transaction Is Good For Our ShareholdersDAVID FABER: It is certainly the news of the day if not a lot more than that AT&T announcing it will be merging its Warnermedia unit with Discovery. And joining me now first on CNBC is Da...
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AT&T Inc. (NYSE:T) has confirmed a report that it was in talks to spin off WarnerMedia and merge it with Discovery Communications Inc. (NASDAQ:DISCA). Shares of both companies rose in early trading after the confirmation. Q1 2021 hedge fund letters, conferences and more AT&T to spin off WarnerMedia, combine with DiscoveryAT&T and Discovery announced that they had reached a deal for the former to spin off WarnerMedia and combine it with Discovery. The announcement confirms what CNBC had reported on Sunday, which was that the two companies were in advanced talks about a deal that could be announ...
ValueWalk
Discovery Part IIQ1 2021 hedge fund letters, conferences and more Three weeks ago I picked up shares of Discovery Communications Inc. (NASDAQ:DISCA) in the Archegos fallout at ~$41. I documented the purchase and did a quick analysis in the first post here. Since then I had more time to reflect on the company. It turned out that Credit Suisse wasn’t done with the carnage and dumped more shares on the market. DISCA is trading around ~$38 and has recovered from their low $36. Still, I’m down 7%. To add insult to the injury, shares of the thinly traded Class B, Discovery Communications Inc. (NASDA...
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