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#	AUTHOR DATE SUBJECT
24	member 7/07/21 5:24PM Discovery Deal
Thanks for the writeup. Do you like the stock more or less now given the WarnerMedia / Discovery merger announcement? view available tags
20	member 5/18/21 8:18AM Malone?
Note sure if it has been brought up here or elsewhere, but doesn't it seem curious that Malone is signing off on a transaction that significantly strengthens the balance sheet of a broadband competitor to Charter?... login to read the rest 3 view available tags
17	member 5/17/21 6:48PM Re: Math 16
Who has control? -2 view available tags
15	member 5/17/21 3:20PM Re: Re: Re: Re: T-Disck 14
Appreciate the color, thanks for that GoIrish. I see that there's a footnote for the "unlimited" CMCSA plan usage above 20GB/mo, but does Verizon degrade the network quality for the consumer if his/her usage goes above... login to read the rest view available tags
13	member 5/17/21 2:00PM Re: Re: Re: Re: Re: Re: T-Disck 11
Ima-1) I am surprised that you stipulate that the user experience will be great because there are some Hulu executives. far from assured. the user experience on HBO Max now is really bad. it has... login to read the rest view available tags
11	member 5/17/21 12:51PM Re: Re: Re: Re: Re: T-Disck 8
I think the deal is pretty good. I agree with another user that a far better combo is with VIAC. I assume Shari Redstone would not do it and so they went with Discovery. with... login to read the rest -1 view available tags
10	member 5/17/21 12:35PM Re: Spend to go global 3
I based that off of two things. first, the history of NFLX. $2bn in G&A plus R&D, $2.5bn in marketing and add some inflation.... Second, conversations with people in the industry. When I asked if... login to read the rest view available tags
4	member 5/16/21 6:14PM T-Disck 3
makes a lot of sense. should be great for Disck. Speaks to inevitable consolidation (MGM/LGF/Sony) that should continue. view available tags
2	member 5/14/21 12:52PM Valuation
I agree with your thesis but think your valuation is very conservative. I also think T offers one of the best risk-adjusted-returns in the market at present. I still can't understand why the stock is... login to read the rest view available tags
1	member 5/13/21 11:32AM HBO
Thank you for the write-up. I find this interesting for many of the reasons that you noted. However: 1-this maybe in the weeds, but I think the market and investors are overvaluing catalogs and branded IP... login to read the rest 5 view available tags

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			2024	2025
Price:	11.85	EPS	0.38	0.44
Shares Out. (in M):	572	P/E	31	26
Market Cap (in $M):	6,924	P/FCF	23	21
Net Debt (in $M):	-1,936	EBIT	145	188
TEV (in $M):	4,988	TEV/EBIT	34	26
Borrow Cost:	Available 0-15% cost

Description

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Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

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