The long-term debt is only $44 billion, with low-cost fixed-rate, long-term staggered maturity debt with an average life of 14+ years and an average rate of 4.6%.
@xvx484811 ай бұрын
The problem with these calculations is it doesn't account for one word: Bankruptcy. Sure you could make 10, 20, 30, even 40% off this investment but with their debt level you could also make a big fat zero when they file for bankruptcy. People are so quick to forget the past when most of the major automakers filed for bankruptcy and shareholders got shafted. Just remember when you hold individual stocks your entire investment can always go to zero. This is why low debt is generally safer since bankrupting a company with no debt is difficult if not impossible.
@EverythingMoney11 ай бұрын
That risk is everywhere you invest , if you don’t want any of that then just invest in etf .AP
@G500sottovoce8 ай бұрын
Warner Bros. Discovery CEO David Zaslav said the company is preparing its balance sheet to be an acquirer in the next 12 to 24 months. Probably they are not concerned anymore about debt.
@TomBTerrific3 ай бұрын
I held stock in men’s warehouse (Taylor) when they went bankrupt. I lost everything (stock) that I owned. So what shield does bankruptcy provide stockholders again?
@GordonGekko9811 ай бұрын
My biggest bull case is once they make something like Sopranos or Friends, people watch it for decades and they collect revenue at extreme margins after the fact. The more A+ content they produce (Game of thrones, Last of Us, Barbie) the more content they build to their library. Over the years things like writers strikes won’t affect them because they will have such a built up library
@EverythingMoney11 ай бұрын
You are right on that they need big shows again! AP
@billy206911 ай бұрын
The issue is “big shows” aren’t easy to come by anymore. We have 1M media content pumping at us all the time video games are now longer, online gaming communities are more immersive more updated, Netflix, KZfaq, Sports, etc.
@kennethroan956010 ай бұрын
@@billy2069 They already own the franchises and have the data.
@richarnold122411 ай бұрын
the debt was taken from ATT during the spin off.
@EverythingMoney11 ай бұрын
Yes I remember reading on that , thanks for sharing.AP
@TomBTerrific3 ай бұрын
Okay. That doesn’t reduce it so what is your point? They came by it honestly?
@merlintolstyk805511 ай бұрын
I know you like to look at the company history and extrapolate from there. And most of the time that works but not here. This company has only existed in its current form for about a year. The long-term financial history doesn't provide any real insight to the future. I'm a shareholder that just started buying in the past few weeks. Yes, the debt is high but they are executing on their plan to aggressively pay it down. Like Peter Lynch said in his latest interview "you make money on stock by buying something going from bad to good or good to great." If they keep reducing the debt at their current pace it will totally be a "going from bad to good" story.
@EverythingMoney11 ай бұрын
You are right looking at this , it’s only a 1000ft view of the hole story . And this company at this new state it is has not mature enough , I would wait a few more years to see what they do.AP
@shawboy1234511 ай бұрын
The debt is all fixed rate, why even talk about interest rates?
@SSSS321411 ай бұрын
but they can pay it back for the biggest part. They proved since the merger already they are actively paying back their debt in big numbers.
@benjaminbritsch174911 ай бұрын
it doesnt make sense to talk about 3 Billion FCF in a 5 year average since they just had a big merger.... they plan with 5+ billion in FCF on a yearly basis... with that they can pay back the debt that comes to maturity
@EverythingMoney11 ай бұрын
I don’t think they have to pay that debt I read they where sending it to Att to have a clean slate .Maybe it didn’t happen I will have to read more about it .AP
@benjaminbritsch174911 ай бұрын
@@EverythingMoney ? will T pay the debt? sounds strange why should they give away billions to WBD?
@tonydioguardi89815 ай бұрын
Sry but this guy has zero understanding about WBD, the special charges and the increased FCF Gross Debt is now 44B, they've paid down 12B in the last two years. IDk where he's getting 65B...in debt??
@mzvandoren11 ай бұрын
The enterprise value of WBD is 72. Your enterprise listed on your software is wrong here
@EverythingMoney11 ай бұрын
Thanks we will give it a look.AP
@TommyDimes5816Ай бұрын
Can you do an update on WBD? Stock much lower now
@Dota-us4xh11 ай бұрын
I think waner bros discovery is a great buy will grow in the future
@jimbooneway18083 ай бұрын
hit near 15 yr lows today with 7 handle. holy cow.
@florianfister996911 ай бұрын
What do you think of ASML stock?
@EverythingMoney11 ай бұрын
I would have to check it out first , but what did you see that cought your attention ?AP
@Lycan330311 ай бұрын
Math is power 💪
@EverythingMoney11 ай бұрын
So is history .AP
@207j11 ай бұрын
And you didn't mention anything about the obscene share dilution...
@SSSS321411 ай бұрын
Big share dilution? I don’t see that
@apostolos_6 ай бұрын
Please one review at these prices now!!!
@ExtremeGamer115311 ай бұрын
Hello, I found two 8 pilla thrillas using the software, would be really interesting to hear your thoughts on the industries during recessionary periods! MBUU and PHM (boats and housebuilding)
@stevenbond46376 ай бұрын
PHM is gone to the moon :) looks great, wish I saw your post four months ago :) MBUU still cheap, the big dip in eps lately is nearly all because they had to pay 100m out of earnings for damages after a years long court case, so most of a years revenue, one assumes they won't just get 20m insurance cover in future and that won';t happen again, if the 10% hit or so to revenue maybe on bad press doesn't have a bigger or more lasting impact than at current prices - on thier first full bounce back year - they'll be trading at 6 times Free Cash Flow or something with super stable earnings and margins, it's quite tempting
@user-iy1kt4vc4r11 ай бұрын
I knew as soon as u were just looking at the numbers that u had no idea what u were talking about. This is a BRAND new company lol looking at 5 year numbers means nothing
@Saxafruge4 ай бұрын
i tried his software a year or so ago and it was awful. Hopefully its gotten better
@cognation904011 ай бұрын
Thanks for another wonderful analysis. Can you cover $DOCN, $DOCS, and $TDOC? They are down quite a bit and I am wondering if this good time to average cost into these stocks slowly.
@SavionLThomas11 ай бұрын
Take the trail then drop it in chat and we’ll talk about it with you
@EverythingMoney11 ай бұрын
Noted, we will give them a look.AP
@Tell_It_Right11 ай бұрын
Will you do a vid on PayPal? It's below $60 right now.
@EverythingMoney11 ай бұрын
Sure it will come into rotation.AP
@onesavedvoice5 ай бұрын
Six months later WBD is at $8.37 with more room to slide. The "power of the software" has to do better don't you think?
@EverythingMoney5 ай бұрын
We never bought WBD nor did we ever tell someone to buy WBD. We arent the rest of KZfaq by only doing videos of stocks we like...we do videos of a lot of stocks we dont like or own. - Timo
@TomBTerrific3 ай бұрын
That’s the power of this software as he said in closing. Must be screaming buy now.
@jjtolson11 ай бұрын
I MADE THE VIDEO IN THE CHAT @10:37 woohoo!
@EverythingMoney11 ай бұрын
Congrats !! AP
@brentnelson248511 ай бұрын
PERI?
@JacksonDiVincenzo11 ай бұрын
Can you do big lots 👀?
@EverythingMoney11 ай бұрын
Noted thanks!AP
@angel87895877811 ай бұрын
I dont think that the interest rate is the same for someone who has billions in debt and someone who has 100k in debt :)
@Javalipapere11 ай бұрын
Too much debt and I don’t consider it one of the top 50 stocks in which to invest
@EverythingMoney11 ай бұрын
That is true , I will wait for this one to mature more.AP
@petervigna357911 ай бұрын
Batman is the main reason as the world starts to become more like gothem city people are relating to it more
@EverythingMoney11 ай бұрын
Who’s Bruce ?AP
@JJ-fb2lp11 ай бұрын
nope a stock that doesn't pay dividends is not for me.
@obrienortega694211 ай бұрын
No way in hell I would invest in Warner Bros. That debt is a killer. This is a big fat NO!
@EverythingMoney11 ай бұрын
Double check this , but if am not mistaken they will send some of that debt over to ATT
@alexevans73565 ай бұрын
And it goes lower
@rcg531711 ай бұрын
From one underperforming stock to two. Lots of smart people have been tricked by these.
@EverythingMoney11 ай бұрын
Yes you could be right .AP
@johnheldman87985 ай бұрын
this guy is so far off with the debt numbers, how can i rely on anything else he says???
@dancingdiamondsjewellersltd11 ай бұрын
🖊💎📃🔋
@EverythingMoney11 ай бұрын
Thanks for your support.AP
@thegamerboneless286410 ай бұрын
Mike, has mental issues, I get the world thinks he was the only one screaming the housing market crash, he was not, I was born that time their was a few calling for it. Mike is a dangerous and st time very unstable man, but extremely smart when he isn’t off his rocker. Dude goes from manic to depressed, and some of his actions are dangerous, a lot of idiots idealize this man, he is brilliant, but he is also brilliantly cryptic, and a lot of times way to early, then beats that drum until he is t early. I don’t know if that makes sense, but he is not some walking seer, he has a system like all of us, and that system is great on a percentage like all. The average Joe should not be messing with there portfolio’s like him.
@JayKay911200011 ай бұрын
AMCX is selling for 1.5 times next years earnings
@EverythingMoney11 ай бұрын
Thanks for the comment , is that the only thing you like about it?AP
@JayKay911200011 ай бұрын
@@EverythingMoney I’d look at the numbers. Seems ridiculously cheap. One quarter of loss in last two years due to a one-time charge. EPS is expected to decline, but not by much and still selling for 2 times 2026 estimated EPS.
@zgreg42711 ай бұрын
Value trap channel
@EverythingMoney11 ай бұрын
Boring comment.AP
@scalp34011 ай бұрын
Their debt is just astronomical compared to their cashflow and they actually brought in negative income last year. They also just issued a massive share increase and ROIC is absolutely terrible Your silly software says it's a buy, but it's wrong and even tho by other metrics actually still isn't terribly overvalued. Either way, not interested (even with a 10 foot pole) dawg.
@EverythingMoney11 ай бұрын
The sofware is not wrong it’s what ever assumption YOU make will make it look like a buy or not.AP