For me, the positives is they own the rights to things like LOTR, Harry Potter and Friends and 100 other awesome things. These are things that will be eternally valuable, in the same way as coca cola. People are obsessing over things like NBA, missing you can buy all this other content for 19billion. If they create a great streaming platform, that will be a bonus, but right now DTC is a tiny part of revenue and profits.

Nice buy in, good luck on lower prices, though I hope you are wrong as happy with how low it currently is haha

Where ever you go, the annoying thing is, you are placing a bet. That sounds like what you are struggling with. For me I don’t see DTC vs Network, I see jaws, gladiator, friends and Harry Potter. These shows are valuable no matter how people watch them

So I kind of get into it in this video. What he said was their debt is now $6b cheaper. But its the interest thats cheaper, not the debt principle. But they have a lot of debt, roughly 40b at 4.6% interest until 2060 or so. In their $2.5b tender offer one loan they are bidding for is for $1.6b due in 2055 at 4% interest. The people that loaned $1.6b are getting only 4% on it for 20 years. But right now, the governement would offer thm 4.4% for 10 years, much better. Gaurenteed money plus a higher rate. Allow me to make up some numbers to prove a point. While the principle/notional loan (the original amount loaned to pay interest on) was 1.6b, WBD will end up paying back something like $10b over 20 years (original loan + interest). But if you bought it back 10 years early, you could maybe buy it back for $5b. 15 years early you might get it for 3b. Obviously every year you pay it back early is another year without interest, but also, when FED rates go up, the people who loaned them money get even more keen to have their money back, so they sell it back to us cheaper.

When earnings go up. In fact, I'm pretty confident it may be another year before they go up, but I don't want to miss the chance to buy in at this price.

Damn son, you are right. But holding company takes longer to say 🙃

Never complain about a discount 😄

@@moneytalksbyhjgwhite lol, I don’t know how long you’ve been investing in WBD, but I find it difficult to see how you could of made a penny from this stock, 70% drop since the merger.

Love the enthusiasm, but just be careful, even great value plays carry risk, while I’m confident, I myself am only 7% invested in this one bet

@@moneytalksbyhjgwhite I've been watching WBD for 1.5 years! The CEO is doing a great job (reducing debt), even if the shareholders don't like it. Only 27% of the shares are free float. When small investors return, the price will explode. If they continue to pay off their debts, it increases the value of the company! So i can wait and bleed!

An endgame to rival endgame

I think you are referencing the TNT rebrand with BT. This is a 50% ownership split in the UK

Thanks very much for sharing this, you are right. My brain must of had a bit of a spasm at this bit

People say this about all stocks they wait longer than a year for a return on

@@moneytalksbyhjgwhite wanna debate it on stream?