Thanks - another VERY SOLID review. Much appreciated
@gerritjanboeve3 ай бұрын
My take: - positive: DTC growing with more growth catalysts to come: Global rollout, blockbuster series incoming, Bundling and password sharing crackdown. - positive: buying back debt at a discount. Gunnar (CFO) talked about a $6b discount if they were to retire all debt today. - positive: new LOTR movie. - negative: continued pressure on revenue. - negative: no conclusion on NBA yet. I do believe WBD is on the right path, they just need some more time. Once DTC starts gaining traction, WBD will inevitably re-value. Also, there's the chance of amazon/apple/etc. buying WBD. Just need to sit on our hands a little bit longer with this one. Great video!
@moneytalksbyhjgwhite3 ай бұрын
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.
@parthjaiswal13283 ай бұрын
Was waiting for this one!!
@daveronzАй бұрын
Nice brakedown. I've been looking at this stock for a while and finally purchased at 7.2. I think further retracement to ~6.5 is possible but current levels already seem very attractive. I left some spare gunpowder to dollar cost average this if it goes down more than 15%.
@moneytalksbyhjgwhiteАй бұрын
Nice buy in, good luck on lower prices, though I hope you are wrong as happy with how low it currently is haha
@anderson6379Ай бұрын
Shout out to House of Dragons. We live for these dragons 😂 I never regained my life back after Game of Thrones Season 1
@nohaybandaninguna3 ай бұрын
Very helpful insights, really appreciate the work you put into these videos! The only thing I can’t wrap my head around is comparing the secular decline of linear with the growth in DTC - regardless of how successful the latter will be, people simply have a lot more (media) options to spend their attention on, including this platform and this video… so while the stock is cheap, is the upside simply much more limited than most investors expect?
@moneytalksbyhjgwhite3 ай бұрын
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
@Sykesy1113 ай бұрын
Great vid! I am also heavy geliever in WBD ❤ i dont understand one thing. How exactly can WBD benefits from repaying their debt, which is being claimed by theirCFO?
@moneytalksbyhjgwhite3 ай бұрын
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 $5b. 15 years early you might get it for 3b. Obviously every year you pay it back early is another year without interest, but also, when FED rates go up, the people who loaned them money get even more keen to have their money back, so they sell it back to us cheaper.
@Banana-nq6tq3 ай бұрын
When do you reckon WBD stock will start a bull run
@moneytalksbyhjgwhite3 ай бұрын
When earnings go up. In fact, I'm pretty confident it may be another year before they go up, but I don't want to miss the chance to buy in at this price.
@composedcapital28412 ай бұрын
Damn son, Berkshire Hathaway isn’t a hedgefund…..
@moneytalksbyhjgwhite2 ай бұрын
Damn son, you are right. But holding company takes longer to say 🙃
@mcribprime65943 ай бұрын
Yeah stock is down 4% again today lol 😂
@moneytalksbyhjgwhite3 ай бұрын
Never complain about a discount 😄
@mcribprime65943 ай бұрын
@@moneytalksbyhjgwhite lol, I don’t know how long you’ve been investing in WBD, but I find it difficult to see how you could of made a penny from this stock, 70% drop since the merger.
@derspekulant85392 ай бұрын
I´m all in in WBD @7,36$! It is so fckin cheap! Max has 3,267B Total visits (Disney only 820M)!
@moneytalksbyhjgwhite2 ай бұрын
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
@derspekulant85392 ай бұрын
@@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!
@martijnjonker50553 ай бұрын
Maybe zaslavs endgame is wbd and Disney merging and he as succesor of iger
@moneytalksbyhjgwhite2 ай бұрын
An endgame to rival endgame
@Alex-pd7tb3 ай бұрын
WBD own 100% of TNT in the USA
@Alex-pd7tb3 ай бұрын
I think you are referencing the TNT rebrand with BT. This is a 50% ownership split in the UK
@moneytalksbyhjgwhite3 ай бұрын
Thanks very much for sharing this, you are right. My brain must of had a bit of a spasm at this bit
@benjaminsteinberg80273 ай бұрын
Value trap.
@moneytalksbyhjgwhite3 ай бұрын
People say this about all stocks they wait longer than a year for a return on