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%.

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.

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

the debt was taken from ATT during the spin off.

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.

The debt is all fixed rate, why even talk about interest rates?

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

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??

The enterprise value of WBD is 72. Your enterprise listed on your software is wrong here

Can you do an update on WBD? Stock much lower now

I think waner bros discovery is a great buy will grow in the future

hit near 15 yr lows today with 7 handle. holy cow.

What do you think of ASML stock?

Math is power 💪

And you didn't mention anything about the obscene share dilution...

Please one review at these prices now!!!

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)

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

i tried his software a year or so ago and it was awful. Hopefully its gotten better

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.

Will you do a vid on PayPal? It's below $60 right now.

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?

I MADE THE VIDEO IN THE CHAT @10:37 woohoo!

PERI?

Can you do big lots 👀?

I dont think that the interest rate is the same for someone who has billions in debt and someone who has 100k in debt :)

Too much debt and I don’t consider it one of the top 50 stocks in which to invest

Batman is the main reason as the world starts to become more like gothem city people are relating to it more

nope a stock that doesn't pay dividends is not for me.

No way in hell I would invest in Warner Bros. That debt is a killer. This is a big fat NO!

And it goes lower

From one underperforming stock to two. Lots of smart people have been tricked by these.

this guy is so far off with the debt numbers, how can i rely on anything else he says???

🖊💎📃🔋

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.

AMCX is selling for 1.5 times next years earnings

Value trap channel

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.