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Which podcasts are discussing WBD?
20 ATTRIBUTED IDEAS · 12 EPISODES · 8 SHOWS
The shows
Yet Another Value Podcast
WSJ What's News
Prof G Markets
The Acquirers Podcast
CNBC Fast Money
Motley Fool Money
The Compound and Friends
We Study Billionaires - The Investors Podcast Network
Where the discussion went deepest
3 JUL3 JULTHE COMPOUND AND FRIENDS · 1:00:42
Netflix shifting from growth to value compounder
“The case was presented that Netflix is transitioning from a hyper-growth subscriber story into a value-oriented cash flow winner set to dominate media consolidation, despite growing competitive pressure from YouTube.”
Brian Belski Returns!
Core thesis · 5/5Verify in source →
10 MAR10 MARYET ANOTHER VALUE PODCAST · 22:30
Paramount-Warner merger an integration disaster
“The bearish case argued the Paramount-Warner Brothers Discovery merger faces massive execution risk, unrealistic synergy targets, and severe pressure from linear TV declines.”
A tour through the media landscape with TSOH's Alex Morris · with TSOH's Alex Morris
Core thesis · 5/5Verify in source →
22 JUL3W AGOPROF G MARKETS · 00:00
Paramount merger faces political litigation and volatility
“The case discussed for Paramount suggests that while the Ellison-backed acquisition will likely close through litigation or asset sales, shareholders face significant near-term downside and volatility.”
Trump’s Tariffs Are Back — And Crazier Than Ever
In depth · 4/5Verify in source →
22 JUL3W AGOPROF G MARKETS · 12:12
Legal delays strain Paramount-WBD merger path
“Paramount's proposed $110B acquisition of Warner Bros. Discovery faces mounting antitrust resistance and expensive ticking-fee deadlines that could force asset sales or deal restructuring.”
Trump’s Tariffs Are Back — And Crazier Than Ever
In depth · 4/5Verify in source →
14 MAR14 MARYET ANOTHER VALUE PODCAST · 32:00
Warner-Paramount merger destined for breakup
“Both the guest and host were extremely negative on the potential Warner Bros. Discovery and Paramount merger, with the guest giving it 'negative 10' odds of success and framing the question as 'when is the breakup coming?'”
Accrued Interest's Simeon McMillan on $VSNT and the evolving media space
In depth · 4/5Verify in source →
10 MAR10 MARYET ANOTHER VALUE PODCAST · 10:00
Media spin-offs create dis-synergy
“The concept argued that spinning off linear assets (like Versant from NBCU or Warner's planned spin-off) creates dis-synergy, as there are real synergies in managing cash-cow linear and growth digital assets together within one company.”
A tour through the media landscape with TSOH's Alex Morris · with TSOH's Alex Morris
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