What the podcasts are saying about
WBD
In-depth coverage
4
Mentions · 7d
6
Mentions · 30d
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Mentions · 90d
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Episodes
Latest attributed ideas · most recent first
18 JULTHE ACQUIRERS PODCAST · 03:45
16 JULTHE ACQUIRERS PODCAST · 00:45
Warner Brothers spin-off unlocks hidden value
“The bull case argued for Warner Brothers Discovery is that spinning off its declining cable business (the 'bad co') will allow the market to re-rate its highly valuable and durable studio and HBO assets (the 'good co').”
Core thesis · 5/5Verify in source →
16 JULTHE ACQUIRERS PODCAST · 12:10
16 JULWSJ WHAT'S NEWS · 06:35
4 JULWSJ WHAT'S NEWS · 02:40
4 JULWSJ WHAT'S NEWS · 02:15
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