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Building a thesis: Warner Bros Discovery

Equity Mates Investing Podcast

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The Best Is the Best for a Reason

The transition from cable to streaming is absolutely killing our warner brothers, and streaming across the board is hurting a lot of companiesy. It's a cacious cash black hole. As you lose those subscribers and those advertiser eyealls, you lose that leverage that you had. And if your content cost stays fixed, youl lose more and more money as people cut the coutt sos. So it's difficult. I don't envy those executives at all.

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