Equity Mates Investing Podcast cover image

Building a thesis: Warner Bros Discovery

Equity Mates Investing Podcast

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Can Waner Brothers Keep Up in the Content Arms Race?

Disney's net leverage is five, five times. Amazons have spent 715 million dollars on buying the rights and making the first season of the rings of power,. This company has four billion dollars on its balance sheet. The other risk is, can you keep up in the content arms race? Because there is a content arms raisin.

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