After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments cover image

088: Warner Brothers Discovery Stock Analysis with James Goodwin

After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

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Netflix's Streaming Wars

I'm looking now I'm seeing 15% in that profit margins and huge operating margins. Like it's a simple model and it has been for Netflix. They pay almost all of that to get content that the subscribers want. And then there's a little bit left over for profit. So I'm confident they're going to get there. But be it also, if they can get the same kind of average revenue per user, I'll put from combining the advertising in with it or doing sort of ad supported models which are cheaper. Then yeah, I do think there's definitely a lot of potential for them to do to make this all profitable.

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