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072: Paramount Global and Warner Brothers Discovery Look Attractive + What I've Been Learning From Mohnish Pabrai's Amazing Lectures
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
Is There a Model for Advertising That Works?
Warner Brothers Discovery is recreating the model they've always done. They're going to get paid directly for their content just like the cable companies pay them and then on top of that they can turn around and make money from advertising businesses again. The upside here is two things number one they don't have to deal with the cable companies anymore they can go direct to the consumer so there's there's got to be a benefit to that. Second thing is the global reach because this stuff was so locked into cable and people's all over the world are now able to access it through Wi-Fi.
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