
088: Warner Brothers Discovery Stock Analysis with James Goodwin
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
The Divide Between HBO and Warner Media Content
HBO has the largest content portfolio of any of the streaming, or any of the big streaming platforms potentially. They've got access to 200,000 hours of content is pretty crazy numbers. There's potential synergies they've got with HBO and Warner media content being a lot of end event driven stuff. So it's all, it's like a, the new Hot TV show right now is The Last of Us or whatever. And then once they finish watching that show, potentially they'll cancel their subscription and subscription and move away.
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