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TIP509: Value Analysis of Warner Brothers Discovery, Lithia Motors and Meta w/ Bill Nygren & Alex Fitch
We Study Billionaires - The Investor’s Podcast Network
Warner Bros. And HBO Back Catalog - Is That Worthless?
Warner Brothers and HBO back catalog can put somebody on the map from a streaming perspective. You could imagine very large payments for access to that catalog by capitalizing negative $2 billion of earnings today in the market. I think the market's ignoring the fact that basically every branch of the decision tree comes to a better positive outcome than where we are at present.
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