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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
Leverage
Before this merger happened, the estimated cost of restructure was around $1.5 billion. Now they're saying it's going to take up to $4.3 billion in restructuring charges. You were talking about the loss of $2 billion and around streaming. Do you believe at this $11 share price now that we have a margin of safety that's enough to kind of counteract these unforeseen risks?
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