After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments 088: Warner Brothers Discovery Stock Analysis with James Goodwin
Mar 6, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29
Introduction
00:00 • 3min
How I Invested in AMD
02:49 • 3min
How I Invested in Discovery
05:52 • 3min
The Reformed Financial Advisor's Story
09:21 • 3min
Warner Brothers Discovery: A No Brainer?
11:57 • 2min
The Uncertainty of WBD, Warner Brothers Discovery
13:32 • 5min
The Divide Between HBO and Warner Media Content
18:46 • 4min
How to Advertise at Scale
22:53 • 6min
The Confusion of AT&T and HBO
28:40 • 5min
The Uncertainty of the AT&T Merger
34:08 • 2min
The Three Business Segments That Are Most Profitable
35:54 • 2min
The Future of the Streaming Industry
37:41 • 6min
The Upside of Streaming
43:37 • 5min
How Paramount and Warner Brothers Discovery Can Be Profitable on Streaming
48:30 • 2min
Netflix's Streaming Wars
50:04 • 3min
The Future of TV
52:46 • 3min
Paramount Global's Debt to Ebira
55:26 • 6min
The Differences Between Discovery and Warner Media
01:01:17 • 2min
Discovery and the Warner Media Business After the Merger
01:03:12 • 2min
The Importance of Stock Options in Executive Compensation
01:05:32 • 2min
The Importance of Management in a Content Company
01:08:01 • 2min
The Risks of Owning a DTC
01:10:06 • 2min
The Downside of Streaming
01:12:04 • 2min
HBO Max's Free Cash Flow Forecast
01:14:12 • 2min
HBO Max: The Crown Jewel
01:15:54 • 4min
The DTC Stock Price and the Growth Potential
01:19:54 • 2min
How to Hold a Streaming Business for 10 to 15 Years
01:22:07 • 2min
The Future of Investing in the Streaming Space
01:23:44 • 3min
Warner Brothers Discovery and Paramount: A Recession Proof Business
01:27:12 • 2min