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

01:28:04

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Episode notes

Introduction

3min

How I Invested in AMD

3min

How I Invested in Discovery

3min

The Reformed Financial Advisor's Story

3min

Warner Brothers Discovery: A No Brainer?

2min

The Uncertainty of WBD, Warner Brothers Discovery

5min

The Divide Between HBO and Warner Media Content

4min

How to Advertise at Scale

6min

The Confusion of AT&T and HBO

5min

10.

The Uncertainty of the AT&T Merger

2min

11.

The Three Business Segments That Are Most Profitable

2min

12.

The Future of the Streaming Industry

6min

13.

The Upside of Streaming

5min

14.

How Paramount and Warner Brothers Discovery Can Be Profitable on Streaming

2min

15.

Netflix's Streaming Wars

3min

16.

The Future of TV

3min

17.

Paramount Global's Debt to Ebira

6min

18.

The Differences Between Discovery and Warner Media

2min

19.

Discovery and the Warner Media Business After the Merger

2min

20.

The Importance of Stock Options in Executive Compensation

2min

21.

The Importance of Management in a Content Company

2min

22.

The Risks of Owning a DTC

2min

23.

The Downside of Streaming

2min

24.

HBO Max's Free Cash Flow Forecast

2min

25.

HBO Max: The Crown Jewel

4min

26.

The DTC Stock Price and the Growth Potential

2min

27.

How to Hold a Streaming Business for 10 to 15 Years

2min

28.

The Future of Investing in the Streaming Space

3min

29.

Warner Brothers Discovery and Paramount: A Recession Proof Business

2min

Talking Warner Brothers Discovery with James Goodwin.

James' Warner Brothers Discovery write up - https://www.firmreturns.com/warner-bros-discovery-inc-stock-analysis/

Follow James - https://twitter.com/FirmReturns

Follow Jason - https://twitter.com/afterinvestor

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