Bugs asks the key question to Zaslav: What’s up Doc?What is the path to a money making WBD? Warner Bros. Discovery, Inc. (NASDAQ: WBD ) price at writing: $13, dead pooled for the present. Fair value calculated by SWS: $6.47 Overvalued by ~50% Margin of safety: -106.73% Net income 3 yr average: ( $5.727b ). Data by YCharts Mr. Market mostly likes WBD CEO David Zaslav’s cost-cutting, but remains wary about the prospects of him getting his arms around the multiple ailments of the marketplace and a debt load not easily solved. It is solvable, but not at its current size. Below: Our thoughts about a strategy that might be worth considering based on the theory to learn from history, not repeat it, which is the pouring of old wine into new bottles. A bit of ancient WBD history with resonance today follows For those too young or generally disinclined to believe that there is much more to explain as to why a stock moves than data sets on its recent performance, join us in a bit of archeological digging. What WBD once was, i.e., WCI (Warner Communications Inc.), comprises a lot more of what it IS now than […]
K&X Design and Investment Technology, LLC
Invest The Invisible Impact
K&X Design and Investment Technology, LLC
Invest The Invisible Impact
