MergerTalk: Why Market Apathy To Discovery's Merger With WarnerMedia Is A Gift To Value Investors
The proposed merger of AT&T's WarnerMedia with Discovery has real shot of being a significant global competitor to leading streaming services...
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AT&T Announces WarnerMedia, Discovery Deal; To Slash Debt by $43bn
In a press release yesterday, AT&T and Discovery announced a definitive agreement to form a new global entertainment company by combining...
274 Views
Netflix 1Q21: We Ran Out of Content
Netflix just issued its weakest guidance in years. We think subscriber growth will reaccelerate in a few quarters, making Netflix a sneaky long by...
488 Views
HYBE (Big Hit Entertainment) Merges with Ithaca Holdings - "Stuck With U"
On 2 April, HYBE (formerly called Big Hit Entertainment) announced that it will merge with Ithaca Holdings. This marks one of the largest ever...
670 Views
Disney 1Q21: Is Streaming Enough to Support $200?
We move to the sidelines on Disney after being long for the past year. We think the stock has fully valued a streaming business that has a little...
567 Views