ENTITY
Discovery, Inc.

Discovery, Inc. (DISCK US)

18
Analysis
Consumer DiscretionaryUnited States
Discovery, Inc. provides non-fiction entertainment. The Company operates a wide range of educational television channels as well as offers consumer and educational products and services, and a diversified portfolio of digital media services.
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bearishNetflix Inc
20 Oct 2021 21:58

Netflix 3Q21: Saved By Squid Game

Over the course of the past year we have gone from being short Netflix to long Netflix...and now we return to the sidelines. We need greater...

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bearishCloud Village
24 May 2022 06:45

Cloud Village IPO Lock-Up - Selling the PE Stock (US$350m) Might Solve the Liquidity Issues

Cloud Village Inc. (CVI), also known as NetEase Music, raised around US$420m in its Hong Kong IPO in Dec 21. Investors will be released from their...

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bearishNetflix Inc
21 Jan 2022 22:05

Netflix 4Q21: Don’t Look Down

Netflix's poor 1Q subscriber guidance implies 9M net adds for 2022, well below the ~25M level investors are accustomed to, implying saturation,...

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bearishNetflix Inc
21 Apr 2021 20:00

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...

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bullishDiscovery, Inc.
18 May 2022 05:45

MergerTalk: Why Warner Bros. Discovery Is A Mis-Valuation Opportunity Rather Than A Value Trap

Why Warren Buffet's enthusiasm for Paramount Global should encourage value investors to take a closer look at Warner Bros, Discovery

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