ENTITY
Discovery, Inc.

Discovery, Inc. (DISCK US)

19
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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30 Mar 2022 01:21

Streaming's New Hamster Wheel

New data shows US streaming subscription churn is 35% and over 50% for younger demographics. To compete, streamers will have to rely more on free...

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10 Feb 2022 23:30

Disney 1Q2022: Knockin It Out of the Park

Despite a fantastic Parks quarter, which we think offers sustainably higher profits, the higher competitive intensity in streaming means the SoTP...

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bullishBHP Group Ltd
16 Jan 2022 09:00

Last Week in Event SPACE: BHP Group, Crown Resorts, 51job, Hitachi, Razer Inc

The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...

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bullishDiscovery, Inc.
12 Jan 2022 04:05

MergerTalk: Why Playing the Pending Discovery/WarnerMedia Merger Through AT&T Could Pay Dividends

Riding the coattails of AT&T may be the most lucrative way to gain exposure to the value creation expected from the post merger entity

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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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