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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20 Apr 2020 07:00

Coronavirus as Secular Accelerator II: US Media/Telco Edition

In our weekly notes, we’ve been circling around an insight that is beginning to crystallize. Covid 19 is an accelerator of secular shifts in...

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09 Mar 2020 08:24

TMT Corona Virus Selloff Opportunities: Disney

We write this note as we see US futures trading down close to 5%. So...there is a good chance Disney becomes even more attractive tomorrow....

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bullishS&P 500 INDEX
01 May 2019 02:57

U.S. Equity Strategy: Upgrading Cap-Weighted Communications to Overweight

We continue to move increasingly toward the bullish camp and we believe equities are poised for higher prices moving forward. In today’s report we...

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bullishDiscovery, Inc.
18 Dec 2018 00:10

Discovery Management Will Likely Soon Be Helping Narrow the Share Class Spread

As share class trades go, Discovery has presented several opportunities over the years to take advantage of index changes, corporate events, and a...

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CTFN
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09 Feb 2017 12:41

Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?

Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased...

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