MergerTalk: Why Market Apathy To Discovery's Merger With WarnerMedia Is A Gift To Value Investors

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

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

AlphaSituations-Event/Catalyst Driven Research, AlphaSituations

Robert Sassoon

AlphaSituations-Event/Catalyst Driven Research

AlphaSituations

Event-Driven

<ul>
<li>The <a href="https://www.smartkarma.com/entities/netflix-inc" target="_blank" data-smartkarma-citation="entities:20451:1" rel="noopener">Netflix Inc (NFLX US) </a>fall out has created a significant buying opportunity in Warner Bros. Discovery (WBD US)</li>
<li>Warren Buffet's purchases of WBD peer Paramount Global (PARA US) only serves to validate the buying opportunity in the much cheaper WBD</li>
<li>Attributing a PARA-like value multiple to WBD's Consensus 2023 EBITDA which is a little lower than management's reaffirmed guidance, indicates a value up lift of 80% plus</li>
</ul>


The Netflix Inc (NFLX US) fall out has created a significant buying opportunity in Warner Bros. Discovery (WBD US)
Warren Buffet's purchases of WBD peer Paramount Global (PARA US) only serves to validate the buying opportunity in the much cheaper WBD
Attributing a PARA-like value multiple to WBD's Consensus 2023 EBITDA which is a little lower than management's reaffirmed guidance, indicates a value up lift of 80% plus


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

Discovery, Inc.

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