What Michael Burry's Warner Bros Discovery Position Means For YOU | $WBD Stock Analysis

[@tigustigus6873]

The long-term debt is only $44 billion, with low-cost fixed-rate, long-term staggered maturity debt with an average life of 14+ years and an average rate of 4.6%.

[@GordonGekko98]

My biggest bull case is once they make something like Sopranos or Friends, people watch it for decades and they collect revenue at extreme margins after the fact. The more A+ content they produce (Game of thrones, Last of Us, Barbie) the more content they build to their library. Over the years things like writers strikes won’t affect them because they will have such a built up library

[@EverythingMoney]

You are right on that they need big shows again! AP

[@billy2069]

The issue is “big shows” aren’t easy to come by anymore. We have 1M media content pumping at us all the time video games are now longer, online gaming communities are more immersive more updated, Netflix, KZbin, Sports, etc.

[@kennethroan9560]

​@@billy2069 They already own the franchises and have the data.

[@xvx4848]

The problem with these calculations is it doesn't account for one word: Bankruptcy. Sure you could make 10, 20, 30, even 40% off this investment but with their debt level you could also make a big fat zero when they file for bankruptcy. People are so quick to forget the past when most of the major automakers filed for bankruptcy and shareholders got shafted. Just remember when you hold individual stocks your entire investment can always go to zero. This is why low debt is generally safer since bankrupting a company with no debt is difficult if not impossible.

[@EverythingMoney]

That risk is everywhere you invest , if you don’t want any of that then just invest in etf .AP

[@G500sottovoce]

Warner Bros. Discovery CEO David Zaslav said the company is preparing its balance sheet to be an acquirer in the next 12 to 24 months. Probably they are not concerned anymore about debt.

[@TomBTerrific]

I held stock in men’s warehouse (Taylor) when they went bankrupt. I lost everything (stock) that I owned. So what shield does bankruptcy provide stockholders again?

[@richarnold1224]

the debt was taken from ATT during the spin off.

[@EverythingMoney]

Yes I remember reading on that , thanks for sharing.AP

[@TomBTerrific]

Okay. That doesn’t reduce it so what is your point? They came by it honestly?

[@TommyDimes5816]

Can you do an update on WBD? Stock much lower now

[@merlintolstyk8055]

I know you like to look at the company history and extrapolate from there. And most of the time that works but not here. This company has only existed in its current form for about a year. The long-term financial history doesn't provide any real insight to the future. I'm a shareholder that just started buying in the past few weeks. Yes, the debt is high but they are executing on their plan to aggressively pay it down. Like Peter Lynch said in his latest interview "you make money on stock by buying something going from bad to good or good to great." If they keep reducing the debt at their current pace it will totally be a "going from bad to good" story.

[@EverythingMoney]

You are right looking at this , it’s only a 1000ft view of the hole story . And this company at this new state it is has not mature enough , I would wait a few more years to see what they do.AP

[@florianf2718]

What do you think of ASML stock?

[@EverythingMoney]

I would have to check it out first , but what did you see that cought your attention ?AP

[@tonydioguardi8981]

Sry but this guy has zero understanding about WBD, the special charges and the increased FCF Gross Debt is now 44B, they've paid down 12B in the last two years. IDk where he's getting 65B...in debt??

[@mzvandoren]

The enterprise value of WBD is 72. Your enterprise listed on your software is wrong here

[@EverythingMoney]

Thanks we will give it a look.AP

[@jimbooneway1808]

hit near 15 yr lows today with 7 handle. holy cow.

[@ExtremeGamer1153]

Hello, I found two 8 pilla thrillas using the software, would be really interesting to hear your thoughts on the industries during recessionary periods! MBUU and PHM (boats and housebuilding)

[@stevenbond4637]

PHM is gone to the moon :) looks great, wish I saw your post four months ago :) MBUU still cheap, the big dip in eps lately is nearly all because they had to pay 100m out of earnings for damages after a years long court case, so most of a years revenue, one assumes they won't just get 20m insurance cover in future and that won';t happen again, if the 10% hit or so to revenue maybe on bad press doesn't have a bigger or more lasting impact than at current prices - on thier first full bounce back year - they'll be trading at 6 times Free Cash Flow or something with super stable earnings and margins, it's quite tempting

[@shawboy12345]

The debt is all fixed rate, why even talk about interest rates?

[@SSSS3214]

but they can pay it back for the biggest part. They proved since the merger already they are actively paying back their debt in big numbers.

[@benjaminbritsch1749]

it doesnt make sense to talk about 3 Billion FCF in a 5 year average since they just had a big merger.... they plan with 5+ billion in FCF on a yearly basis... with that they can pay back the debt that comes to maturity

[@EverythingMoney]

I don’t think they have to pay that debt I read they where sending it to Att to have a clean slate .Maybe it didn’t happen I will have to read more about it .AP

[@benjaminbritsch1749]

@@EverythingMoney ? will T pay the debt? sounds strange why should they give away billions to WBD?

[@Lycan3303]

Math is power 💪

[@EverythingMoney]

So is history .AP

[@apostolos_]

Please one review at these prices now!!!

[@207j]

And you didn't mention anything about the obscene share dilution...

[@SSSS3214]

Big share dilution? I don’t see that

[@Tell_It_Right]

Will you do a vid on PayPal? It's below $60 right now.

[@EverythingMoney]

Sure it will come into rotation.AP

[@cognation9040]

Thanks for another wonderful analysis. Can you cover $DOCN, $DOCS, and $TDOC? They are down quite a bit and I am wondering if this good time to average cost into these stocks slowly.

[@SavionLThomas]

Take the trail then drop it in chat and we’ll talk about it with you

[@EverythingMoney]

Noted, we will give them a look.AP

[@brentnelson2485]

PERI?

[@Dota-us4xh]

I think waner bros discovery is a great buy will grow in the future

[@onesavedvoice]

Six months later WBD is at $8.37 with more room to slide. The "power of the software" has to do better don't you think?

[@EverythingMoney]

We never bought WBD nor did we ever tell someone to buy WBD. We arent the rest of KZbin by only doing videos of stocks we like...we do videos of a lot of stocks we dont like or own. - Timo

[@TomBTerrific]

That’s the power of this software as he said in closing. Must be screaming buy now.

[@jjtolson]

I MADE THE VIDEO IN THE CHAT @10:37 woohoo!

[@EverythingMoney]

Congrats !! AP

[@GrahamLorenz]

I knew as soon as u were just looking at the numbers that u had no idea what u were talking about. This is a BRAND new company lol looking at 5 year numbers means nothing

[@Saxafruge]

i tried his software a year or so ago and it was awful. Hopefully its gotten better

[@JacksonDiVincenzo]

Can you do big lots 👀?

[@EverythingMoney]

Noted thanks!AP

[@angel878958778]

I dont think that the interest rate is the same for someone who has billions in debt and someone who has 100k in debt :)

[@Javalipapere]

Too much debt and I don’t consider it one of the top 50 stocks in which to invest

[@EverythingMoney]

That is true , I will wait for this one to mature more.AP

[@JJ-fb2lp]

nope a stock that doesn't pay dividends is not for me.

[@petervigna3579]

Batman is the main reason as the world starts to become more like gothem city people are relating to it more

[@EverythingMoney]

Who’s Bruce ?AP

[@obrienortega6942]

No way in hell I would invest in Warner Bros. That debt is a killer. This is a big fat NO!

[@EverythingMoney]

Double check this , but if am not mistaken they will send some of that debt over to ATT

[@JessicaHarris-x7w]

Gonzalez Elizabeth Taylor Brenda Taylor Matthew

[@alexevans7356]

And it goes lower

[@johnheldman8798]

this guy is so far off with the debt numbers, how can i rely on anything else he says???

[@rcg5317]

From one underperforming stock to two. Lots of smart people have been tricked by these.

[@EverythingMoney]

Yes you could be right .AP

[@emmaliduncan5744]

Jackson Donald Clark Jessica Moore Linda

[@thegamerboneless2864]

Mike, has mental issues, I get the world thinks he was the only one screaming the housing market crash, he was not, I was born that time their was a few calling for it. Mike is a dangerous and st time very unstable man, but extremely smart when he isn’t off his rocker. Dude goes from manic to depressed, and some of his actions are dangerous, a lot of idiots idealize this man, he is brilliant, but he is also brilliantly cryptic, and a lot of times way to early, then beats that drum until he is t early. I don’t know if that makes sense, but he is not some walking seer, he has a system like all of us, and that system is great on a percentage like all. The average Joe should not be messing with there portfolio’s like him.

[@JayKay9112000]

AMCX is selling for 1.5 times next years earnings

[@EverythingMoney]

Thanks for the comment , is that the only thing you like about it?AP

[@JayKay9112000]

@@EverythingMoney I’d look at the numbers. Seems ridiculously cheap. One quarter of loss in last two years due to a one-time charge. EPS is expected to decline, but not by much and still selling for 2 times 2026 estimated EPS.

[@scalp340]

Their debt is just astronomical compared to their cashflow and they actually brought in negative income last year. They also just issued a massive share increase and ROIC is absolutely terrible Your silly software says it's a buy, but it's wrong and even tho by other metrics actually still isn't terribly overvalued. Either way, not interested (even with a 10 foot pole) dawg.

[@EverythingMoney]

The sofware is not wrong it’s what ever assumption YOU make will make it look like a buy or not.AP

[@dancingdiamondsjewellersltd]

🖊💎📃🔋

[@EverythingMoney]

Thanks for your support.AP

[@zgreg427]

Value trap channel

[@EverythingMoney]

Boring comment.AP