DISCB News and Press, Discovery Inc. Series B Common Stock From 12/01/21

John Paulson’s 13F portfolio value decreased from $4.35B to $3.51B this quarter. Paulson & Company increased Perpetua Resources and DiDi Global while dropping DISH Network. The top three positions are at 55% of the portfolio. For further details see: Tracking ...

Discovery, for me, is primarily a bet on the merger with WarnerMedia. Discovery's target price as a stand-alone business is $35.60. Taking into account the deal, the target price is $41.60. For further details see: Discovery: A Bet On Discovery+WarnerMedia's Deal

Discovery has filed the prospectus for its upcoming merger with the WarnerMedia business to be split off from AT&T. Management projections imply more than a double in Discovery A and C shares from current levels. AT&T still looks fairly valued based on the current market p...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Telecom and media conglomerate AT&T (NYSE: T ) has failed to convince investors with its recent earnings metrics. T stock has just hit a 52-week low of $23.96 — a level that is also the lowest in the past d...

I delve more into some of the bearish arguments that have been put forward against AT&T. I find some of these to be straightforward-enough to brush aside - not because they're not legitimate grievances, but either because they're backward-looking, or are probably more than priced-...

AT&T has continued its seemingly never ending march lower. Losses have accelerated of late byway of a sharp 12% drop recently and are currently residing at only $24.13 a share as of 11/21/21. Operationally, it appears the company is actually in very good condition, with strong res...

WarnerMedia (T -1%) intends to launch its own audience-measurement data operation next year, Variety reports - the latest big chip in the castle that is Nielsen Holdings' (NLSN -3.3%) multi-decade TV ratings business dominance. Warner hopes to deal some deals based on its measurement efforts ...

KeyBanc's "Key First Look Data" pores through credit card information to glean insights on memberships and churn at major streaming services, and along the way updates its price target higher on a key name. The bank used the account data to look at gross additions of unique customers and coho...

Comcast’s businesses will likely be growth-challenged over the next few years. Risks of reliance on China-related activities are rising rapidly. Extraction of significant profits and earnings growth from streaming is at best a long-term proposition. With risks rising fa...

AT&T is currently undervalued. The terms of the proposed merger/spinoff values the Discovery + WarnerMedia entity conservatively. Investors can buy AT&T at a fair price plus a stake in WarnerMedia + Discover future company at a discount. For further details see: ...