DISCK News and Press, Discovery Inc. From 12/03/21

InvestorPlace - Stock Market News, Stock Advice & Trading Tips It’s been nearly 38 years since AT&T (NYSE: T ) became a stand-alone stock, replete with its “deathstar” logo, after the telecom giant was split into seven smaller telecom companies a...

TimeWarner is worth valuing as a standalone business and its ability to drive shareholder rewards. AT&T investors and Discovery investors will, within the next 6 months, receive shares in the new company. The combined company is being heavily undervalued by the market and its ...

Discovery management has successfully built a company. The challenge of a large merger like this is managing all the different businesses acquired. Large mergers have a less than optimal history. Management probably should consider spinning off or selling noncore parts of the ...

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

When AT&T (NYSE: T) announced an agreement to merge its WarnerMedia entertainment division with cable network titan Discovery (NASDAQ: DISC.A) (NASDAQ: DISCK) on May 17, AT&T's stock sank. It continued to slide lower over the next six months and hovers near a 52-...

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...

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 ...