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$WBD

Warner Bros. Discovery Inc - Class A

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$WBD

Warner Bros. Discovery Inc - Class A

Past 12mo:39mentions5voices

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Frequently asked

Who mentions $WBD most on Surfaced?

@vulturetrades (Vulture trades 🦅) mentions $WBD most — 12 mentions in the past 12 months.

When was $WBD first mentioned on Surfaced?

The earliest tracked mention of $WBD in the Surfaced archive was on Jun 9, 2025.

How many voices track $WBD?

5 FinTwit voices have mentioned $WBD 39 times in the past 12 months.

What kind of voices mention $WBD most?

$WBD is mentioned most by Long Research voices on Surfaced.

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Recent calls

10 calls

@vulturetradesMar 11, 2026 · 2:03 PM

$WBD this can see $28+ today

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@vulturetradesJan 7, 2026 · 4:42 PM

High Confidence ⚡️ $WBD 29 Call 1/9 at 0.16 🚨

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@valuedontlieDec 5, 2025 · 9:07 PM

2 thoughts coming out of $NFLX / $WBD announcement: 1) spinco is going to get absolutely puked — can’t envision anyone wanting to hold this given this transaction 2) remaining media cos going to aggressively consolidate out of (perceived) necessity

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@ragingventuresDec 5, 2025 · 2:32 PM

$WBD worked out quite nicely over the past two or so years, although I was a little too quick to hedge out a lot of my position in the high teens. Focused on $CMCSA now, been buying long dated out of the money 2027 calls

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@ftr_investorsDec 5, 2025 · 12:26 PM

$NFLX $WBD Netflix is acquiring Warner Bros. + HBO for $82.7B — combining Netflix hits with iconic franchises like DC & Harry Potter. Netflix keeps WB operations and targets $2–3B/yr savings. Expected to close in 12–18 months. 🎬📺 https://t.co/9RO249oV51

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@ftr_investorsOct 31, 2025 · 9:33 AM

$NFLX $WBD Netflix is exploring a bid for Warner Bros Discovery’s movie and streaming business. 🍿📺 The deal would give Netflix access to massive franchises like Harry Potter, DC Comics, and HBO’s hit series. A game changing move from Netflix? 🤔 https://t.co/1xyUSdW7QS

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@ragingventuresOct 28, 2025 · 1:15 AM

A $CMCSA bid for $WBD could unlock value at Comcast by forcing a NBC/Peacock spin. These media assets deserve a big premium to $CMCSA’s ~5.5x EBITDA multiple, and synergies should pay for the $WBD deal premium. Not sure how Roberts appeases Trump though; MSNBC is so slanted.

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@ragingventuresSep 11, 2025 · 6:21 PM

I no longer own the calls, but I own a bunch of $WBD stock. With $WBD around $16, I sold some stock, sold some stock against the box (by shorting against my LTCG position), and bought near-dated puts. $WBD is valuable and a takeout could be $20+, but who knows what drama lies ahead and/or how elongated the timeline may be. Fun!

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@valuedontlieJun 14, 2025 · 1:41 PM

$WBD Spinning off the declining (for now) cable networks business. Likely closer to $7bn EBITDA after 1/2 corp costs allocated and further decline in 2025. At 5-6x = $35-42bn. Targeting $1.3bn in DTC biz in 2025 + $1.7bn studio EBITDA less $630m corp costs = ~$2.4bn. What's that business worth? 12x? Call it $28bn. So... $35-42bn for cable networks $28bn for studio/streaming less $34bn net debt = $24-33bn on 2.5bn s/o = $12-14/share vs. $10 today not counting additional debt paydown up to spin, value of "other assets," or potential for RMT with CMCSA watching this one...

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@ragingventuresJun 9, 2025 · 4:49 PM

$WBD is moving forward with the break-up of its linear “Global Networks” and “Studio & Streaming” businesses, with a mid-2026 targeted completion date. I still think the Studio & Streaming unit is worth more than the current EV of the entire biz today. Also, Barry Diller is optimistic that linear valuations will soon bottom out as a new bundle is created: https://t.co/2Gm1gHsYdb https://t.co/rzewDXGReX

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