Warner Bros. Discovery Inc - Class A. Every tracked FinTwit mention of $WBD, newest first. 39 mentions since the first on Jun 9, 2025. See the price chart.
Alex Morris (TSOH Investment Research) — Thank you to @AndrewRangeley for having me back on YAVP!
We discussed $NFLX, $WBD, $PSKY, $DIS, and more
https://t.co/UKiphQePVu↗
February 2026 · 1 mention
Feb 27
The Future Investors — $WBD $PSKY $NFLX Paramount Skydance won the bidding war for Warner Bros Discovery with a $111bn offer after Netflix refused to raise its bid 📺 💰
If regulators approve, Paramount…↗
Raging Capital Ventures — If Ellison & Co. were really serious about paying top dollar to win $WBD, why did the Ellison Family not provide a personal guarantee earlier in the bidding. That was an obvio…↗
Jan 8
Colin King — Rethinking the $WBD spinco balance sheet↗
Alex Morris (TSOH Investment Research) — It's interesting to consider how Netflix would have responded (if at all) to $WBD selecting the $PSKY offer at $30. Now we're in a situation where Netflix has communicated to vario…↗
Dec 11
Alex Morris (TSOH Investment Research) — Today's TSOH Investment Research
"A Rare Opportunity" $NFLX $WBD $PSKY
Thank you to @FrancoOlivera for his help!
https://t.co/L4eNpRLkYD https://t.co/91OTJu0JvM↗
Dec 10
Alex Morris (TSOH Investment Research) — Former SVP of Marketing at $WBD: "Disney decided to terminate a whole bunch of its linear networks in Asia, essentially so they can simplify their business, focus on streaming, and…↗
Alex Morris (TSOH Investment Research) — Since Q2 FY22, global ARPU for Paramount+ has increased ~39% $PARA
Over the same period, global ARPU for HBO Max declined by ~12% $WBD https://t.co/f4oOdsyUff↗
The Future Investors — $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…↗
Oct 28
Raging Capital Ventures — 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…↗
Oct 4
Raging Capital Ventures — At my conference this coming Thursday, October 9th in NYC, along with our great speakers and networking, I will share 4-5 new investments ideas.
Last year’s ideas ended up doing q…↗
Raging Capital Ventures — 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…↗
Alex Morris (TSOH Investment Research) — $WBD CEO David Zaslav, August 2021 - "People are going to look at what we have... it's going to be formidable. Disney and Netflix got across the lake, and we think that this will b…↗
July 2025 · 2 mentions
Jul 21
Raging Capital Ventures — Has anyone done the work to calculate the exact amount of de-leveraging at $WBD due to their recent bond tenders?↗
Jul 7
Alex Morris (TSOH Investment Research) — "While a merger between $PARA, $CMCSA, and $WBD could in theory help narrow the scale gap with $NFLX, the real challenge lies in geographic redundancy and a lack of global diversif…↗
June 2025 · 3 mentions
Jun 14
Colin King — $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.
T…↗
Jun 9
Raging Capital Ventures — $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 &…↗
Jun 9
Raging Capital Ventures — $WBD tendering for $14.6 billion of debt as part of its planned breakup, which will allow it to crystallize significant fair value discounts and accelerate de-leveraging
https://…↗
— Thought this was interesting from Bloomberg $WBD / $PSKY — Warner board was “privately concerned about the certainty of the (Paramount) financing”… https://t.co/OWERCAcy3j
Colin King — 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 me…↗
Dec 5
Raging Capital Ventures — $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 buy…↗
Dec 5
The Future Investors — $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 $…↗