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.

$WBD — FinTwit mentions on Surfaced

Recent mentions

39 mentions

@vulturetradesMar 11, 2026 · 2:06 PM

ADDED HEAVY $WBD 28 Call 3/13 at 0.09 🚨

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@vulturetradesMar 11, 2026 · 2:06 PM

$WBD 28 Call 3/13 at 0.09 🚨 (full avg)

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@vulturetradesMar 11, 2026 · 2:03 PM

$WBD this can see $28+ today

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@vulturetradesMar 11, 2026 · 2:02 PM

High Confidence $WBD 28 Call 3/13 at 0.11 🚨

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@vulturetradesMar 11, 2026 · 2:01 PM

SHORT SQUEEZE ⚡️ $WBD 28 Call 3/13 at 0.11 🚨

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@vulturetradesMar 11, 2026 · 2:01 PM

$WBD 28 Call 3/13 at 0.11 🚨

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@tsoh_investingMar 10, 2026 · 12:56 PM

Thank you to @AndrewRangeley for having me back on YAVP! We discussed $NFLX, $WBD, $PSKY, $DIS, and more https://t.co/UKiphQePVu

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@ftr_investorsFeb 27, 2026 · 9:34 AM

$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 gains control of Warner Bros’ studio, HBO Max, CNN, and its media networks. https://t.co/PliMkhVwlZ

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@ragingventuresJan 27, 2026 · 2:35 AM

Realizing I somehow neglected $WBD’s contributions in 2025!

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@ragingventuresJan 9, 2026 · 2:09 AM

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 obvious & fair issue. Were they just going through the motions at the end? Or were they overconfident?

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@valuedontlieJan 8, 2026 · 10:24 PM

Rethinking the $WBD spinco balance sheet

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@vulturetradesJan 7, 2026 · 5:05 PM

$WBD 25% here nice

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@vulturetradesJan 7, 2026 · 5:04 PM

$WBD pushing highs up 27%+ 🦅

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@vulturetradesJan 7, 2026 · 4:44 PM

$WBD looks A+ 🦅

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@vulturetradesJan 7, 2026 · 4:42 PM

$500 Challenge Trade Idea $WBD

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@vulturetradesJan 7, 2026 · 4:42 PM

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

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@vulturetradesJan 7, 2026 · 4:41 PM

$WBD 29 Call 1/9 at 0.16 🚨

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@tsoh_investingDec 15, 2025 · 3:43 PM

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 various stakeholders - its customers, employees, and owners - about the deal and their commitment to it.

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@tsoh_investingDec 11, 2025 · 2:31 PM

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

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@tsoh_investingDec 10, 2025 · 6:47 PM

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 reduce the overhead cost from acquiring content that is required to sustain many 24/7 linear networks. Warner didn't have the courage to do that. Warner still has something like 25+ linear channels in operation in Asia, whereas Disney has largely ceased the majority of its linear channels." https://t.co/yPEm4EH9pu

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@ragingventuresDec 7, 2025 · 2:30 AM

Thought this was interesting from Bloomberg $WBD / $PSKY — Warner board was “privately concerned about the certainty of the (Paramount) financing”… https://t.co/OWERCAcy3j

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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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@tsoh_investingNov 11, 2025 · 1:30 PM

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

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@tsoh_investingNov 6, 2025 · 1:55 PM

$WBD DTC TTM Adjusted EBITDA Margins https://t.co/YcsFdpVBLW

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@tsoh_investingNov 6, 2025 · 1:13 PM

$WBD TTM Global Networks EBITDA has fallen >30% since YE FY22 https://t.co/2q2m6pgoaW

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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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@ragingventuresOct 4, 2025 · 1:21 PM

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 quite well: $AWE.L / $AWEVF was acquired by $QCOM for a big premium; $MRAM has almost doubled; and $WBD has roughly doubled. Only $BOOM has struggled. I also reiterated my bullish views on $FPH and $EFXT last year, with both up around 80%. It has been a good year, let’s see how we do with this year’s ideas. Knock on wood! Click here to learn more and to register (a few seats are still available): https://t.co/cLRrOc9LET

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@ragingventuresSep 11, 2025 · 6:23 PM

Sell $ORCL, buy $WBD!

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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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@tsoh_investingAug 7, 2025 · 12:59 PM

Trailing Three-Year UCAN DTC Revenue CAGR $WBD: +4% p.a. $DIS: +10% p.a. $NFLX: +12% p.a.

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@tsoh_investingAug 7, 2025 · 12:55 PM

$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 be the third global streaming service. That's our mission... Right now, I really like where we are." https://t.co/aNxigHp85E

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@ragingventuresJul 21, 2025 · 7:57 PM

Has anyone done the work to calculate the exact amount of de-leveraging at $WBD due to their recent bond tenders?

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@tsoh_investingJul 7, 2025 · 2:36 PM

"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 diversification."

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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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@ragingventuresJun 9, 2025 · 4:39 PM

$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://t.co/jzbaXhKBpt

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