Full DD on Warner Bros Discovery Stock | WBD Stock Pitch

<p>Today we look into Warner Bros Discovery Stock (WBD stock). I think that WBD stock is under-appreciated by the market and is partially facing headwinds due to Netflix's most recent disappointing quarter. WBD stock is a buy because it is a growing free cash flowing company with a more than reasonable valuation, and they have a strong pipeline with many short &amp; long-term catalysts.</p> <p>Discovery’s content spans genres such as documentaries, history, exploration, nature, sports, health and kids. If you look at what HBO and Time Warner currently offer, it’s completely different from Discovery. &nbsp;HBO and Time Warner own massive brands like Harry Potter, Game of Thrones, Lord of the Rings, DC and Friends. Mixed together, it creates a holistic multi faceted offering for an entire family. Last summer, Discovery+ even covered the Olympics on demand, which drove new subscribers. The merger will also include CNN+, which launched on March 29th. In such a competitive market, their moat is their content offering. Unlike Netflix, both parties within this merger own their content, which is a significant value add because it increases their margins.</p> <p>But together, Discovery will give HBO the infrastructure and focus it needs to become an international industry leader. And both companies, together, will have the makings of a media giant which can easily reach 150-200M subscribers together, the likes of giants like Netflix and Disney.</p> <p>With regards to margins, due to the rollout of Discovery+ and the merger, SG&amp;A and marketing expenses have been higher. Over the long-term, these costs will evaporate. What’s encouraging is that they are still FCF positive, despite these higher costs. &nbsp;&nbsp;</p> <p>#WBD #StockAnalysis #DIS #NFLX #WarnerBrosDiscovery</p> <p>DISCLAIMER - The content in these videos shall not be construed as financial advice. It is your responsibility to verify all information yourself. This is a Youtube video for entertainment purposes ONLY. Do not make investment decisions based on