Reddit Posts
Ampere vs LightShed: two conflicting outlooks on legacy media streaming services: Disney+, Max, Peacock & Paramount.
Does FSR really look like a buy or YOLO?
WBD and Paramount merger talks, why are the stocks down, surely this is bullish for the synergies?
Warner Bros. Discovery in talks to merge with Paramount Global
Warner Bros Discovery currently has a 58% Probability of Bankruptcy - Macroaxis
People bought TTWO cuz trailers, Warner discovery stock anyone? WBD in time for Dragon and gold eggs?
WSJ - Hollywood Writers Reach Agreement With Studios, Streamers to End Strike
Hollywood studios, writers near agreement to end strike, hope to finalize deal Thursday
Hollywood studios, writers near agreement to end strike, hope to finalize deal ThursdayI
Warner Bros. Discovery Says Ongoing Strikes Will Mean $300M-$500M Hit to 2023 Earnings
SAG-AFTRA Gears Up For Possible Strike Against Video Game Industry
SAG-AFTA votes for strike authorization against at least 10 game companies
WBD narrows streaming loss thanks to 3x higher content licensing revenue ($410M). More "co-exclusive" deals coming.
Anyone still holding WBD after T split?
$AMC Barbenheimer Biggest Box Office Weekend Post-Pandemic $301 Million Estimated
‘Barbie’ Opens to Record-Setting $155 Million, ‘Oppenheimer’ Shatters Expectations With $80 Million Debut
Now that all the anti Hollywood weirdos are out and about....
What are some stocks that worth selling covered calls?
Massive Box Office Weekend Incoming $AMC $WBD Barbie FTW!
Astronaut Barbie will take MAT and WBD to the 🌙
Astronaut Barbie will take MAT and WBD to the 🌙
Moderation in this sub has reached a tipping point - too active, often problematic, and sometimes egregious.
Writers/Actors strike - who wins and loses
Warner Bros Discovery - licencing to Netflix
General question: Impact of Hollywood strikes on media stocks
Regional Bank Troubles, Streaming Wars, Writers' Walk Out. Suggestions/discussions!
2023-04-28 Wrinkle Brain Plays - In the style of Vanellope von Schweetz
2023-04-27 Wrinkle Brain Plays - In the style of Velma Dinkley
HBO max changing to MAX… and it’ll be a hard fall for WBD
My LONG picks for tomorrow What are your thoughts?
Warner Bros. [WBD] Looks to Close Deal for ‘Harry Potter’ HBO Max Series
Warner Bros. [WBD] Looks to Close Deal for ‘Harry Potter’ HBO Max Series
Real Life 'Ted Lasso'? Apple May Get Into English Football - Just Not AFC Richmond
"The Making of Harry Potter," a Warner Brothers Studio Tour set to open in Tokyo in the summer of 2023. $WBD
2023-02-28 Wrinkle-brain Plays (Mathematically derived options plays)
Warner Bros. Discovery finally bailing out of regional sports - report (NASDAQ:WBD)
Warner Bros. Discovery draws positive notes despite ad-driven earnings miss (NASDAQ:WBD)
WBD earnings call: year of building, new 'Lord of the Rings'; stock turns up (NASDAQ:WBD)
Thoughts on Warner Bros earnings after the bell? Are they overvalued at this point?
$WBD - Harry Potter is going to make $billions this year...and you can too!
What are your thoughts on SQ ahead of their earnings calls today?
'Magic Mike' dances way to cinema win on Super Bowl weekend (NASDAQ:WBD)
Technical Analysis & Trades: SPY QQQ IWM // LVS UNG PFG AXP WBD K KHC
Peak Recession is over. The Bulls Have It in 2023—and Last Year’s Losers Are Winners
WBD has $50.4bn in debt, DIS has $45bn, PARA has $15.6bn, and NFLX has $14bn. Netflix is the only one making money on streaming.
I sold all my growth and high risk stocks to tax loss harvest Dec 23-28. And feel horrible as the market has had a massive rally since then.
Netflix stock soars on the dollar’s slide
Netflix stock soars on the dollar’s slide
A great example of the market getting it wrong: WBD vs PARA
WBD on a rip, any idea why? No major news. Just over sold?
HBO Max ($WBD) is back on Prime Video Channels ($AMZN)
HBO Max ($WBD) is back on Prime Video Channels ($AMZN)
HBO Max ($WBD) is back on Prime Video Channels ($AMZN)
HBO Max ($WBD) is back on Prime Video Channels ($AMZN)
HBO Max ($WBD) is back on Prime Video Channels ($AMZN)
2022-11-29 Wrinkle-brain Plays (Mathematically derived options plays)
2022-11-28 Wrinkle-brain Plays (Mathematically derived options plays)
WBD - Long term Bullish, short term bearish/neutral - IVR 6 - strategies to buy shares using options
Why I'm bullish on Curiosity Stream ($CURI) - Deep Value Play (DD)
Why I'm bullish on Curiosity Stream ($CURI) - Deep Value Play (DD)
Why I'm bullish on Curiosity Stream ($CURI) - Deep Value Play (DD)
AMCX - Wall Street Played You Like A Fiddle
2022-10-25 Better Tasting Crayons (Mathematically derived options plays)
With today’s surprise what stock are you looking to sell?
How there have been not a stockholder revolt against what David Zaslav have been doing in Warner Bros. Discovery?
WBD Insiders claim David Zaslav may be looking to 'flip' WBD to Universal Comcast
WBD a monster in the making (Continuation: last post was taken down because of links)
Warner Bros Discovery (WBD) a monster in the making (Re-post because OG got banned for several hours before being unlocked)
Warner Bros Discovery (WBD) a monster in the making
Don’t care about the charts or the numbers, WBD will squeeze like backyard lemons
Mentions
I have calls and puts on WBD to catch a move after the earnings call. Buts it’s already priced in I believe. Also AAPL to 300!!!
More WBD. After that buyout offer on pitiful Denny's moved the stock up 50%, $27-30 buyout of WBD looks more promising.
Baby Jesus I hope WBD opens under $22 so I can load up some more.
any news on NFLX? why is it getting nuked today. Heard some litigation rumour? Or its ppl trying to get out before a WBD purchase actually materializes?
Oh noo. You got a few Small plays. My next bigger bet is gonna be the WBD buyout.
Dude, I was literally buying calls every week on WBD. 12-14 strike price. Then when a contractor check was late I didnt buy it when it shot to 20+ and im like fuck, of course it did. Same with $BE. I was doing options for 20-22 strike and stopped and now its fucking 132. I should have just went with a longer exp like next year, because damn those BE calls would have made me filthy rich.
I just started trading in August. One of the first stocks I looked at was WBD. I don't know much but it did seem undervalued. It was at like $12. I should've bought that. Been kicking myself for not getting in WBD and INTC I might sell some AMZN and get a NFLX so it becomes 10 before the split. Was also debating the same thing with META as I smell a split there as well because Mark needs the money and what better way than a split and make it easier for us retail investors. META will probably do a 5 - 1 split
NFLX 10-1 split + maybe buying WBD hype + 10% dip all in one triple bagholder package
Further trimmed WBD to buy beaten down "AI dumps," like Gartner, Factset. Both company valuations have reached lows not seen since 2009. Gartner is a play on risk of more AI slop needing even more professional research, even as Gartner dumped because investors think institutions will actually use AI chatbots to make future decisions. Factset dumped on additional capex into AI development, like META dumping with too much spend on Metaverse vaporware. Investors also think Factset-provided data will become commoditized and no one in wealth management will use it if they can just chatgpt the research. However, what is interesting is AI "stock research" providers like Perplexity actually uses Factset Data. So maybe FDS is pricing in cannibalization? Instead of using FDS, people will stop spending and use others instead.
WBD's now up over 300% since the April low One of the best trades of my life
Still riding that WBD train to the promised land as by far my largest position Nobody here talks much about it but it's one of 9 stocks in the S&P500 to be a bagger this year, and it's beat all the Mag 7s, Nvidia, Palantir, etc.
Next week WBD is reporting. Bullish af long-term but I’m all in puts in the short-term. I used to work for them. I ***know*** things.
I’m buying calls for WBD & DKNG. MLB playoffs have been streamed on HBO Max this year & that alone has marked this year’s post season the most viewed in history. And DKNG bc I love gambling.
I need $PSKY to buy $WBD now because the DD from here was wrong and its NOT a 36 dollar stock and my bags are getting heavy
I've been watching Netflix's content strategy evolve and this actually makes a lot of sense to me. They're already paying Warner Bros to produce shows like Stranger Things and Wednesday - why not just own the whole operation? The DC and Harry Potter IP alone could be massive for them. I mean, Disney proved how valuable owning your content library is. But honestly, I'm a bit skeptical about the price tag here. WBD has been struggling and thier debt situation is pretty rough from what I've seen. What I'm really curious about is how this would affect thier relationship with other studios. Netflix has deals all over Hollywood - would those dry up if they become a direct competitor to everyone?
i told y’all to buy WBD calls
My WBD calls are gonna go brrrrr 🚀 loaded up when PSKY got interested now Netflix is getting involved. Let's goooo
WBD!!!!!calls everywhere, spreads all over!!!
WBD stock bumping by the CEO is amazing to watch, lol. I wish I could enrich myself with public statements
Somebody dropped $2.25 millions on PSKY $16 Jan 2026 Somebody knows something I'm very certain PSKY is going to go publish with a high $20 bid for WBD very soon mix of cash and stocks, hence the massive put play
Have been holding this since $6 and will buy the bond soon. You should look up what the dolan discount is. The market cap is low but the enterprise value is much higher due to leverage. They bought back more than a billion in shares while leveraging up and now they are up to their necks in debt. As for why nobody is buying them up, you should check what content they actually own. Breaking Bad and stuff arent actually their property (Sony owns it(, they just own streaming rights for certain regions. But they do have a viable content studio. They produce mostly horror for their own streaming service which has around 13M premium subscribers. Its a niche but then again the stock is worth next to nothing. I hold it for two scenarios. Main case is deleveraging and unlocking cash flows in about 2-3 years, kind of like WBD. Secondary is a buyout.
Netflix is about to buy WBD which means they will own HBO as well LMAO🤌
Noone is interested in the D in WBD
That is the whole point WBD is splitting into pieces is to have one company be legacy media networks. The other is streaming and studios. They do that then suddenly there goes the whole legacy media people keep saying prevents Netflix, Amazon, Apple from jumping in. It why Paramount tried buy them before this split can take place.
Issue is WBD is worth more piecemeal than as one unit. None of the interested parties want anything to do with WBD's shitty cable business.
is anyone else in here playing the WBD sale? ANYONE
NFLX said on their earnings call this week they have no interest in legacy media networks when specifically asked about WBD.
Pretty sure Netflix was negging this idea a few days ago, maybe a negotiating tactic or it could be that actually they aren’t interested and WBD is trying to gin up headlines to support the price they want, rather the true value of what they have (which is always determined by the ultimate buyers, not the seller). This feels like the latter, tbh.
what'll happen to PSKY if it acquires WBD
I mean I am interested too but I don't think WBD is gonna except my offer of one dollar.
Not anymore. WBD is at $21/share now 😂
I'm sure everyone is interested. But sounds like WBD might be a tad greedy and I'm going to laugh when all the buyers pull out.
Buy WBD calls if you like money
I talk about WBD stock often in here and it never fails to get downvoted Even though it's one of 7 S&P 500 stocks to double this year Guess Batman can never be as interesting as fake gray meat But it's sure been a huge winner for me this year
WBD now one of 7 S&P 500 stocks to double this calendar year Never thought I would see it
> Sorry, can you expand more? So if I have a average of $25 and I sell a CC at $27 with a $200 premium, wouldn't I make $400 off my $2,500 investment? I read all this stuff and I'm so confused why it's not talked about more, seems like a great way to make small bits of profit! he's not saying you won't make a profit, he's saying you'll miss out on a ton of profit. i'll use one of my cc's as an example. when WBD was like $10/share, i sold some $17 cc's expiring next year. got a good premium at the time, and a $17 strike is profitable. it's currently trading at $20/share though, so i'm missing out on that (and missing out even more if the potential sale drives it higher).
WBD marching upward slowly. I believe they'll get a price above $24 / sh.
Jumping into Warner ($WBD) today. An article by William D. Cohan came out yesterday evening that makes a compelling case Ellison will increase his bid to somewhere between $30-$40 per share to sew this thing up and expect it to happen soon. Link below (there's a paywall but they have a 14-day free trial) [https://puck.news/why-zaslavs-playing-hardball-with-his-wbd-sale-options/](https://puck.news/why-zaslavs-playing-hardball-with-his-wbd-sale-options/)
gonna need someone to buy WBD for more than 24 by nov 14th
WBD you heard it here first
martingaled on the fake WBD dip and am now printing. works until it doesn't. stop loss set ps
not today for WBD I guess. lame
cnbc reporting that WBD already rejected a paramount offer of 24 / sh. seems bullish WBD to me
Wonder if the WBD buyout offers are just everyone looking to buy those dc movies in the hopes of a new marvel type cashcow to milk. The new guy has basically just been doing a reskin of lame marvel style it for the dc movies, so it wouldnt be surprising if thats how it goes down. The stock is up again
WBD close to $21 after hours, trimmed 5%, I see this at most $24. Bought more RLI, ACGL, AMZN
Pretty sure WBD wants to sell They just want to pretend that they'll move forward with the split & denied Paramount's offer to encourage more bidders at a higher price
Guidance seemed in line. I’m more interested in hearing what management has to say about advertising and if it’s growing. And if they’re going to bid for WBD. Earnings seemed okay not great. Still up 30 percent year to date. We shall see what they say on the call and how the market reacts tomorrow.
The problem is WBD looks like it’s all or nothing. You don’t get to pick and choose what you want. So the decaying linear cable part of the business looks like it will come along for the ride. I don’t really want Netflix buying that piece of junk. If they just get the studio part I guess it’d be alright but wouldn’t want them to overpay for it.
There’s a report that said Netflix and Comcast are interested in buying WBD studios. The Netflix co ceo just said they’re probably not interested a couple weeks ago. So someone’s lying and I hope they clear this up on the earnings call today.
my dudes. get in on PSKY, mfs gonna acquire WBD. easy tendies
Who's buying WBD now that they're up for sale??
Shoulda bought more WBD
Zazlav has officially steered WBD off the cliff. Has to be ones of worst CEOs of all time
> Netflix and Comcast are among the interested parties, sources told CNBC’s David Faber. Wonder why Netflix want in they had just publicly denied having interest in WBD a couple weeks ago.
I'm not going to "cut my losses" anymore. The stock always goes up. Also, Fuck you, WBD
PSKY f ellisons, they lost the WBD bid
When Paramount buys WBD they will be the go to for content
WBD long dated calls under $25 is free money for the PSKY acquisition
WBD so far had three 100k plus daily option volume ( today is 170k) since the rumors that Ellison is going public with the bid Before the daily option volume was 40k a day Do what you gotta do with this info both I'm nuts deep in psky and wbd calls
Psky to publish offer to buy WBD over the weekend Place your bet! Source : my left nut
How would you feel if someone responded to what you said with "You are right there is no near term catalyst. It up to the earnings reports coming up to alter opinions on the sector. My view is I am picking of these stocks after they have corrected 20-30%. If interest rates get cut that will make it easier for them to do more buyouts along with their own holdings valuations can rise. For example recently Paramount trying to buy WBD and there are rumors they want APO to help them with funding. I imagine stuff like that may pick up if interest rates get cut.
All in Nov 21st. $20 calls WBD pending buy out news in the next 2 weeks Free guaranteed money IMHO 300% to 500% Not a financial analyst Trade on your own risk
WBD Nov 7 $20 calls are literally free 300% to 500% return Psky to publish 24 plus bid for WBD by next Friday
With the PSKY WBD acquisition, let's say you have WBD $25 c and they settle on 25 or above per share, how expensive do those calls go since its guaranteed to hit ? Or what if the acquisition price is cheaper than the strike price ?
Psky to publicly bid on WBD in the next 2 weeks, option volume went from 15k to 100k, $25 offer incoming, free x3
Anyone else loading up on WBD and PSKY calls for the inevitable merger ?
Hey PSKY, if you want to buy out WBD, your share price should be higher. Thank you for your attention to this matter.
0 percent chance. Netflix makes bank producing garbage. Why would they overpay? None of the content WBD has even aligns with Netflix other than HBO. Truly, if HBO was it's own thing, I think people would pay for that and forget the rest of it. Nobody wants WBD and it's not even actually worth $20 a share.
As someone saddled with a bag of dog shit that is WBD shares after the split I'd be happy for that.
Yeah it worked. Don’t think it works with WBD.
PSKY won't immediately, but when they put out a better offer than Comcast, the stock price is going to fly. The only other buyer that can realistically pull the trigger is Apple. I don't think Apple wants a bunch of loose IPs, traditional cable networks, and $30 Billion in debt just for HBO. I cannot believe that Apple would choose to buy IP over AI at this point in time. It would take a real leap of faith for me to believe that. That pretty much leaves the Ellison's. Larry is lockstep with the Administration politically and is already aligned with them through the TikTok deal. This move would skirt by the SEC no problem, which pretty much just leaves the ball in the WBD shareholders court. Do they really believe they can wring more out of this dead horse later when they have buyers ready to go NOW? The deal rejected at $20 just makes it so Larry can beat up other people for money, demand they front more to deal the deal at $27, and we all walk away happy
Just the first step in the dance. I'm convinced Paramount is buying WBD
The deal will happen at 20 plus these are theatricals. Zals the CEO of WBD gets 300m pay check if WBD as a whole gets bought out, updated his compensation package 3 months before the rumor to include that. If not he has to wait 5 years to get paid God knows at how much per share plus if get 100% of the performance based compensation The guy isn't an idiot
I somehow bought WBD calls prior to any news of the paramount buy out. News came, made some easy money. Own some PSKY I think its a good long term play. If both dip this week, will buy calls. The ellisons want WBD, one way or another its gonna happen
Im not into the cloths stuff really. But yeah, let me know in 6months. I am also waiting for a good longterm entry for warner brothers discovery WBD since harry potter will get a re-boost series from 2027 onwards.
Thank god I own PSKY and not WBD
WBD not interested in PSKYs offer
I know WBD and Paramount some biiig things may happen in the next couple months
Got ya. I like WBD also. Thanks for sharing your others!
Everyone’s watching the market bro. I got SES , RR, WBD and PLUG
Everyone’s watching the market bro. I got SES , RR, WBD and PLUG
When PSKY acquires WBD/CNN, Right wing boomers will be controlled by Murdoch Left wing boomers will be controlled by Ellison
PSKY in talks with an acquisition firm about the WBD merger. My calls are gonna print 🚀
PSKY to acquire WBD for $60 billion rumors !! Apparently they approached Apollo and a few PE firms Please God make it happen !!! PSKY will be a x15 long term
Oh, I closed a while back. Too many unknowns at the time and estimates were constantly being revised downward. I know a few guys that doubled down in the single digits but I found better opportunities in $HOOD, $TOST, $GENI, $DRKTF, $BMY even $WBD.
Just lost everything on WBD rigged ass rugpull
Up 121% on WBD, should I hold on or sell some?
wtf WBD straight up fuckin rigged