WBD — every tracked call

WBD

3 tracked calls · 2 long · 1 short · last 90d: 1L/0S

first called by All-In Podcast 7mo ago

WBDWBDLONG2d ago

“HBO max is launching HBO max shorts for those who don have the attention span to watch an episode of TV... it actually is great content so I can understand why they're trying to own a piece of that.”

TBPN

Warner Bros. Discovery reclaims the TikTok generation by launching a vertical scroll feed in July 2026 to directly monetize its massive library of HBO clips.

WBDWBDLONG@ $25.14

$26.38+4.94%

since call Jul 29

peak +4.9%

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WBDWBDSHORT6mo ago

“my worst performing asset would be traditional media stocks. And I do think that they're going to underperform.”

All-In Podcast

Independent creators on YouTube hollow out traditional media; legacy media stocks underperform.

WBDWBDSHORT@ $29.52

$26.38+10.62%

since call Jan 10

peak +12.5%

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WBDWBDLONG7mo ago

“Warner Brothers Discovery. I think the fact that the M&A deals being done at three times the value that this thing's been trading out for the last couple…”

All-In Podcast

M&A is pricing WBD content at 3x recent trading: undermanaged library finally getting valued

WBDWBDLONG@ $29.29

$26.38-9.91%

since call Dec 24

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