The Exchange cover image

Don’t Bank on a Pause, The Streaming Wars, and San Francisco the New Detroit? 5/5/23

The Exchange

00:00

Warner Brothers Discovery: The Future of Streaming

HBO was basically in a mangled as far as its management for quite a number of years under AT&T. This company is extremely cash-generative unlike Netflix and some other streaming companies. So I think this is a great risk reward here with the amount of free cash flow that's being generative, these very recognizable franchises.

Play episode from 31:21
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app