Disney And Warner Bros. Discovery: Key Questions For Management


  • Investors remain skeptical of the strategies implemented by media CEOs to improve earnings.
  • I suggest that media conglomerates should value their business units and consider spinning off or selling parts to reduce debt.
  • Specific questions are posed to CEOs of Disney, Warner Brothers Discovery, and Paramount regarding their strategies and financial outlook.

Portrait of male CEO in big corner office, looking out of window

PorAbove: Team talk is fine, but as always, the buck stops at the desk of the CEO on major strategic decisions.

Klaus Vedfelt

If there’s one palpable reality that investors can rely on in valuing stocks in the sector

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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