Discovery Communications: Exiting the “Terminal Value Tunnel”

Discovery Communications Events: Exiting the "Terminal Value Tunnel" August 9, 2017 DISCUSSION In the 2Q17/SNI deal call, DISCK CEO David Zaslav hit on precisely what I believe is taking place right now for high quality content companies: They are in a "terminal value tunnel" as they transition from a traditional cable bundle-dominated world, to one … Continue reading Discovery Communications: Exiting the “Terminal Value Tunnel”

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Discovery Communications: Entry Catalyst on Path to $40+

Discovery Communications Events: Entry Catalyst on Path to $40+ July 31, 2017 SUMMARY INFO NASDAQ: DISCK Recent PPS: $23.33 (7/31 intra-day PPS) FD Shares Out: 578 million (2Q17) Market Cap: $13,485 Debt: $8,263 Enterprise: $21,748 2018 Estimates: Sales: $7,251 EBITDA: $2,612 Net Income: $1,377 ($1,836 x .75) EPS: $2.38 Gross Leverage: 3.16x DISCUSSION Discovery Communications … Continue reading Discovery Communications: Entry Catalyst on Path to $40+