Hi Paul,
Yes - I saw the report on twitter. iHeart, too - thought that was interesting. CMLS is the better business, imo. NXST is related to that broadcasting category - I always thought it was priced fairly. Perhaps I missed something.
WBD is a Buffett stock - nobody can convince me otherwise. Buy it and don't look back!
(Make no mistake - I stole the QRTEA idea from him. It was not original!)
HBI was what I found interesting. Champion is the only brand they operate that I'm familiar with.
Are they worth looking into? Who are they catering towards?
For me, Champion, Nike, Adidas, Hollister etc - I buy the hoodies. The quality is the same, they even feel the same, they are regarded similarly - only the logo on the front is different.
Therefore, I buy whichever is the cheapest at the time - for that reason, I feel Champion has no pricing power.
Best,
Harshu Vyas
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