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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (78125)9/19/2025 1:18:06 AM
From: Madharry  Respond to of 78468
 
wbd- spectrum of likely offers per grok

Key Supporting Details
  • Structure: Majority or all-cash, targeting all WBD assets (e.g., Warner Bros. studio, HBO, CNN, cable networks).
  • Range of Speculation:

    Speculated Price per ShareImplied Equity ValueSource/Context
    $20~$50BAnalyst downside if deal fails
    $22.50~$56BInitial rumor per Puck
    $25~$62BCommon round-number estimate amid premium talks
    $26+~$64B+Premium projection (36% over pre-surge price)
    $30~$74BUpside if bidding war erupts




To: E_K_S who wrote (78125)9/19/2025 12:10:50 PM
From: Madharry  Read Replies (1) | Respond to of 78468
 
Bitcoin exposure now 6.6% of portfolio. HHH performing surprisingly well considering Ackman has not publicized that an insurance company has been formed let alone operational, I will continue to hold after reading a VIC write up of a year ago valuing the shares at $146 before the ackman take over.


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