Global media and entertainment company operating streaming, cable networks, and film and TV production studios.Yahoo Finance ↗wbd.com ↗
2 takes · first discussed Nov 16, 2024 · last Dec 13, 2025
Commentary only — they've discussed this name but haven't made a call on it, so we don't attribute any call return to it. The stock's price chart and the takes are below.
The price since they started discussing it. Click a mention to see where it stood — these are comments, not calls.
The overall view on CNN / Warner Bros. Discovery is cautious to negative, driven primarily by Sacks across two timeframes. In late 2024, Sacks flagged structural audience collapse at CNN and MSNBC — with MSNBC ratings reportedly down ~50% post-election — and mounting layoffs as evidence of deep, ongoing erosion in legacy cable news. By late 2025, his concern shifted to the corporate level, where he argued WBD shareholders would have been better served by Paramount's all-cash offer for the full company rather than the Netflix deal, which he views as leaving shareholders stranded with the weaker cable assets. No other hosts provided competing theses, so the bearish-to-skeptical framing is Sacks' alone, with no intra-host disagreement on record.
Sacks argues WBD shareholders would be better served by Paramount's higher all-cash offer for the whole company rather than the Netflix deal that leaves them stuck with the cable 'shit co' assets, expressing surprise the board chose Netflix.
I think if you're a shareholder in Warner's, you probably want to sell the whole thing. You don't want to just be stuck with the bad assets. So I'm a little surprised actually that the Warner's board went with Netflix when they had”12:33