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Buy Now, Cry Later #1. Is the Market Wrong on Warner Bros?

BNCL hosted by Yegor and Alejandro Yela

Last week, we had a very interesting chat with Yegor from "From $100K to $1M" & More.

During the chat, we went over the key pillars of his strategy, including:

  • From Medical Device Specialist to Investor

  • Escaping Value Traps

  • Screening Worldwide Stocks

  • “Skin in the Game”

  • High Conviction (8-12 Stocks)

  • Warner Bros. Discovery (WBD)

  • The Deleveraging Thesis

  • Hidden Asset Value

  • Screening for Quality

  • David Zaslav’s Incentives

  • ROIC & Moats

Hope you enjoy!

Alejandro Yela

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