Letters by company

Warner Bros. Discovery, Inc.

2 letters discussing WBD. Everything written about it on this site is on its ticker page.

CrossingBridge Advisors Q2 2026 Commentary - To Infinity and Beyond CrossingBridge argues that AI infrastructure resembles earlier innovation booms where real technological progress coexisted with overbuilding and poor investor outcomes. The firm favored Polar DC, Oracle, Warner Bros. Discovery, Spirit Airlines and 888 Acquisitions credit, while increasing investment-grade exposure, reducing high yield and preserving liquidity. Q2 2026 ORCL $429BTSLA $1.5TWBD $78B
O'Keefe Stevens Advisory Quarterly Investor Letter Q4 2024 Beyond Inc. and Donnelley Financial Solutions are the 2025 top picks, based on expected easing of non-fundamental selling pressure, operational recovery and undervalued recurring-revenue opportunities. The portfolio retained Nvidia, sees small-cap inefficiency and shareholder sell-downs as fertile research areas, and made no new positions during the quarter. Q4 2024 DFIN $1.2BAER $22BFPH $665M