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Philipp
@investdiversified
2Année·
10 Commentaires
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Divmann@Divmann
2Année
I only recognize a clear focus on $WBD
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Philipp@investdiversified
2Année
@Divmann oh the shit does not work again, edit does not work...
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How$y 🗽@Howsy
2Année
Still revealing your investment case for $WBD?
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Philipp@investdiversified
2Année
@Howsy89 In 2023, the company expects to achieve revenue of 52 billion and EBITDA of 14 billion. DTC sales are targeted at 15 billion. Synergies will save a further 3 billion. The FCF will initially be used to reduce debt, which is also the main risk. The FCF is expected to be around 8 billion, which would mean an FCF yield of around 20% at the current market capitalization. That would be brutally good and the market capitalization should then follow suit in the medium term 👍
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How$y 🗽@Howsy
2Année
@investdiversified all right, thanks for the insight. It would be too much future music for me.
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Philipp@investdiversified
2Année
@Howsy89 is of course always a matter of consideration
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Alphalex✖@StoneCo
2Année
I also bought 424 WBD.
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Cashcocktail@CashCocktail
2Année
Newmont is also on my radar (along with Doubleview as very risky and Barrick Gold)
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Cashcocktail@CashCocktail
2Année
@CashCocktail instead of Franco, I prefer Vale SA, for example...
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Philipp@investdiversified
2Année
@CashCocktail Vale is of course also top, especially due to the low costs of many extracted raw materials.
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