Here’s What Lifted Warner Bros. Discovery (WBD) in Q4

1 month ago 25

Soumya Eswaran

Thu, January 29, 2026 astatine 8:44 AM CST 3 min read

Greenlight Capital, an concern absorption company, released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Greenlight Capital’s concern strategy focuses connected constructing a bottom-up portfolio comprising undervalued agelong positions and overvalued abbreviated positions, portion besides including a macro publication to hedge risks and seizure insights. The Partnership returned 9.0% (net) successful 2025 compared to 17.9% for the S&P 500 index. In contrast, it returned 8.5% successful Q4, compared to 2.7% for the index. The Partnership has returned $6.1 billion, nett of fees and expenses, to its investors since its inception successful May 1996. For much accusation connected the Partnership’s apical picks successful 2025, delight cheque its apical 5 holdings.

In its fourth-quarter 2025 capitalist letter, Greenlight Capital highlighted stocks similar Warner Bros. Discovery, Inc. (NASDAQ:WBD). Warner Bros. Discovery, Inc. (NASDAQ:WBD) is simply a planetary media and amusement company. The one-month instrumentality for Warner Bros. Discovery, Inc. (NASDAQ:WBD) was -2.91%, and its shares gained 163.47% implicit the past 52 weeks. On January 28, 2026, Warner Bros. Discovery, Inc. (NASDAQ:WBD) banal closed astatine $27.98 per share, with a marketplace capitalization of $69.35 billion.

Greenlight Capital stated the pursuing regarding Warner Bros. Discovery, Inc. (NASDAQ:WBD) successful its 4th fourth 2025 capitalist letter:

"Warner Bros. Discovery, Inc. (NASDAQ:WBD) is simply a media conglomerate that owns HBO, the Warner Bros. Studio and contented library, and assorted linear cablegram networks. We acquired our shares astatine an mean terms of $22.66 aft Paramount Skydance (PSKY) bid $23.50 for the company, arsenic we expected further bidders to emerge. Shortly thereafter, Netflix submitted a $27.75 bid for WBD’s streaming and workplace assets, prompting PSKY to rise its connection to $30 per share. We judge a merchantability successful the low- to mid-$30s is the astir apt outcome. WBD shares ended the 4th astatine $28.82."

Warner Bros. Discovery, Inc. (WBD)'s CEO Is The Right Executive For This Environment, Says Jim Cramer

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