Do You Believe in the Growth Potential of Warner Bros. Discovery (WBD)?

21 hours ago 1

Soumya Eswaran

Tue, December 30, 2025 astatine 6:48 AM CST 3 min read

Contrarius Investment Management, an concern absorption company, released its third-quarter capitalist missive for the “Contrarius Global Equity Fund”. A transcript of the missive tin beryllium downloaded here. The fund’s capitalist people returned 30.9% successful the September 4th compared to 7.3% for the benchmark MSCI World Index, including reinvested nett income, and 5.5% for the Average Global Equity Fund. The fund’s concern doctrine is autarkic of benchmark considerations, truthful the portfolios typically deviate from the benchmark World Index.  Additionally, delight reappraisal the fund’s apical 5 holdings to spot its starring picks successful 2025.

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In its third-quarter 2025 capitalist letter, Contrarius Global Equity Fund highlighted stocks specified arsenic 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 17.37%, and its shares gained 172.37% implicit the past 52 weeks. On December 29, 2025, Warner Bros. Discovery, Inc. (NASDAQ:WBD) banal closed astatine $28.79 per share, with a marketplace capitalization of $71.353 billion.

Contrarius Global Equity Fund stated the pursuing regarding Warner Bros. Discovery, Inc. (NASDAQ:WBD) successful its 3rd 4th 2025 capitalist letter:

"Importantly, portion determination has been immoderate rotation wrong the Fund, definite of the Fund’s holdings that person rerated are inactive regarded arsenic highly attractive. Our apical 3 positions astatine 30 September—Tesla, Warner Bros. Discovery, Inc. (NASDAQ:WBD) and Paramount Skydance (Paramount)—have been amongst our largest holdings for immoderate time. All 3 person been ample contributors to show implicit the past year. portion Warner Bros. Discovery and Paramount person besides performed good of late, they proceed to commercialized good beneath our estimation of their intrinsic value. Their much caller outperformance should beryllium seen successful the discourse of their underperformance implicit anterior years. While meaningful outperformers implicit the past year, some Warner Bros. Discovery and Paramount person been antagonistic contributors implicit 5 years. We judge that determination is substantially much worth successful both. Our Q2 2023 Quarterly Commentary discussed the concern lawsuit for some of these companies. In addition, portion not indispensable for our concern case, we judge that determination are meaningful catalysts successful the abbreviated to mean word from expected consolidation successful the US media sector."

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

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

Warner Bros. Discovery, Inc. (NASDAQ:WBD)  is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 70 hedge money portfolios held Warner Bros. Discovery, Inc. (NASDAQ:WBD) astatine the extremity of the 3rd quarter, up from 67 successful the erstwhile quarter. While we admit the imaginable of Warner Bros. Discovery, Inc. (NASDAQ:WBD) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.


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