Eurykleia @Eurykleia: "𝗣𝗢𝗥𝗧𝐅𝗢𝐋𝗜𝗢 𝗠𝗔𝗡𝗔𝗚𝗘𝗠𝗘𝗡𝗧: Tomorrow $VSAT wll report..."

Netherlands

Edited

𝗣𝗢𝗥𝗧𝐅𝗢𝐋𝗜𝗢 𝗠𝗔𝗡𝗔𝗚𝗘𝗠𝗘𝗡𝗧: Tomorrow $VSAT (Viasat Inc.) wll report their quarterly report after the market close. The rest of our holdings have so far reported their quarterly financial results for Q1 2024. $CROX (Crocs Inc) and $LPX (Louisiana-Pacific Corp) have crushed their earnings forecasts. Paramount has increased their subscribers more than expected. FG has increased their AUM nicely and $WBD (Warner Bros Discovery Inc) showed very strong free cash flows, certainly compared to Q1 2023. We have therefore increased our position in $WBD despite the negative headwinds for the stock in the latest period. Management is performing as we would like to see and in line with our investment thesis, which is paying down debt aggressively and increasing free cash flow. The company has furthermore shown strong global box office this year with Godzilla and Dune II, which are the highest grossing movies of 2024, both by Warner Bros. The company is expected to roll out their streaming services globally in the coming summer and have nice upcoming releases on both their box office and streaming services in the coming months and years. Remember that there is always something to worry about. The company was saddled with an debt load that would be too high, and is not paying that off nicely. Now the next fear is that the company is unable to grow their revenues and business. Lets see how they adress these issues in the coming period. I will furthermore inspect the earnings results for $VSAT tomorrow evening and look forwards to their growth prospects in the goverment business segment and any (free) cash flow projections. I will update you on the end of this month with the monthly results and an update regarding Viasat. $SPX500

7 Mentioned Show all

VSAT

Viasat Inc.

CROX

Crocs Inc

LPX

Louisiana-Pacific Corp

WBD

Warner Bros Discovery Inc

WBD

Warner Bros Discovery Inc

VSAT

Viasat Inc.

SPX500