Gabriel Grego of Quintessential Capital Management presented his in-depth investment thesis on Discovery Communications (Nasdaq: DISCA) at Best Ideas 2018.
Discovery Communications is a broadcaster of unscripted content and part of the John Malone group of companies. Discovery is undervalued due to fears about the transition of content delivery from TV/cable to alternative channels such as online streaming. Fears may be overblown considering that content demand should not be particularly affected by the nature of distribution systems. Discovery has recently acquired Scripps, a similar and complementary business that should help reach critical mass and improve bargaining power when negotiating with advertisers. Discovery’s international business is growing at a faster rate and offers opportunities for cross-selling.
About the instructor:
Gabriele Grego has over 18 years of experience in finance and investment banking and is currently the managing partner and CIO of Quintessential Capital Management (QCM), a long/short equity fund based in New York. Prior to QCM, he worked at various asset management and investment banking firms in Europe and Israel. In 2001/2002 Gabriele served in an elite unit of the Paratroopers Division in the Israel Defense Forces. He holds a BA in Economics from Tufts University and the London School of Economics, an MBA from SDA Bocconi. He is currently enrolled at the Open University for a BS degree in Physics and Mathematics.
Members, log in below to access the full session.
Not a member?
Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:
About The Author: MOI Global Editorial Team
The MOI Global Editorial Team, led by John Mihaljevic, CFA, includes community builders, event organizers, writers, editors, research associates, security analysts, and fanatical member support advocates. Our sole purpose is to serve the members of MOI Global as well as we possibly can in order to help them learn, invest intelligently, and build lifelong friendships with like-minded people.
Who is MOI Global? In recent years, The Manual of Ideas has expanded to become more than simply “the very best investing newsletter on the planet” (Mohnish Pabrai). We are now a thriving global community of intelligent investors, connected through great ideas, thought-provoking interviews, online conferences, live member events, and much more.
Members of MOI Global enjoy complimentary access to a growing array of resources and content related to the art of intelligent investing. Members also enjoy preferential access to selected offline events as well as exclusive access to other events hosted by MOI Global, including the Zurich Project Summit, the Latticework Conference, and Ideaweek.
More posts by MOI Global Editorial Team