It has only been 25 short days since we published our blog on Discovery (here) Few things have happened since then. Discovery is up 26% since then. Not that the short term vindicates the thesis. It just indicates how dirt cheap DISCK was at one point.
This was necessarily driven by two things: a. John Malone talking about it here
b. John Malone putting his money where his mouth his here.
Will be interesting to watch what happens with DISCK/A.
Disclosure: Own DISCK.
Beowulf Capital 