Discovery: Indiscriminate Selling Presents an Opportunity

For the last two years, fears among U.S. media investors concerning the growing number of “cord-cutters”, “cord-shavers” and Over- e-Top (OTT) services have pressured the listed U.S. media sector.

Discovery is well positioned, with worldwide brands, and approximately 50% of its revenues generated outside the U.S., particularly in those markets where pay-TV subscribers are still growing in aggregate numbers.

Meanwhile, Discovery Communications (“Discovery”) is the world’s #1 Pay-TV programmer reaching 3 billion cumulative subscribers in more than 220 countries and territories.

Access our full report on Discovery Communications to learn more about how 30 years of compounded growth, coupled with a diversified global business provide a wide moat and compelling story for investing in this media company.