Portfolio changes 09/11/23

Today I purchased a further 84 shares of Warner Bros. Discovery (WBD) for an average price of $9.64 per share, bringing my total shareholding to 757 shares.

I couldn't resist adding to my position after the valuation fell to around 4x FCF. I'll be covering the Q3 earnings - which were released yesterday (8 Nov) - in this week's Firm Returns Weekly newsletter, so keep an eye out for that.

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Jamie Larson