Time Warner, like the media sector in general, is currently out of favor within the investment community. However, we believe there are possible catalysts on the horizon that could help unlock shareholder value, such as the spinout of HBO or an activist investor emerging. We also believe there is the potential for a sale of the entire company. TWX’s current share price is ~$77, significantly below the $85 per share 21st Century Fox had offered to buy Time Warner for in June of 2014.
To view Boyar Research’s investment case for Time Warner, please click here.
To read a recent report on Time Warner published by Boyar Research, please click here.
