Reddit Posts
Li-FT Power Intersects 23m at 1.40% Li2O at its Fi Main pegmatite, Yellowknife Lithium Project, NWT
LIFT Intersects 27 m at 1.26% Li2O and 22 m at 1.53% Li2O at its Fi Main pegmatite, Yellowknife Lithium Project, NWT (TSXV: LIFT, OTCQX: LIFFF)
SAG-AFTRA Gears Up For Possible Strike Against Video Game Industry
SAG-AFTA votes for strike authorization against at least 10 game companies
IT Giants Investing in Hologram AR Innovative Companies WB Online Investment Limited, an affiliate of Weibo Corporation made investment in $WIMI
Wall Street Newsletter S02E07 : Why is there such a disconnect b/w Stock and Bond market?
Guys any Ideas about Weibo(WB) looks cheap and underwalued...Goldman Sachs upgraded from Neutral to Buy
Why does WB keep doing so badly?! They're a giant!
COSM's new CUSIP seems to have updated on RH and WB, could be interesting for monday.
Does Webull give out "trading contracts" to big traders like the NBA?
Shorting Chinese ADRs in the current market climate
AVXL - Alzheimer phase -3 results in 2022 Fall
Looked on WB and now it shows this!!
$WBD is potentially heavily undervalued at the moment
Wall Street Week Ahead for the trading week beginning July 11th, 2022
Wall Street Week Ahead for the trading week beginning July 11th, 2022
Curaleaf Signs Agreement with WB Canna Co. & Wellness
AT&T (stock T) No Brainer with non-tax event of WB
Warner Media Discovery: Would the sale of WB Games require disclosure to the market/gov prior to the deal being approved?
Does anyone follow China concept stocks
Berkshire Annual Meeting 2014 | Warren Buffett & Charlie Munger. WB defends his decision to be on Coca-Cola board and abstain on an executive compensation plan he concedes was “excessive”. WB & CM may disagree, but never argue. They note that Berkshire underperforms when stock market is strong.
For those paper hands out there, that are sacred and selling at a lost, while you are selling WB is buying and holding.... Just look at the world richest investor, his Protfolio is also RED
Hey Guys! Greetings from Lithuania😀🤓 thinking that WB (weibo) means WallStreetBet ? 😀😀😀 WB(wallstreetBet)
My face,after investing in Weibo #WB & VipsShops #Vips 😐😐😐 buy the dip or lick the d1©k? 🤔🤔🤔🤔
Chamath is a better investing teacher than Warren Buffett
Anybody know what's going on with AMYZF??? Short attack???
$BABA 3month chart bounce back together with $NIO, $DIDI, $MGA, $WB, $BILI
Discovery DISCA - short squeeze eminent
Question for fellow smooth brains
Question for fellow smooth brains
The crevasse in China’s gaming industry widens
The crevasse in China’s gaming industry widens
WB Canna Co. & Wellness Adds BioSteel to Fast-Growing Portfolio
Why Did the Hotel Give out Alibaba Female Employee's Room Card to the Male Employee who's already Booked into a Different Room? Here are Responses from Atour Hotel
Why Did the Hotel Give out Alibaba Female Employee's Room Card to the Male Employee who's already Booked into a Different Room? Here are Responses from Atour Hotel
Why Did the Hotel Give out Alibaba Female Employee's Room Card to the Male Employee who's already Booked into a Different Room? Here are Responses from Atour Hotel
Cinemark is undervalued and misunderstood. Huge opportunity
Did I miss something on SOS or am I stupid?
Harvest One Continues International Expansion with WB Canna Co. & Wellness for Distribution in the Caribbean, Central America and Cruise / Travel Retail
Aleafia Health Launches Premium Cannabis Brand Nith & Grand
$WB Rumors of 20B deal to take Weibo private representing 50% premium over current PPS
“The stock market is a device for transferring money from the impatient to the patient.” - WB
How to get 1 million in 10 steps in my opinion.
CCL looks like an easy squeeze and starts sailing tomorrow
What trading set ups do you guys have/use? 🖥💻📈
If you don't have "Share lending" turned off in your brokerage, you're allowing the hedgies to use our shares against us. Some brokerages, like RH and WB still lend them out even if you do think share lending is turned off.
::RUMOR:: Keep an eye on $DISCA $T $MSFT; News started making rounds after market close that MSFT could be acquiring all/or parts of WB Interactive, announced tomorrow 6/12 at E3.
::RUMOR:: Keep an eye on $DISCA $T $MSFT; News started making rounds after market close that MSFT could be acquiring all/or parts of WB Interactive, announced tomorrow 6/12 at E3.
GME. I hope i am not violating WB Rules? I just want to hear options SELL OR HOLD??
1993 W Buffet said for the ones who are smart you don’t need to understand every stock. You might know the in and out of RR or Banks! Ok why buy 30 other stocks? It’s stupid IMO
Question about switching from RH to WeBull
RH/WB are F#cking us on price action but...are they also going to save us on squeeze?
Which app (unlike RH & WB) Still allows after hours trading?
Seeing Box Office Sales, WB May Release Dune EXCLUSIVELY TO THEATERS!!!!!
AMC IS WINNING!!! WB Reportedly Still UNSURE About Dune Release on Streaming Instead Of Theaters
Screen shot from 4:03 pm. RH has it Green. WB has it Red. ???
This sucks for $AMC WB making everything difficult.
Mentions
Netflix is going to have a hard time growing their custo base even with the acquisition of WB. These subscription models peter out when there are no more people left joining
There is certainly risk involved, but I have trouble not believing in an industry leader that is actively making moves to solidify themselves as the top streaming platform for decades to come. Even if the WB/HBO acquisition gets shot down by anti-monopoly policies, the move still benefits Netflix having tied those IPs up in legal disputes for years before a competitor will have an opportunity to acquire them.
That makes a lot of sense! I assumed the US stock market had enough liquidity to support supernormal returns (compared to other countries like India where the equity market is much smaller and lot less liquid) and that is how super large hedge funds are able to fairly consistently beat the market (or at the very least neutralize market risk whereas WB's is fairly closely tracking the index)
The problem with his fund is mainly its size. He no longer (probably a decade) can afford to chase returns in small or mid cap companies. His capital is so large that he's now restrained only to the most liquid of stocks and those usually are well past their growth period. WB has the "too much money" problem. What drives the indexes mostly? The very companies he is restrained into... meaning his returns are going to track the indexes. The best thing he could do at this point given the aforementioned is market timing (which he says you shouldn't do) and yet.... he's out of stocks and into cash waiting for the market slaughter.
Look at Netflix’s jump with the WB acq announcement. No one in the industry has yet realized that all entertainment is shifting to YouTube. So add 75% of Netflix valuation to that division alone, = massive jumps.
So Netflix purchase of WB won't be resolved until the spring?
My understanding is that the Netflix offer is just for the WB studio and Streaming services, leaving the linear networks/broadcast… so 27.75 plus the value of the linear…
Fuck the Ellisons. This is what they get for meddling with WB
I think that Warner Bros. doesn’t want to sell to their old rivals. Netflix and WB have a short history while also knowing that they’ll take good care of their movies.
From an operational corporate standpoint, sure. From the perspective of what's good for an industry that's supposed to be the confluence of art and commerce, I'm not so sure. They have been slowly but surely doing harm to a model that had previously worked in various forms for nearly a century. They have successfully turned movies and shows into "content," the binge model has done irreparable damage (to the point where they're even trying to undo it now with these ridiculous multi-phase releases and bringing back weekly shows), they have played a big part in how shows and movies actually look bad now from a lighting and FX perspective. The pay model for artists is also completely fucked now, they purposely obfuscated how many people watched their content for years to the point where no one know what their work was actually worth. Even prestige filmmakers largely don't have a choice but to work with them, a problem that will be exacerbated when you take a major player in negotiations off the table. They are lucky to still have some people in their ranks that actually care about art and we are lucky when they pump out something that is actually good and they don't meddle with too much. They get lucky when they have an Oscar or an Emmy nominee and even then the quality of their output is tangibly affected by everything above. Two recent examples: The Beast in Me which looks terrible from a cinematography POV, Frankenstein which is on its way to a bunch of Oscar nominations when the VFX and lighting are terrible. Stranger Things has to release over 3 holidays instead of just weekly like a normal show because they want people to stay subscribed through the new year and don't want people to get mad about not binging things. All these problems will get worse when they acquire a hundred billion dollars of IP. Maybe I'll be problem wrong but I don't trust them to adapt their own model to fit a beast like that. If everything WB owns has to change to fit what Netflix does, it will all be worse off. And again that's from an artistic POV and not with consideration to the problems with them continue to build an industry monopoly, the erosion of the theatre and traditional television experiences, the impending existential threat of AI that hasn't affected Netflix much yet. Either option is bad. The Ellisons are bad, especially when you combine them with a conglomeration of other political activists dead set on meddling with American culture. I don't know if they're much worse than Netflix though.
M&A is not bad as a blanket rule lmao. The market is reacting badly because of just how badly WB has been run in the last decade and Netflix relatively overpaying for it. WB does not deserve a premium over market value.
My point is you misread the comment. What debt it "short term"? It's not the debt that's concerning the market. It's that, in order to purchase the company, Netflix has to overpay for Warner Bros to make the purchase agreeable to their shareholders. So now Netflix has a less valuable company. Netflix is Netflix. Netflix + WB is less valuable because Netflix WB was bought for more than it would be worth in an open market.
WB called the bluff. Chili Palmer would be proud.
Not every dollar is the same when it comes to acquisitions. WB can have full trust that Netflix’s offer is real. Paramount’s financing is made with IOUs and duct tape. It’s already starting to fall apart.
Did he have the Saudi backstop? WB says it was not entirely credible in the offer, according to some reports. Saudi Arabia put only a few billion into Activision; this would be the largest-ever investment in an entertainment product by the Saudis, as far as I can tell. Weird timing for them to decide to do that
This was a given. The WB board never really engaged with Paramount, in part because their financing was and remains very sketchy. The biggest thing Paramount has going for it is Ellison's relationship with Trump in terms of getting the acquisition approved but as long as Netflix pays the right people and makes the right promises that's a non issue. Paramount's offer is still a low ball because Netflix was only buying the studio and IP.
So nflx is getting everything EXCEPT the cable part of WB, which has been on the cutting board for a while, with a spin-off announced like half a year ago. Essentially the parts that nflx doesn't want are the parts that have been struggling and were going to get cut out because investors were losing money on them. Paramount coming in at \~10% higher than nflx with an all-cash deal actually makes this more attractive. For reference, the cable parts of WB are for sure not valued at 10% of the company!!
The hit to Netflix’s share price will be temporary. WB’s catalog film business will more than pay for itself in the long run. Netflix will need to figure out the ideal window to keep films in theatres so that it maximizes their theatre release profits as well as the streaming release profits. This should be doable for them since they’re a tech company which relies heavily on data crunching for many of their decisions. Netflix securing the permanent rights to countless fan favourite series and movies is a major win for them. Licensing that content to other platforms is another profitable venture that many of the older media companies have used for years. Finally Netflix would be insane to immediately kill off theatre releases. There is still a lot of money to be made there and I don’t get the impression that Netflix’s CEOs are against making money.
FTC will block the WB purchase. So says ZOG
I mean if WB turned down the offer due to funding concerns I think the dudes comment, while in jest, is slightly valid.
They do save a lot of money with not having to pay licensing fees to WB anymore. Long term this is good for NFLX.
My understanding is this is all posturing and gesturing — WB could simply instead say “pay us a termination fee of $X (in billions) should your financing or antitrust approval fall through” But they are not doing that because they don’t want to marry Paramount, they want the sexy pseudo tech company to marry them instead.
If NFLX wins WB, does the stock go back up?
Now Netflix/WB can follow in the footsteps of so many successful media mega mergers.
Netflix bit is top again. Administration will intervene, and make a backend deal where they will allow Netflix to buy WB under these conditions: - $XX,000,000 "Donation" to the White House ballroom/Victory Arch/[enter scam here] - After merger, break up entities, and sell CNN to Paramount for ~$5 Billion
Doesn't that mean Ellison pays more and gets less? I thought his bid included Discovery versus Netflix only wanting the WB IPs?
*Be greedy when wsb is fearful* - WB, probably
Crazy how scammer Ellison can’t even fund Oracle’s datacenters and his nepo baby still made a fake bid on WB to try to scam Netflix. Trash ass scammer family 😭
I think Netflix is desperate. I think this deal shows that after billions spent, they have nothing from IP perspective. Besides Squid Game / Stranger Things. If Netflix bought Xbox off Microsoft that would make much more sense from a growth perspective. They’d have Halo, Gears of War, Crash, Doom, COD, Fallout, Elder Scrolls. Screen time wise they’d get more out of that, with game pass fitting into their streaming market. And I think Microsoft just wants to exit the gaming market. Buying WB means they get HBO, Harry Potter, LOTR, DC, Friends. But it’s worth remembering WB hasn’t managed to make money out of those IP’s recently so for me that says more about the demand than the platform. So Netflix are going to pay a lot of money, to get a lot of IP’s everyone has already watched. It begs the question where is the growth? I just can’t see it. I think Netflix in 5 years time will be getting bought by Google or Microsoft and they’ll be begging to get bought.
They’re having one of their biggest quarters ever because of Stranger Things. Buying WB has not fundamentally changed the business. This is a pretty good buying opportunity, but I’m waiting to see if it drops under $90 where I’ll start buying heavy.
>> “There is also the hope tthat the Warner Bros deal goes ahead as expected.” Stop right there…stop trading, don’t take another single trad until you understand this better. If you think that buying NFLX now because you want to get in before the WB deal happens is a thing to do you’re wayyyy out of your depth here. In order to finance the deal NFLX will have to dilute shareholder value, which will make the price drop, not go up. It may go back up afterward, but the fact that you believe it’s a positive thing for the stock and are looking to buy before the deal goes through shows how inexperienced you are. I don’t know how to break it to you man, but this is pretty basic shit. And if you don’t know this basic shit you shouldn’t be trading at all.
So then Netflix can buy paramount+WB for cheaper than it would’ve been to buy just WB https://preview.redd.it/c897sd8gv17g1.jpeg?width=1284&format=pjpg&auto=webp&s=5ed347deefa0af8bbadca6f1a907825cfedd4268
What about Kendall R- errr David Ellison’s WB deal?
Why doesn’t everyone buy WB shares instead? That’s where the big deal is guaranteed.
YouTube is coming after their marketshare and if the WB deal goes through they’ll be loaded with debt.
I mean theyre purchasing WB. Might not be a bad idea.
Well, Netflix became part of integration when you make a channels subscription, and they come at minimum 12-24 months ! That's one thing very smart indeed, business relationship. The problem I see with Netflix for the next 5y is that they become greedy ( OP mentioned that he doesn't know anyone who doesn't have Netflix), and I know loads of people who actually cancelled their subscription because of monthly subscriptions going up and reducing the amount of the devices connected to one account to only two, from five...I think it was! Example: if you're a family of only 3, the third person can't connect to Netflix account, and they ask to upgrade, more money. Netflix don't stand out from their competitors with anything that's being the other thing. Monthly "new coming " are old movies and started to be packed with series more and more. I mean, if you're a pensioner, you'll have time to watch all those series movies, but if you're 8-5 you barely have 90 min at the end of the day to watch a movie and half of us can't manage to finished. Last but not least, Trump is not happy with the new Netflix announcement of WB taking over. Feels like he doesn't get anything out of this, a bit like a racket feeling. I think it'll deep more, and this is not the bottom. My two cents 👋
$100B on WB and TikTok is gonna fixed that /s
If you want a quick take.. $30 cash per share is basically a guaranteed exit at that price. Whether to sell depends on if you think WB will be worth more long-term or if you just want the sure cash now
Is Netflix gonna be able to buy the WB?
Ellison, I mean Saudi, better not buy WB. That guy needs to go gtfo.
I guess he needs his cash for the WB "takeover"
There’s no way they would allow NFLX acquire WB right? Wouldn’t that be a monopoly?
Consolidation in the streaming space is inevitable. But having the largest streaming service get control of the WB library is not great for competition. At least with Disney/Hulu, Amazon, AppleTV, YouTube, Paramount, peacock and Netflix there is some balance. It’s basically adding Amazon, apple, Netflix and YouTube to the big 3 broadcasters of ABC/Fox (under Disney), NBC (peacock, and CBS (paramount).
It went down with the news of Felix buying WB, and continues going down after shmuck boy ups the ante. Overblown bs. Buy buy buy
because its overselling over the WB news. I bought and rebought the dip with mid 2026 calls Just hoping for a small correction. It could trade sideways but that is the risk and reward with calls
\>Beause movie studios also owned theaters, they could air movies even if other theaters refused, so they always knew they could recover their costs, at least on the A-movies ***(and I guess they could skip producing all the B-movies).*** This is exactly what was happening before the accords. It also prevented independent producers from being able to get in and exhibit their work. \>Further, streaming platforms are much cheaper than going to a theater, so competition-wise it is beneficial to the end consumer. That it undermines the theater business is not a monopoly issue. It undermines the metrics that Hollywood has used for decades to measure a films success // how much directors and starts get paid. These metrics are not gonna go away anytime soon especially due to contracts/unions and netflix suddenly getting WB isn't going to change that anytime soon. Also, The issue isn't if it's cheaper than going to the theater or not. It's the sheer fact that consolidation like this leads to less new/fresh tv/film to be created. There's less incentive to take as many risks on new IP or insanely big budget films. The entire film/tv market would've been healthier if studios had to compete with each other for space on independent streaming platforms instead of being able to launch their own streamers. (Only Netflix and Disney are actually in the black on their streaming services) It was literally the golden age of streaming when stuff was being licensed to netflix/hulu and everyone could find the popular shows they wanted to watch by only needing one/two platforms. Piracy actually went -down- because of how easy it was to just buy and see what you want. Now the opposite is happening. Everything is segmented to shit, in order to watch everything you might wanna watch you gotta subscribe to 3+ services and can easily outpace the price of cable which is what streaming was supposed to be cheaper than. And piracy/self hosted media is coming back bigger than ever because of the consolidation which is a direct retaliation for how less consumer friendly these business models are.
His son wants to buy WB, so maybe it’s worse? 😭
The same way it does its own stock. It promised money it doesn’t have to both Oracle shareholders and WB shareholders 📉
How would that effect the WB deal?
how's baby Ellison gonna afford WB's now that daddy's cooked 😔
I can see why WB went with NFLX.
And this goofy indebted mf wants to buy WB? lmao
I bought in for 100 shares today at $94. Probably will add more if it drops below 90. This acquisition of WB and hostile takeover by Paramount is overblown. Netflix going go post great earnings throughout this quarter with Stranger Things 5 and the Diddy documentary
Try Netflix, stock sells off on news it'll buy WB. Paramount comes in and says we'll buy it instead. Netflix sells off more.
Gone tomorrow and after he lends his nepo baby 108b just to ruin WB and have it go to 0 as well.
The market drop in the last week is almost the price of the WB purchase. If it drops to say $80, then it makes perfect arbitrage sense
It’s because he is going to strong arm them into selling WB to his cronies, who can then dismantle CNN.
Calls on Netflix Oracle is to poor to buy WB
Believe it or not. WB is going to take Paramount’s offer and pay NFLX 2.8B Incoming rebound in the next 10 days.
ORCL gonna need to rebound or daddy won't be backstopping that bid for WB
ORCL gonna need to rebound or daddy won't be backstopping that bid for WB
How is Ellison going to buy WB when his Oracle is absolutely cratering?? Oh yeah, Saudi money...
Lol Larry Ellison giving david his lunch money to buy WB before Oracle disappoints is kind of funny. "Here you go kid, here's some money to get a burger and go see a movie"
NFLX: We're going to buy WB! **rugs** NFLX: Wait hold on someone else might buy it **rugs more**
Now all we need now is Oracle to spit out bullshit numbers again and we get a +1% day tomorrow. Larry needs to buy WB so he needs money.
Is Netflix dropping like this because they think the WB purchase is going to go through?
Yeah for real, they'll definitely be back up it's just a matter of timing. Jan 27th feels a bit too soon for me personally but it could happen depending on what goes down with WB
Incorrect; McKinsey and all consultant firms tell you exactly what you want to hear to give you cover in case it blows up. This was strictly a WB management decision.
Battle with paramount over WB.
Thoughts on NFLX? Can they survive without WB?
It either goes through or WB is sold via hostile takeovers. Either way, bad for paramount.
Netflix acquires WB markets hates it....Netflix doesn't acquire WB market hates that too lol
Because management is purposely ruining the company so that they can declare bankruptcy and Netflix can scoop up Paramount/WB for pennies on the dollar in two years. Tale as old as time.
yes that make sense. tho. But still WB is like history is huge too.
Imagine if they both said fuck it. That’s the ending WB needs
There is a lot of demand for WB rn considering the new 30$ per share offer i think its lowkey a no brainer to buy since the maximum ur gonna lose is the stock going back to 27.5$ share (the netflix offer) so the risk/reward ration seems very fair current price is **28.26**
WB was promised to Paramount 3000 years ago
Not entirely true. If WB pulls out, they have to pay Netflix a sum as well. I believe it is close to 3 billion. So the paramount deal likely has to account for this
If paramount is bidding for WB, then trump will approve it coz it will be under the conservative ownership (Ellison family). Netflix won’t get this deal easy if Ellisons are interested in WB and trump hinted he will get involved in and may not approve the Netflix offer anyways
come on NFLX finalize that deal with WB and make my calls pop!
boomers finally saw the WB merger story
This post needs to be saved. This is what the market does, it tests your patience and gets you to sell. As our boy WB said, market is just a vehicle for transferring money from the impatient to the patient. Fed will cut 25bps tomorrow. QE about to start. And tech earnings this past cycle were incredible. It’s about time in the market, not timing the market.
Oh man. What if they get fuct on the WB deal?
A big asset is the WB Lot in Burbank.
Paramount’s bid is backed by Jared Kushner’s capital investment firm. What company will be awarded WB ?
Will it be beneficial for me to buy any WB stock now?
And WB's deal with Netflix has a $5 billion penalty clause for regulatory interference! The idea that the deal falling through would somehow reduce WB's value is ludicrous.
Yeah, Netflix deal is going to fail. But Paramount is going to close because Trump wants Ellison to own CNN. The only question is: how can the insiders make as much off the deal as possible? Is it by pumping the WB share price or killing it?
All those things take time while WB bleeds cash. I could definitely be wrong I just think they close way lower than the offers being thrown around now many months from now
Not a lot of liquidity there - going to be tough to find an exit unless it actually dumps. Being tied up during this period will make it difficult for WB to acquire more IP so this will absolutely going to kill value. Interesting hypothesis - God Speed!
if netflix lost money for winning the deal then why isnt there the possibility their stock does a complete reversal for getting outbid and then some for netting a 2.5 billion dollar breakup fee on the other end? to me it seems like netflix baited paramount into paying 1/4 more. also seems like paramount and netflix are largely owned by the same financiers that own netflix with the remainder being Saudi Abu Dhabi and Qatar from some reports. so you basically either have netflix getting it at a bargain or getting 2.5 billion. paramount is worth less than WB so why did paramount go up? theyre the ones potentially picking up an insurmountable debt. to me it seems like netflix made the offer to force paramount's hand who was trying to rip off WB and they were the 'unserious' ones. at the end the financiers get to own WB.
Idk man. So much has happened but I own WB at like 11$ a share so right now it’s doing great for me. I also own Netflix stocks at 116$ per share so I’m like even with returns and losses. I heard from somewhere that if the deal goes through, WB stocks will get converted into whoever buys them out wether it’s Netflix, Paramount, or Disney(doubtful since they already said they don’t want WB at this time)
Why do they think they will pass any regulatory conditions to pursue the bid anyways. Paramount obtaining WB is substantially closer to monopoly than Netflix.
It was a weak move to even make a bid for WB. Netflix doesn’t need WB it’s too expensive and will slow down their theme parks and video game plans. Plus everyone is coming around that most of their content is equivalent to shitty movies they used to have in big bins at the supermarkets.
Netflix tries to buy WB and it goes down. Paramount does a hostile take over of WB, Netflix goes down even more. What do Netflix investors want?
Paramount wants the entire thing, including the linear TV networks. Netflix does not. The extra $17 billion is that delta. Paramount is valuing that component at about $1/share. The WB board thinks it’s $3-5, that’s why they went with Netflix, Paramount is fundamentally offering less than what the board thinks the deal from Netflix and value of the linear networks on the public market would be. Netflix could also beef up their deal. This will come down to the administration.
The paramount play for WB has a lot to do with getting control over CNN. Then all the news will be full of idiot shills like Kernan
Unpopular take, but tbh I want Paramount to get WB because Paramount has really good movie franchises that they ridiculously messed up and having access to Warner Bros and HBO personnel could potentially fix that.