Reddit Posts
Ampere vs LightShed: two conflicting outlooks on legacy media streaming services: Disney+, Max, Peacock & Paramount.
Does FSR really look like a buy or YOLO?
WBD and Paramount merger talks, why are the stocks down, surely this is bullish for the synergies?
Warner Bros. Discovery in talks to merge with Paramount Global
Warner Bros Discovery currently has a 58% Probability of Bankruptcy - Macroaxis
People bought TTWO cuz trailers, Warner discovery stock anyone? WBD in time for Dragon and gold eggs?
WSJ - Hollywood Writers Reach Agreement With Studios, Streamers to End Strike
Hollywood studios, writers near agreement to end strike, hope to finalize deal Thursday
Hollywood studios, writers near agreement to end strike, hope to finalize deal ThursdayI
Warner Bros. Discovery Says Ongoing Strikes Will Mean $300M-$500M Hit to 2023 Earnings
SAG-AFTRA Gears Up For Possible Strike Against Video Game Industry
SAG-AFTA votes for strike authorization against at least 10 game companies
WBD narrows streaming loss thanks to 3x higher content licensing revenue ($410M). More "co-exclusive" deals coming.
Anyone still holding WBD after T split?
$AMC Barbenheimer Biggest Box Office Weekend Post-Pandemic $301 Million Estimated
‘Barbie’ Opens to Record-Setting $155 Million, ‘Oppenheimer’ Shatters Expectations With $80 Million Debut
Now that all the anti Hollywood weirdos are out and about....
What are some stocks that worth selling covered calls?
Massive Box Office Weekend Incoming $AMC $WBD Barbie FTW!
Astronaut Barbie will take MAT and WBD to the 🌙
Astronaut Barbie will take MAT and WBD to the 🌙
Moderation in this sub has reached a tipping point - too active, often problematic, and sometimes egregious.
Writers/Actors strike - who wins and loses
Warner Bros Discovery - licencing to Netflix
General question: Impact of Hollywood strikes on media stocks
Regional Bank Troubles, Streaming Wars, Writers' Walk Out. Suggestions/discussions!
2023-04-28 Wrinkle Brain Plays - In the style of Vanellope von Schweetz
2023-04-27 Wrinkle Brain Plays - In the style of Velma Dinkley
HBO max changing to MAX… and it’ll be a hard fall for WBD
My LONG picks for tomorrow What are your thoughts?
Warner Bros. [WBD] Looks to Close Deal for ‘Harry Potter’ HBO Max Series
Warner Bros. [WBD] Looks to Close Deal for ‘Harry Potter’ HBO Max Series
Real Life 'Ted Lasso'? Apple May Get Into English Football - Just Not AFC Richmond
"The Making of Harry Potter," a Warner Brothers Studio Tour set to open in Tokyo in the summer of 2023. $WBD
2023-02-28 Wrinkle-brain Plays (Mathematically derived options plays)
Warner Bros. Discovery finally bailing out of regional sports - report (NASDAQ:WBD)
Warner Bros. Discovery draws positive notes despite ad-driven earnings miss (NASDAQ:WBD)
WBD earnings call: year of building, new 'Lord of the Rings'; stock turns up (NASDAQ:WBD)
Thoughts on Warner Bros earnings after the bell? Are they overvalued at this point?
$WBD - Harry Potter is going to make $billions this year...and you can too!
What are your thoughts on SQ ahead of their earnings calls today?
'Magic Mike' dances way to cinema win on Super Bowl weekend (NASDAQ:WBD)
Technical Analysis & Trades: SPY QQQ IWM // LVS UNG PFG AXP WBD K KHC
Peak Recession is over. The Bulls Have It in 2023—and Last Year’s Losers Are Winners
WBD has $50.4bn in debt, DIS has $45bn, PARA has $15.6bn, and NFLX has $14bn. Netflix is the only one making money on streaming.
I sold all my growth and high risk stocks to tax loss harvest Dec 23-28. And feel horrible as the market has had a massive rally since then.
Netflix stock soars on the dollar’s slide
Netflix stock soars on the dollar’s slide
A great example of the market getting it wrong: WBD vs PARA
WBD on a rip, any idea why? No major news. Just over sold?
HBO Max ($WBD) is back on Prime Video Channels ($AMZN)
HBO Max ($WBD) is back on Prime Video Channels ($AMZN)
HBO Max ($WBD) is back on Prime Video Channels ($AMZN)
HBO Max ($WBD) is back on Prime Video Channels ($AMZN)
HBO Max ($WBD) is back on Prime Video Channels ($AMZN)
2022-11-29 Wrinkle-brain Plays (Mathematically derived options plays)
2022-11-28 Wrinkle-brain Plays (Mathematically derived options plays)
WBD - Long term Bullish, short term bearish/neutral - IVR 6 - strategies to buy shares using options
Why I'm bullish on Curiosity Stream ($CURI) - Deep Value Play (DD)
Why I'm bullish on Curiosity Stream ($CURI) - Deep Value Play (DD)
Why I'm bullish on Curiosity Stream ($CURI) - Deep Value Play (DD)
AMCX - Wall Street Played You Like A Fiddle
2022-10-25 Better Tasting Crayons (Mathematically derived options plays)
With today’s surprise what stock are you looking to sell?
How there have been not a stockholder revolt against what David Zaslav have been doing in Warner Bros. Discovery?
WBD Insiders claim David Zaslav may be looking to 'flip' WBD to Universal Comcast
WBD a monster in the making (Continuation: last post was taken down because of links)
Warner Bros Discovery (WBD) a monster in the making (Re-post because OG got banned for several hours before being unlocked)
Warner Bros Discovery (WBD) a monster in the making
Don’t care about the charts or the numbers, WBD will squeeze like backyard lemons
Mentions
Really need SPOT to announce they're buying WBD.
Helps their stock. If paramount wins, Para+WBD is still not the industry leader, Netflix doesn’t dilute or take on debt. If Netflix wins, it was originally an equity dilution deal (the reason why I was waiting at $95). A full cash deal likely uses debt and that’s why it jumped today.
Also got in Netflix at $89. Within the Netflix field, you have WBD, Para+, Disney. As every service cost goes up, people end up having to choose, and usually they choose original content. Most people I know sub to Netflix, and pick up HBO when their favorite shows get a new season, then cancel. So, I see Netflix as also pretty recession proof, and even thrived during Covid. Also, as a dual citizen, I very often live in Asia, which has their own brands of streaming (some region, some country). Everyone I know from friends to family to business associates and colleagues from China, Taiwan, SG, SK, Japan, Malaysia, Thailand, and Vietnam knows Netflix.
I am 100% against Netflix buying WBD... cause i dont own shares of either
why is he so obsessed with WBD?
NFLX trying to buy WBD all cash??
f\*ck off MMs, time to let the pajamas take NFLX and WBD where it should go
uh ... not sure if you're serious. a free market is not what we have. look at big tech. look how they hated DJT in 2015-2020. they thought he was pure evil. then they turned around and kissed his ass in January 2021. they helped pay for his inaugural. they're up there standing next to him now. why would they do that if they were actually titans in a "free market"? tech companies desperately need government approval, access, and contracts. they need to avoid anti trust lawsuits from the DOJ. not a free market. that's just one example. look at WBD/Netflix/Paramount. look at every defense contractor. look how tariffs have affected WMT, Amazon. look what happened to TikTok. look at bank bailouts after the GFC. look what the admin did when a Japanese steel company offered to buy US Steel.
What happens to Netflix if it looks like the gov will block the WBD takeover?
There's also differences in the deals being caught. Paramount wants the film studios. Netflix doesn't. I'm not sure Netflix is trying to aquire the mid game studio either. But Paramount wants ALL of WBD.
Nepo baby who didn’t earn the Pulte name. Just born into money and inherited. But that’s the rub. Same with Adelson. Took over her husbands fortune and now spends tens of billions on Trump and Israel. Same with ellisons son. Buy PSKY and is trying to bully WBD with dad’s money. All useless people who inherited $$. Somehow they all team up together.
No shot. Gonna lose money in WBD deal too
This is getting spicy 🍿 Zaslav really thought he could just ignore the $30/share cash offer and hope it went away? Delaware courts don't mess around with disclosure requirements - WBD is about to get real uncomfortable real quick
"Paramount Skydance has filed a lawsuit demanding Warner Bros. Discovery provide shareholders with financial disclosures detailing WBD's pending sale to Netflix. Monday's suit marks Paramount's latest salvo in a hostile takeover bid. Paramount CEO David Ellison wrote to WBD shareholders that he's seeking the information so they "have what they need to be able to make an informed decision." Nepo Ellison is like a mid dude who is trying to court a lovely woman who is not all that into him, but he can't take no for an answer and just creates this doom loop of oppressive behavior that eventually needs the authorities.
There's an active Warner Brothers Discovery (WBD) stock buy offer from Paramount for current retail shareholders to buy enough stock and get its own people on the board. Ellison must be feeling emboldened by proximity to Trump and his cronies but it's a poor outcome for consumers of they get to control both CBS news as well as CNN.
From what I understand they are suing to make WBD disclose their reasoning for turning them down. Basically saying "you're holding back info from your shareholders, and in turn they will get screwed", then attempting to win over the shareholders to vote in favor of the Paramount merger.
OK, what is the issue with NFLX? Can't be the WBD deal? Price has been dropping long before that. Overvalued?
Paramounts market cap is $13B they tried to give almost 8x what they’re worth to buy WBD while Netflix was worth $400B and offered less than 20% what they’re worth. Obviously it seems much more likely Netflix can actually afford it.
So is it too late to buy WBD stock? Why would it go up even more?
The Netflix deal is probably more lucrative for the Discovery execs, not the shareholders of WBD.
Me holding WBD for months after buying at 20 and selling at 25, the day of the buyout announcement. Then it hit 29 like 2 days later when Paramount launched their counter offer. Fun stuff.
Majority of the WBD shareholder don’t like him ever since his son David Ellison sent a letter to WBD Shareholders Whining, threatening them saying giving favorites to NETFLIX. I’ll take you to court he is spoiled little brat
A simple way to look at it but ultimately I don’t blame WBD for taking the mostly cash offer from Netflix. Paramount’s offer is loaded with various financing arrangements with third parties, which adds more risk with proceeding through the long regulatory process with their offer. Netflix coming with straight cash is much less risky. (Also, I would be worried about the resulting Paramount-WBD merged company holding onto an unsustainable amount of debt, that has doomed a lot of otherwise stable companies in the past)
I also found WBD at $6 in 2024. Plenty of room left when Reddit finds out
Putting aside stock fluctuations. Long-term, Netflix has proven itself to have very capable management. After YouTube they're the dominant streaming platform and are the "basic" subscription that consumers get. Even in recessionary times they're less likely to close because it's basically cheap entertainment. So even without WBD they're a wonderful business. *With* WBD they'll become a much stronger company. They'd have the studios so they have more control over their supply, and they have HBO and the IP with it so it's much higher quality shows. I bought Netflix in the low $90s. It's a Buy if you have cash as it goes down but I'm just Holding as I don't have more cash.
NFLX, WBD acquisition won’t be cleared up until late 2026 and at its current rate of decline it will be -$30 bucks by then.
Yeah I think NFLX stock will be in limbo for a while with this WBD deal. Forward guidance will be more important than earnings though.
Because buying WBD will keep the stock low. It's not going to go up past the winning bid price.
>Well it's simple, you see; the US invades every oil producing country it can find, sells their oil production, puts the proceeds in a giant slush fund which is used to bail out Oracle's massive bet on AI slop so that Larry Ellison can backstop his son's purchase of WBD and thereby ensure that the Minecraft movie sequel coming in 2027 isn't woke. It's all part of the plan. insane quote if posted without context
Well it's simple, you see; the US invades every oil producing country it can find, sells their oil production, puts the proceeds in a giant slush fund which is used to bail out Oracle's massive bet on AI slop so that Larry Ellison can backstop his son's purchase of WBD and thereby ensure that the Minecraft movie sequel coming in 2027 isn't woke. It's all part of the plan.
I am bagholding NFLX bought this crap at $1200 Nothing new release is gonna reach the heights of Squid game S3 and Kpop demon hunters (this is where the stock hit ATH btw) They need to pump good original content that can get a good growth in new customers. Customer base in US is already established Stranger things finale sucked ass lets be real its hardly doing anything for nflx The WBD merger is f**cking crap nearly half the enterprise value is all debt. WBD IP really isn't going to help NFLX. NFLX shines with OG content. Hoping to exit my position soon.
WBD with a nice move. Could be leakage. Paramount making another bid for $34?
Nah, great stock. Great business. It’ll be solid in 2026 regardless of the WBD outcome.
**Why WBD Chose Netflix Over Paramount** **The Math:** * Paramount: $77.9B * Netflix: $72B * Difference: $5.9B **The Reality:** > WBD isn’t rejecting money—they’re rejecting **risk**. # 1. Value > Price * Paramount: High number, low likelihood, long delay → **low value** * Netflix: Lower number, high certainty, fast close → **high value** > # 2. Assets vs. Bloat * Netflix: Buys Studio + HBO → the engine * Paramount: Wants everything, including CNN/Discovery → melting ice cube # 3. Regulators & Fear * Paramount = News consolidation → regulators hate it * Netflix = Entertainment → regulators don’t care * Spinning off CNN/Discovery = sacrificial lamb # 4. Mental Movie * Paramount: Court battles, frozen stock, deal risk * Netflix: Cash hits, deal closes, still own some shares **Lesson:** Sell **certainty**, not the highest number. >
This is what happens when new money (NFLX) tries to buy old money (WBD). Or when a 25 yr stud tries to marry a 60 yr old cougar. Yes she has experience but she is still 60 yr old.
Wonder if Paramount going to make another offer for WBD anytime soon? $34 be nice.
Say goodbye to NFLX/WBD deal
Related to the theme of buying stocks with cheap P/FCF, when I bought WBD at $9, now sold at $28, CMCSA looks amazingly cheap here. Without TV networks, I can see CMCSA easily trading at $40, >4 EPS, <10x valuation. These deep value stocks can make you a lot of money. Just look at how AT&T went up 100% after spinning off WarnerBros for example.
Just wait. One minute after close Jensen will declare that Nvidia is going to buy WBD in order to not be completely dependent on chip production and both stocks soar despite it making no sense... ;)
One thing that worries me is that Netflix took out a loan to pay for the WBD acquisition. Their net debt pre-deal is $15B. After the deal, their net debt will jump to $70-$80B. Thats a shitload of interest expense that will probably eat up their gross revenue for the next few years. If we go into this ER and their guidance doesn’t emphasize the durability of their free-cash-flow with the breath of all the stock analysts down their necks, we’re gonna go down. We’re gonna go down hard. So why am I in calls? Because fuck paramount. Those MAGA fucks already have CBS. If paramount wins the deal, Fox News will proceed to skull fuck CNN. yes this is an emotional play. Fuck it.
Stupid Psky Paramount give up already lmao. NFLX will use WBD better anyway.
I got a 95 leap and a 114 one for 2028 seeing major support at 85 so I’m being a little patient before adding more. Also have a ton of shares. This WBD things needs to resolve at least in the near term, regulatory can wait and it’ll push past the 95 resistance.
Well, that’s simple. Sarandos has agreed to terms with Zaslav, under which Zaslav will run HBO Max and the studio once the merger is completed for short period. Conversely, if Ellison’s family/Paramount were to acquire WBD, many employees could lose their jobs in a short period. This is precisely why Zaslav and the top management rejected that option and recommended the Netflix deal instead.
I had some WBD as well. Originally had shares spun out from AT&T, then bought more August of 2024 since WBD's price at the time seemed way too low given the value of Max. I sold the shares in my Roth piecemeal throughout December to buy other things. Sold all my shares in my brokerage account 2 days ago since it's now 2026, and I bought $30 Feb calls to hedge the possible increase of WBD shares that I would now miss out on. Paramount's tender offer is still live. Long story short: NFLX may be forced to up its cash bid a couple of dollars, to get the overall "value" of WBD above 30 or 31. But in my opinion, simply selling now isn't a bad move. Even if NFLX will get by the regulatory hurdles, it will take some time for you to get your (mostly) cash payout. WBD will become a strong peg in the meantime, but in reality there remains that regulatory risk. If 6 months from now NFLX's acquisition gets blocked by the Feds, WBD stock could tumble quite a lot. And if that happens, I'm not sure WBD would be able to conjure another bidding war that gets the price back up to the $30 range.
I buying in big tomorrow think about it how many,people do,you know who don’t Netflix? It’s an amazing global brand the weight on the stock is all about the debt they will take on to buy WBD and hopefully with rates going down it’s gonna be even better smart company global leader it’s on sale imo
Sure it can but bottom seems like it’s forming around 89-90 and the little volatility spikes look like smart money buying up shares while’s it’s cheap then shorting to keep the price muted. Not sure how earnings will go but this nonsense about the WBD deal will end one way or another soon enough.
>CNN is separate from the WBD merger. Well, obviously this is true in theory. But are you really going to pretend that Trump isnt in active conversations to try and get his buddy Larry Ellison (and hisweasle son) to get control of CNN? Thats my main point. [David Ellison Reportedly Promised Trump ‘Sweeping Changes’ at CNN If Paramount Takes Over Warner Bros.t!](https://www.yahoo.com/news/articles/david-ellison-reportedly-promised-trump-144738560.html) [Trump and Larry Ellison already met last month to discuss firing CNN hosts Erin Burnett and Brianna Keilar (both of whom Trump has issues with)!](https://newrepublic.com/post/204166/paramount-ceo-trump-secret-promise-cnn-warner-bros) If its not the network trying to be smart and protect themselves, the anchors are in the same boat now too. Imagine having the POTUS actively trying to destroy your career? You currently have Paramount attempting a hostile takeover and while trying to leverage the power of POTUS to do it. If we want any semblance of real news, I'm glad that CNN is being cautious. I have my own issues with some of their reporting, but this whole thing with them is much higher level priority then some minor quibbles with their biases or reporting / news style.
CNN is separate from the WBD merger. The government doesn’t have anything to hang over the network itself the way it can lord acquisition approval over CBS/Paramount. If CNN still hasn’t mentioned this, it’s because they’re licking Republican boot with a liberal veneer like they always do. Trump hates CNN but also knows they’re one of his largest megaphones. If he wants to go after them, he will, whether they report favorably or not. Both parties simply understand that the status quo is beneficial for their stakeholders. Since both of those were totally separate arguments, my point remains: news is not that complex, especially in 2025. Newsrooms, even at the CNN level, are working with 20% of the staff they had 30 years ago. The stuff you read online was uploaded on a janky Wordpress portal just like your local high school newspaper. News demands speed above all else. Also, stories can be corrected or written in a way that never requires the reporter to make a factual claim in the first place. *Viral video uploaded to (platform) shows apparent ICE shooting of a US citizen, developments are underway.* is a complete story, ready for national publishing. No court would ever pick up a slander case against it. Source: Former broadcast producer.
What does this mean for WBD stock? I somehow have a lot of it.
Netflix plus WBD = I set my subscription and never cancel it.
What kind of crack are you on, the whole plan was to split for WBD, even before paramount got in the picture. If they wanted CNBC paramount could waited another few months then acquire the legacy and cnn
you'd have to ask the WBD board of directors. But i speculate it has to do with some combination of the following: * funding concerns in terms of PSKY's bid (their bid is higher, but potentially less certain) * Netlfix may be offering more *for the assets they want to buy* than PSKY is offering for those same assets * they may just hate the Ellison's / Trump * they may be trying to entice PSKY to increase their offer even more * they don't care about the television assets and will spin them off into a separate company (in which case those assets will be someone else's problem (much like Comcast/NBC Universal just did with Versant)).
WBD is more than just movies—they have a major television segment too. With The Pitt, they were experimenting with longer-format shows that returned annually, but the company was acquired before we could see how that strategy played out. Season 2 of The Pitt starts this week, and Netflix hasn’t said whether it plans to keep that fast turnaround. So far, the discussion seems focused almost entirely on films, not on other parts of the business like TV or gaming—both of which Netflix also acquired. When WBD owned these assets, there wasn’t much interest. Maybe under Netflix we’ll finally see more attention on the TV slate or the gaming studios. WBD also produced shows for other platforms (Ted Lasso for Apple TV+, Abbott Elementary for Disney). It’ll be interesting to see whether Netflix continues that third-party production model or pulls everything in-house.
According to WBD board: PSKY's offer is inferior given significant costs, risks and uncertainties as compared to the Netflix merger. Under the Netflix merger agreement, WBD shareholders will receive significant value with $23.25 in cash and shares of Netflix common stock representing a target value of $4.50 based on a collar range in the Netflix stock price at the time of closing, which has future value creation potential.
This. Plus Netflix gives them some shares in Netflix, which won't be at the same price it is today if/when the deal closes a year from now. If you think that the Netflix deal is for less then you're basically valuing the rest of WBD at next to nothing. Worst case if you don't want to own it after the deal goes through you can just dump the WBD shares for some extra cash.
Guys, I seriously think WBD is banking that ORCL will take a huge hit from the AI bubble bursting!
At what point does NFLX pay the $5b and dump this attempt at taking over WBD? Has a company this large ever made such a bad decision? It’s like Yahoo buying tumblr but worse.
i see. well, we're in agreement. Netflix absolutely does want WBD. the only thing standing in their way is whether or not the government will intervene.
WBD was already splitting off CNN. They were not spending 100+ billion only for CNN. Even if it happens it won't be in time for midterms anyway. Paramount could still by CNN once it split out for perhaps only a few billion instead.
Warner Bros released Sinners, Weapons, A Minecraft Movie, The Conjuring: Last Rites, Final Destination: Bloodlines, One Battle After Another, and Mickey 17 in 2025, to name a few. Those releases didn’t move WBD stock much, but now that Netflix owns it, maybe people will finally appreciate WBD’s IP and studio output.
Bigger number ≠ better deal. Paramount feels like leverage + 12–18 months of regulatory roulette, Netflix is lower headline value but way more certainty. Market reaction is probably the cleanest signal here: [https://aimytrade.io/ticker/WBD](https://aimytrade.io/ticker/WBD)
Are they really doing yet another story on WBD and Paramount? No one gives a shit.
WBD has to split into two pieces and then they start moving towards actually merging. So 12-18 months? It's going to be a haul, that's why the stock is stuck in the mud.
Hopefully Netflix will rebound a little bit on this news. I think investors were concerned that they were going to raise their bid price to compete against PSKY. Counter argument. The stock falls further because it’s more likely that Netflix spends the money on WBD and investors were actually hoping to deal with fall through
here we go bois. Warner Bros Discovery has rejected Paramount’s $108bn hostile bid as “inadequate” despite a personal pledge from Oracle co-founder billionaire Larry Ellison to backstop financing for the takeover. The WBD board has insisted that the $83bn deal agreed last month with Netflix for its studio and streaming business is superior to Paramount’s offer for the entire company, including its legacy television assets such as CNN.
NFLX valuation was a little obscene and only made sense if they kept raising prices forever while constantly expanding subs globally. Them getting involved in WBD acquisition isn’t helping.
>This is going to boom tomorrow >Thank you WBD! https://preview.redd.it/merg7htmerbg1.jpeg?width=1280&format=pjpg&auto=webp&s=e0bbca6d8c58d0a06d28a24b6b3f6b7e82f37026
I’m down 15 to 20%. I think a support is building around $88 to $90. But I don’t know when a good catalyst will propel the stock back up. It doesn’t seem there is anything wrong with the company fundamentals wise, instead continuation of negative press and financial implications if they do but WBD.
Paramount is a Trumpy company. WBD has CNN, which Trump wants control over. If it's up to a shareholder vote, it becomes a matter of who is in Trump's pocket or bows to threats. Netflix is a much better deal for consumers as well as WB itself - I would expect more exploratory content as well as revival of previously cancelled content that wasn't profitable enough. However, if it is Netflix, their value will drop while WBD rises, at least before the merger. Paramount would be worse for both companies, as there is more overlapping areas of production. It will mean the end of a lot of subcompanies in both, and the beginning of government controlled propaganda machines. What that does for the market, I have no idea, but it seems bad for the average participant in the market.
Just put $100k in WBD and you'll make your $10k back when the deal closes in 2 years.
Remove one line from the most recent ER and NFLX would have been at $150. Instead they decided to take the whole Brazil writedown then and there, triggering the start of what is a -30% off of an otherwise superb quarter. While I wish they hadn’t gotten involved in the WBD bidding (for short term reasons) that situation seems to be a long term win-win whichever way it resolves. Similar setup as GOOGL a year ago. If they win it, there might be a year or more of pain and volatility as that plays out. But winning it gives them more “free” in-house content and perhaps more importantly, it locks out and weakens competitors. If they lose, the market should initially like saving $80B or whatever the final price tag is. And Netflix will have successfully bled a weaker competitor by forcing them to be the one overpaying for it. The move into wrestling gives them more addictive subs who are less price sensitive. The sports “events” tactic is a shrewd way of getting viewers without having to play the ruinous game of sponsoring pro leagues.
I think Netflix is range bound until after the WBD acquisition goes through. If NFLX is below $97.91 WBD shareholders get more shares. So market makers could keep it below that price and then once WBD deal closes let it shoot up with their extra NFLX shares.
Been thinking about it. Valuation is really good at this point. I think the price is reflecting the WBD risk and NFLX is a great company. I think this fits into the idea of what Buffet talks about with: “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” I'm not the biggest fan of buying larger market caps, just I have fun researching names, but NFLX does look interesting at the current valuation.
Paramount’s bid persists as a structural threat. Hostile maneuvers evolve into proxy battles, a legal siege reminiscent of the 1980s raider era. Because Netflix historically avoids legacy M&A, the market remains skeptical. For Netflix, the risk is inheriting WBD’s massive debt; the benefit is library scale. Current pricing reflects fear, not synergy. It’s an arbitrage gap waiting for a catalyst.
Trump wants the right wing conservative owned paramount to own WBD which includes CNN. So it will probably happen.
Opportunity cost... not knocking a 39% return but my communication sector holdings were ASTS (200%+), WBD (150%+) and GOOG (66%). I will rotate out of WBD and into TTWO at the point the stock starts making some big moves. Until then, Ill let my winners run.
Paramount basically has to up the price of their bid to stand a chance IMO. WBD shareholders would be worse off financially if they accepted it at the current offer. But even then, if they really want to Netflix can easily up their offer by more than Paramount can afford. That said either way the deal still has to get past regulators. And IMO it's actually Paramount that would have the tougher time getting it approved, as Paramount would own virtually all the big name cable TV channels plus a bunch of over the air broadcast channels, all while the same family also controlled Tik Tok in the US. While Netflix isn't even buying the cable TV assets, and would still have less streaming watch time than YouTube.
Damn... If this is the worst dirt you found, the man is a saint in the investing world. Most of this sub invests in worse companies than he does Did you even properly read these, or just Google warren buffet scandal and post the first links you saw? The first link is about the rail industry averting a strike, with workers agreeing to a deal on compensation. Buffett owns one of the companies involved The second link (some ad-filled probably AI-written listicle) is about him: - Trying to obstruct competitors taking a stake in a company he wanted (nothing compared to what's going on with WBD) - Breaching a non-legally binding 'gentleman's agreement' with competitors - Having investments in banks, fossil fuels, Kraft Heinz, including having investments in companies that had scandals (because even though Buffett wasn't involved, it's a controversial 'blemish' on his investment record) - Abstaining from a vote on coca-cola executive compensation (instead of voting against) - Lack of diversity in his leadership ranks - Etc.
Short term natty gas play wasnt a bad idea. Netflix is more enh, but they have a lot on their plate rn with the WBD aquisition
NFLX has been such a dud lately. One Skydance wins WBD, I think it will go up 10% on the day.
NFLX just cant win no matter what happens with WBD this stock is fucked
36% YTD RKLB, AMD, NVDIA, GOOGL,APPLE,UBER,CRM, DBX. Kept buying for couple of years, small amounts, long positions. Recently opened 2 small positions in CRWV. Only one stinker WBD brought 2 years ago which i sold last month on the Paramount bid news when the prices pushes past 30. Got rid of it on 15% loss.
Here’s a few and my returns this year: WBD 240%, HUT 223%, GOOG 101%, DOCN 65%, RIOT 70%, SOFI 150-200% ish, MU 300%, and a bunch more haha
I was considering it but I feel like there’s better places to put that money. Earnings and/or WBD deal falling apart can send it back to the $100+ range but it can also just consolidate for a bit.
The WBD rally surged from +22% to +112%, utterly insane. Rolling profits into VTI was the smart move to lock in gains. When you buy a stock everyone despises, people call you crazy; but when it soars, they pretend they saw it coming. Rebounding from a 40% drawdown to finish at a yearly high is no small feat. Enjoy this victory, you've earned it.
Trump will block the WBD purchase
Basically counting on WBD to save my port. Come on Ellison, quit being stingy and up your bid. I need a W
WBD has been doing good and looks to go up significantly thanks to the Paramount and Netflix bidding war.
Large gains, mainly CRWD RNMBY WBD some ETFs. I would have made much more had I not panic sold GOOGL and some others in April. Next year I expect more merger activity, gains from precious metals and AI so I am in GLD SLV NBIS. Boring ETFs like XLU will also do OK. Oil will fluctuate as always.
This. The only foreign investments I know of are things like the Saudi's buying up EA (which has understandably met with massive backlash, especially in communities like the sims which are very LGBTQ inclusive and full of lots of women. The game isn't allowed to be sold in Saudi Arabia because of the LGBTQ content, and yet the Saudi's will soon own it). The Saudi's are also part of the Paramount deal that they're trying to push through to buy up WBD, which is also rather problematic for a ton of people. I personally don't like any foreign investment that involves buying out already established American assets, and I don't think that it should be viewed as investing in America. But I'm sure that politicians bragging about their accomplishments in later years will count money spent on these acquisitions as money invested in America in the future.
i hate to say it, buy my wife insisted on Gold and Silver Options. she had gotten the bug in 2024 when she had me purchase DWAC(DJT) and RUM calls. she witnessed the Leverage she had and made a lot of profit off those Calls. in 2025 besides gold and silver she has BW,WBD and RUM calls. soon (after jan1st) more DJT calls. she listens to alot of political stuff (podcasts) and i never ask her about it. my portfolio sucks, while hers is up 700% Ytd on schwab. when she gets another itch to buy i will let you know.....
any hope for my 1/2/26 WBD $30 calls?
I totally agree with you. I actually don’t think OP should be buying calls on NFLX whether they’re ITM, ATM or OTM. I just meant OTM call options will generate a higher return if NFLX goes up from here, which it won’t because of all the arbitrageurs pushing it because of the WBD deal. So I think TTD, which actually partners with NFLX, is the best stock to buy right now and will be the best performing S&P stock next year. I bought 850 shares at $37.62 on Wednesday and a bunch of different options for about $15k in total. I’d go with the $52.5 Strike calls expiring on 3/20/26 for the safest bang for your buck and then sell or exercise them after earnings, which typically come out in late February for TTD. I have $5k worth of these calls that I bought yesterday. Hope this all helps!
What big announcements? It’s going to take a year for the WBD deal to close, and NFLX will probably fall once it does. The Jake Paul fight, Stranger Things finale, and recent Thursday Night football games won’t be priced into the stock until the earnings call which is a ways away
Wait! 1.5-2.0 trillion? It was 1.2 a couple of weeks ago, and 800 bi earlier the year. Also, Paramount Skydance has a market cap of 15 billion and is trying to buy WBD for 100 billion. So, technically Tesla, or xAI or SpaceX can buy pieces of each other with leverage and issuing shares.
Man I was so pissed off WBD wasn't under the tree this year I asked daddy if we could sue Santa and he said yes! 😃 *David Ellison*