$70 billion and Chill

$70 billion can get a lot… but in the case of Netflix, it can’t buy anything better than Warner Bros Discovery. Host Emily Flippen is joined by Jason Hall and Dan Caplinger to break down what it means for investors, streamers, and how to evaluate mega-mergers to determine when they’re accretive or dilutive.

They cover:

- What Netflix is actually buying - and why Warner Bros said “yes” to Netflix over Paramount and Comcast.

- Whether or not this smart capital allocation or peak hubris on the part of Netflix

- A framework for judging mega-mergers in your own portfolio and how to evaluate when they do (or don’t!) make sense

Companies discussed: WBD, NFLX, DIS, PARA, CMCSA

Host: Emily Flippen, Dan Caplinger, Jason Hall

Producer: Anand Chokkavelu

Engineer: Dan Boyd

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