I don’t get why folks automatically assume, for whatever rea...
I don’t get why folks automatically assume, for whatever reason, that Warner Bros. Discovery will immediately try to jump into the sack with either $ViacomCBS (VIAC.US)$ or $Comcast (CMCSA.US)$. It makes no sense. Where’s the payoff for all the regulatory and operational pain in attempting such a merger immediately on the heals of the WBD deal?
Better for WBD to take a breather, get its bearings, pay down some debt, invest in its own content and focus on streaming and expanding internationally.
WBD will be well positioned to effectively compete directly with $Netflix (NFLX.US)$, $Disney (DIS.US)$, et al at inception. Why would WBD want to complicate matters?
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101771265 : What’s happening to this stock!
Zim Hen : VIAC and CMCSA are going to need a merger/acquisition because they're not going to make it in streaming but HBO Max/Discovery doesn't need them. Neither does DIS. NFLX could use some big brand names but not desperately.
VIAC/CMCSA's problem is that they aren't really needed desperately by any of the successful platforms. Eventually they will be sold at least for the well known IP but streaming is lean & mean and not all these platforms have a role.
YYYoung Zim Hen : Netflix is the biggest brand. 2 months of Squid Game beat a decade of GoT in every metric.
GratefulPanda : Still waiting to see how WBD plays out in Asia![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
very_impressive : hopelessly irritation USarket in general if u observed more . good counter plunges to new lows each day. lousy counter shoot 1000% and drop 2000%. pure manipulation .
very_impressive : irrationally US market*