This week on Fundamentals Unfiltered, Matt breaks down two major stories shaping markets:

- The escalating takeover battle for Warner Brothers Discovery

Netflix’s $72B cash-and-stock bid sets off an unexpected contest with Paramount/Skydance’s hostile $30-per-share tender offer. Matt breaks down:

Why the deal structure matters (cash vs. stock vs. equity stub)

Antitrust risks for Netflix

Political angles involving the Ellison family and Jared Kushner

Why this drama echoes RJR Nabisco and the book Barbarians at the Gate (Bryan Burrough)

- Major leadership shifts at Berkshire Hathaway

Berkshire announces several top-level changes, including:

Todd Combs leaving for JPMorgan

Questions about how Greg Abel will oversee capital allocation

CFO Marc Hamburg retiring

Michael O’Sullivan named general counsel

Nancy Pierce stepping in as GEICO CEO

Matt also shares a recommendation of Shut Up and Keep Talking by Bob Pisani, reflecting on floor-trading history and the transition to electronic markets.

Check out the link here: https://amzn.to/3YbekZT

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