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Netflix's $2.8b Money Heist
This week, Barry and Ernest discuss Netflix dropping out of the bid for Warner Brothers Discovery, and what's next for Netflix. They also break down CCL Industries's capital allocation and M&A opportunities.
0:00- Intro
5:32- Netflix drops out of Warner bid
12:26- Netflix benefits from PSKY/WBD
18:15- How AI benefits Netflix
20:47- CCL Industries update
27:20- Greg Abel's letter
View all episodes
By Barry Schwartz
4
55 ratings
This week, Barry and Ernest discuss Netflix dropping out of the bid for Warner Brothers Discovery, and what's next for Netflix. They also break down CCL Industries's capital allocation and M&A opportunities.
0:00- Intro
5:32- Netflix drops out of Warner bid
12:26- Netflix benefits from PSKY/WBD
18:15- How AI benefits Netflix
20:47- CCL Industries update
27:20- Greg Abel's letter
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