Paramount vs Netflix - who's going to get WBD?

u/Wonderful_Chip_6694 · Reddit — r/ValueInvesting · 25 февраля 2026, 13:25 · ⬆ 16 очк. · 💬 73 комментариев  | Открыть на Reddit ↗
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=== SUMMARY === - The post speculates on a potential bidding war for Warner Bros. Discovery (WBD) between Paramount (PARA) and Netflix (NFLX). - The author believes an acquisition is likely, framing it as a battle for intellectual property (IP) to enhance relevance. They question whether Netflix's financial strength or Paramount's "political capital" will be the deciding factor. - Quality assessment: This is pure speculation. The post lacks any fundamental analysis, valuation, or evidence to support the acquisition thesis. It reads more like a casual observation or a "what-if" scenario rather than well-researched due diligence (DD). === SENTIMENT === MIXED === TRADE IDEAS === No actionable trade ideas in this post.
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