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$Warner Bros. Discovery(WBD.US) $Netflix(NFLX.US)
The Netflix-Warner Bros potential deal has got my attention.Warner is a top 10 performing S&P 500 stock this year (+130%) not because of earnings, but because of a potential buyout.I have never fully understood Netflix as a company which is why I missed it back at $160 in 2022, but I do know that they really need their own content. The platform is constantly having shows “leave soon” or renting IP/movies from other studios.HBO Max is elite. If $Netflix(NFLX.US) were to actually buy it and get the studio/IP (and the $20-$30B in debt) then I do think it could be a much needed asset on the platform.The content rich library of HBO is a big deal…Game of Thrones, Friends, Silicon Valley, the Batman movies…all of this on Netflix would be a BIG deal.I also think it could have a material impact on Netflix’s stock but that comes down to the terms they get for the buyout — it does feel like they’d add more subscribers healthily if they got an asset like $Warner Bros. Discovery(WBD.US).Source: amit
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