Lululemon CommentatorNflx advances on two fronts, further consolidating its dominance in entertainment
This week saw continuous news-driven catalysts, starting with an exclusive video podcast partnership with iHeartPodcasts (EST 12.16 morning), followed by Warner's board leaning toward supporting Netflix and planning to reject Paramount's acquisition + Affinity Partners' exit (EST 12.16 evening).
Thoughts: NFLX had high-frequency move this week. The former secured exclusive video podcast rights, posing a significant challenge to YouTube, which could be a new growth driver. The latter essentially drew a provisional conclusion to this acquisition farce. Last night before bed, I checked related predictions on Polymarket - Netflix's odds were consistently above 70%. This 'voting with feet' approach is worth referencing.
$Netflix(NFLX.US)
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