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- Intro5:32- Netflix drops out of War...
Long Term Investing - With Baskin Wealth Management · Barry Schwartz
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Show Notes
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