Bear! Message Board - Msg: 35349981

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Strategies & Market Trends : Bear!

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From: Harshu Vyas	12/5/2025 7:51:17 AM
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OT: But my gosh! Netflix to buy Warner Bros film and streaming businesses for $72bn - BBC News I think this is a terrible merger. I mean, immediately value destructive. Idk how it'll be funded - probably stock + cash because of the size and NFLX's balance sheet - but do these big players not realise this is a highly competitive market? You're competing with Tiktok, YouTube, Spotify, video games and so many non-franchise films/shows being released every week etc. You're competing for an individual's time. And it's easier for a person to doom scroll. I mean, the value of a franchise is not what is was pre-21st century. Take Disney's acquisition of Star Wars. Started off sweet.. now who cares? Is The Mandalorian even still going? My dad - a diehard Star Wars fan having watched them in the cinema as a boy - finds himself watching the originals when they come on TV because they're just "better." Prequels, sequels and spin offs are not the route to success. And now Netflix are pursuing that strategy. The AOL-Time Warner of this generation? It's too big and the payoff doesn't seem great enough.

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