Bear! Message Board - Msg: 35350001

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Strategies & Market Trends : Bear!

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To: Harshu Vyas who wrote (286)	12/5/2025 8:21:40 AM
From: Sean Collett	Read Replies (1) of 291

To be fair to AOL-Time Warner AOL was playing all sorts of games with revenue and booking things as revenue that was really not. This kept inflating their stock price which allowed them to make the merger happen with them taking the drivers seat. $WBD has been depressed in price since it formed and $NFLX is very much a cash generator. I am on the fence with this one. Likely they overpaid (but I was not an investor in either) but it's defensive for Netflix to have that deep library on its platform without risk of it getting pulled. Netflix has spent so much on original content the past few years and NONE of it is really memorable so I would think they pull back on that garbage now as they can use the better studios and teams from their new child? It does make a terrible CEO, David Zaslav, look good though. What I find most interesting is John Malone spent the back half of his new book complaining about Big Tech and their deep pockets.....only to see one of his sell to Big Tech. -Sean

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