Show notes
If you think Netflix “took an L” by walking away, you're not seeing the real play. This was a 111 billion-dollar trap with 79 billion in debt, political smoke, and a dying theater business attached to it. In this video I’m breaking down why the smartest move sometimes is NOT buying the asset… it’s letting somebody else overpay and holding your leverage.
Here’s what you’re going to get out of this: you’ll understand how big mergers really work, why “assets” can become liabilities overnight, and how to spot when the market is rewarding discipline over hype. We talking Netflix stock, Paramount merger, Warner Bros Discovery, HBO Max, streaming wars, Hollywood consolidation, and the long game behind content libraries, cash flow, debt, antitrust risk, and who really controls the media.
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