We thought that the streaming war had ended with a clear winner: Netflix, Inc. ( NFLX ). But it seems this saga has a sequel: the bidding warI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more reliable driver of returns than valuatio ...

Ellison Family Has Still Not Provided an Equity Backstop, Despite Headline Claims WBD Board's Full, Fair and Transparent Review Established a Level Playing Field in a Competitive Process Reiterates Recommendation in Support of Netflix Combination, Which Represents Superior, More Certain Value for Shareholders No Material Difference in Regulatory Risk Between PSKY Offer and Netflix Merger Paramount Offer Reflects Inadequate Value and Imposes Numerous, Significant Risks and Costs on WBD Illusory, Non-Binding ...

I am a qualified economist specializing in economic theory and I have been investing and trading since 2005. Since 2018, I have been investing in US equities. Until 2022, I was part of TopStepTrader, having passed the combine for a funded trader. I am a conservative investor, and for a long time, I have been using my model for evaluating companies, based on a mix of quantitative and fundamental analysis. This model allows me to assess objectively almost any public business and answer the question of investm ...

The market isn't happy about it. Is it missing something?While Netflix (NFLX +0.82%) investors were still mulling over their thoughts about the company's proposed acquisition of Warner Bros. Discovery's streaming assets and film studios, Paramount Skydance has already added the drama of a potential hostile takeover.The market initially reacted with a thumbs-down to the Netflix announcement. While the three companies sort this out with the relevant regulatory agencies, let's evaluate whether or not the acqui ...

Netflix, Inc. (NASDAQ:NFLX) traded near flat on Tuesday, while iHeartMedia, Inc. (NASDAQ:IHRT) climbed after announcing a major content partnership.The companies unveiled an exclusive video podcasting deal that brings top iHeartPodcasts to Netflix.The agreement covers more than 15 original iHeartPodcasts.Also Read: Eric Jackson To Head Crypto Treasury — SRX Health Stock SoarsNetflix will stream new video episodes exclusively. Select past episodes will also appear on the platform.New video podcasts debut in ...

The world's best streaming stock is up 701% in 10 years.Netflix (NFLX 1.49%) deserves credit for spearheading the world's shift away from cable TV and toward streaming. It's the leader in that market, with a global presence, massive user base, pricing power, and sizable profits.Should you invest $100 in this dominant streaming stock, which trades 29% below its peak (as of Dec. 12), right now? Netflix is an expensive stockThis stock has performed exceptionally well in the past, soaring 701% over the trailin ...

In a memo to employees divulged this morning in an SEC filing, Netflix Co-CEOs Greg Peters and Ted Sarandos call their pending $83B acquisition of Warner Bros. “a win for the entertainment business.” Wall Street, however, isn’t entirely convinced. One new report Monday from MoffettNathanson’s Robert Fishman urges the company not to take the bait if and when Paramount increases its hostile bid. Far better, Fishman argues, for the streaming giant to “bow out of the bidding war, put their heads down, and cont ...

Stock splits typically signal a business is firing on all cylinders. This industry pioneer is no different.The S&P 500 (^GSPC 1.07%) is the most highly regarded stock market index in the U.S., comprised of the 500 largest publicly traded companies in the country. Many investors consider it to be the most reliable gauge of overall stock market performance, thanks to the breadth of its member companies.To be a member of the S&P 500, a company must meet the following criteria:Be based in the U.S.Have a market ...

流媒体行业竞争与并购动态 - 流媒体行业竞争加剧 网飞作为行业先驱和全球领先者 正面临来自各方的竞争[1][2] - 网飞为巩固其内容帝国和竞争护城河 计划以企业价值约827亿美元收购华纳兄弟探索公司的战略资产 包括其影视工作室 HBO及HBO Max流媒体服务[2][5] - 网飞的竞争对手派拉蒙Skydance试图以每股30美元的全现金要约进行敌意收购 该提案企业价值为1084亿美元 导致一场竞购战[6] 并购交易细节与潜在结果 - 网飞与华纳兄弟探索公司已达成收购协议 若交易失败将产生相关费用 且该交易已因可能反竞争引发监管审查[7] - 若网飞成功收购 将获得大量知识产权 包括《权力的游戏》、《哈利波特》系列等 并计划将HBO Max作为独立服务运营 同时可向其超过3亿订阅用户推广以促进增长[9][11] - 若派拉蒙Skydance竞购成功 将使该公司与网飞及其他行业巨头如华特迪士尼和Alphabet处于更平等的竞争地位[10] 交易对网飞的财务影响与估值 - 自交易宣布以来 网飞股价下跌 部分原因是收购代价高昂 交易完成后公司资产负债表可能增加高达750亿美元的债务 约为其过去四个季度EBITDA的3倍 这意味着公司需花费数年时间用大量现金流偿还债务[12] - 尽管短期财务可能承压 但交易将为公司在整合的流媒体行业中奠定更坚实基础 随着规模扩大 公司盈利能力已稳步提升 在消化债务后可能创造更多利润[13] - 网飞股价较历史高点下跌30% 基于收购前分析师对其长期盈利年化增长率23%的预估 其38倍的市盈率对长期投资者而言具有吸引力 股价有望从当前水平上涨[14]

Key Points Netflix shares are down about 29% from the end of June. The streaming giant posted double-digit revenue growth and strong free cash flow in Q3. A Warner Bros deal adds regulatory risk and could pressure the valuation. 10 stocks we like better than Netflix › Shares of Netflix (NASDAQ: NFLX) are down about 29% from the end of June. Part of the growth stock's slide was driven by a post third-quarter earnings sell-off largely tied to a one-time Brazilian tax charge, but a good portion of i ...