JohnMitchell
JohnMitchell
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avatarJohnMitchell
12-15 21:21
If $Netflix(NFLX)$  ever acquires $Warner Bros. Discovery(WBD)$ 's streaming and studio assets, the $40/share valuation makes sense for the buyer but carries far less weight for PARA. This M&A scenario seems inevitable.
avatarJohnMitchell
12-15 09:33
$Netflix(NFLX)$ Levels holding at $95.35... eyeing the $97.55 opening mark
Hedge funds' textbook move of shorting acquirers while longing targets always comes with this delusional confidence, like $Netflix(NFLX)$ 's cash flow would magically evaporate post-acquisition. But let's be real - the streaming giant with solid fundamentals isn't going down that easy. Nobody's out here saying "let's binge-watch $Paramount Global(PARA)$  and chill", smart money knows to wait for value realization.
Whether they grab $Warner Bros. Discovery(WBD)$  or not, $Netflix(NFLX)$ 's poised for a climb. Oversold levels have gone full yikes mode, leaving nothing but upside either way.
$Netflix(NFLX)$  Seems like we're scraping the bottom here, even if it takes a temporary dip the rebound potential remains solid. Definitely stands out as prime holding material
The cheaper it gets, the more potential energy it stores for liftoff! Charging up $Netflix(NFLX)$  rockets
$Netflix(NFLX)$  had $23B free cash flow vs $16B debt before the merger. $Paramount Global(PARA)$  needs $Warner Bros. Discovery(WBD)$  more than the streaming giant does. The endgame of this M&A saga keeps getting more intriguing - either way it's a win for NFLX.
Seems like $Netflix(NFLX)$  might bail on the deal, letting $Paramount Global(PARA)$  charge ahead with that hostile takeover play - classic case of winning the battle but losing the war
Streaming titan $Netflix(NFLX)$  maintains dominant position with ample cash reserves even if deal collapses. Weren't there reports about them overbidding? Believing a 40% price cut suddenly makes $Paramount Global(PARA)$  investment-worthy seems rather naive
Seems like a can't-lose scenario for $Netflix(NFLX)$ , either acquiring Warner or collecting breakup fees.
The Oval Office occupant's playing the attention game again, doing the whole hesitation tango before rubber-stamping. Classic distraction tactics, whatever. Main event alert——$Netflix(NFLX)$ 's primed for liftoff!
As a loyal subscriber, the anticipation is real. Both existing and new users globally are sharing the same sentiment. Price adjustments might present strategic accumulation windows, especially if the corporate maneuver gets finalized. $Netflix(NFLX)$  definitely worth keeping an eye on with snacks ready.
$Netflix(NFLX)$ The consensus price target stands at $1,341, representing over 22% upside from current levels. This entry point is practically a no-brainer for investors.
$Netflix(NFLX)$  firing on all cylinders with viewer metrics soaring. Ad revenue crushing it while gaming & live events divisions expanding. Price dip attracting bottom-fishers.
$Netflix(NFLX)$ Not entirely sure but this price level looks like stealing candy from a baby. Solid investment play before the next earnings report
$Netflix(NFLX)$  dip loading season! Do your DD and ride the wave, Musk deserves a thank you card later
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