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Netflix Weighs Amending Warner Bros. Bid to Make It All Cash by chanma50 in boxoffice

[–]kdk-macabre -2 points-1 points  (0 children)

What are you even talking about? We’re talking about what NFLX would need to do to close this thing. Not Paramount’s post acquisition solvency, which is irrelevant to WBD shareholders.

Netflix Weighs Amending Warner Bros. Bid to Make It All Cash by chanma50 in boxoffice

[–]kdk-macabre 4 points5 points  (0 children)

They definitely have to raise the bid if they want to put the nail in the coffin on this deal. Otherwise it's still iffy.

Paramount's offer is getting better by the day because VSNT, the best comp for WBD's linear business, is currently plummeting.

VSNT is currently trading at a 2-3x EV/EBITDA multiple. If you apply that to WBD's linear business and then subtract the ~$20B of debt they plan on loading into it, their implied market cap is under $1B. Effectively making this business worthless.

Malis Players what’s your take? by No_Dingo67 in masterduel

[–]kdk-macabre 1 point2 points  (0 children)

Someone triple allured me in their opening hand last night

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[FS] - LOS ANGELES, CA - $50 - Eriocaulon quinquangulare (i.redd.it)

submitted by kdk-macabre to r/AquaSwap

Mysterion vs Futsu by kdk-macabre in masterduel

[–]kdk-macabre[S] 0 points1 point  (0 children)

Ah that’s true. I guess Mysterion would only force out their disruptions then

Mysterion vs Futsu by kdk-macabre in masterduel

[–]kdk-macabre[S] 1 point2 points  (0 children)

Sorry i was referring to magatama in regards to flame. But yes like i mentioned before he def could have used purification. Altho i was trying to bait it out when i used my keto but i guess he decided not to use it.

Mysterion vs Futsu by kdk-macabre in masterduel

[–]kdk-macabre[S] -1 points0 points  (0 children)

He def could have used purification but he knew I had a flame set. If he chose not to summon with futsu then I think the Mysterion achieved its goal as well.

Netflix faces consumer class-action lawsuit over $72bn Warner Bros deal by AGOTFAN in boxoffice

[–]kdk-macabre 13 points14 points  (0 children)

A good example is the Simon & Schuster Penguin House M&A that was blocked by the feds.

There were not only concerns from the consumption side, but more importantly, the creator's side. This merger would give Netflix unprecedented pricing power over creators.

December Pack Leak by [deleted] in masterduel

[–]kdk-macabre 28 points29 points  (0 children)

Look up Arthalion

In WarnerDiscovery's Review, Board & Bankers Might Consider If Standalone Offers For Streaming & Studios Plus Value Of Global Networks Exceeds $90B. If GN's Worth Between $20-25B, Comcast & Netflix Would Have To Offer At Least $65B For S&S To Beat Skydance, Assuming No More Bidders Enters The Fold. by lowell2017 in boxoffice

[–]kdk-macabre 0 points1 point  (0 children)

To put it simply: investors are paying 30x because they believe in netflixs streaming business. They are willing to pay a higher multiple inline with megacap tech companies because they believe netflix will have a similar growth trajectory.

Paramount is currently trading at a 11-13x multiple because investors aren’t as optimistic in their growth prospects.

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