$Netflix(NFLX)$ has shown clear strategic insight from the start. Many panicked causing significant share value loss, but similar patterns can recur. Once weaker holders and short-term shorts exit, it acts as a filter—leaving investors trusting the company and management vision. Shares could grow faster. If $Netflix(NFLX)$ bids aggressively for $Warner Bros. Discovery(WBD)$ , it’s due to management seeing strategic rationale and long-term projections. If rejected, the company remains well positioned to execute its current strategy.
If $Netflix(NFLX)$ truly wants this deal to go through, they might need to purchase some Trump meme coins or arrange a documentary deal for him. $Amazon.com(AMZN)$ already set the precedent with Melania.
As a shareholder and customer, I support this. Consider what happened with Breaking Bad. $AMC Entertainment(AMC)$ 's hit show. But after $Netflix(NFLX)$ acquired the streaming rights, it became one of the most-watched TV shows due to greater exposure. $Netflix(NFLX)$ excels not only in content creation but also has the largest delivery infrastructure. Kobra Kai started on YouTube for the first two seasons, then was sold to $Netflix(NFLX)$ , leading to four more seasons. You wouldn't have seen Squid Game without NFLX. $Netflix(NFLX)$ is the new vehicle
This is how it makes money. $Netflix(NFLX)$ standard at $10 and $Netflix(NFLX)$ plus HBO plus discovery at $25. Extra $17 per month compared to the current $8 standard, which works out to $200 per year. If they get 110 million users to buy in, with 30% adoption rate, that becomes $22 billion revenue. No licensing fees on existing content means additional $3 billion cost saving over 4 years, achieving 100% return on capital. Makes you think why $Paramount Global(PARA)$ would attempt hostile takeover at $108 billion.