Preference for the Netflix Deal Over Paramount's Bid

about 1 month ago

Tom

"if I were advising Warner Brothers Discovery, I would say I prefer the Netflix deal simply because I have greater confidence in the equity component for the equity component for Paramount. I've got Mr. Ellison saying, trust me, okay, I can trust you're the richest guy in the world or one of the richest guys. I've got a lot of Mideast money. I'm not sure if I like that, but the pro forma companies can have a ton of debt on it, and that's a problem."

The speaker expresses a clear preference for the Netflix deal over Paramount's bid for Warner Brothers Discovery, citing stronger confidence in the equity component and concerns about debt in the alternative structure. This provides investor insight into potential advantages in the ongoing deal.

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