Executive Summary
Warner Bros Discovery has become the ultimate poison pill acquisition. Two tech titans are locked in a $108 billion bidding war for a company that generates minimal free cash flow and carries crushing debt loads. The irony is stark: Netflix, with its pristine balance sheet and $425 billion market cap, faces regulatory headwinds that could kill the deal, while Paramount Skydance has a clear regulatory path but would emerge with 5x leverage that could cripple the combined entity. Bloomberg Intelli...
Key Investment Opportunity
IBM's AI Infrastructure Monopoly Play
IBM's $9.3 billion Confluent acquisition creates a chokepoint in enterprise AI infrastructure that the market is undervaluing. While media companies destroy shareholder value through leverage-fueled consolidation, IBM is methodically building an AI enterprise stack through strategic software acquisi...
...and 1 more investment opportunities
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