Episode
Netflix's $2.8b Money Heist
- Published
- Mar 10, 2026
- Duration seconds
- 1773
- Processing state
not_requested- Canonical source
- https://podcasters.spotify.com/pod/show/barry532
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Summary
This week, Barry and Ernest discuss Netflix dropping out of the bid for Warner Brothers Discovery, and what's next for Netflix. They also break down CCL Industries's capital allocation and M&A opportunities. 0:00- Intro 5:32- Netflix drops out of Warner bid 12:26- Netflix benefits from PSKY/WBD 18:15- How AI benefits Netflix 20:47- CCL Industries update 27:20- Greg Abel's letter