# Netflix's $2.8b Money Heist

Page: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/netflix-s-2-8b-money-heist
Text version: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/netflix-s-2-8b-money-heist.md
Podcast: [Long Term Investing - With Baskin Wealth Management](https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574)
Published: 2026-03-10T11:42:54+00:00
Episode link: https://podcasters.spotify.com/pod/show/barry532
Audio file: https://audio-delivery.cohostpodcasting.com/audio/b0adfb2c-55ba-452f-88d1-53f7b32b626b/episodes/557a1034-ab3d-4ff1-96bc-5e3ccc2e82f1/episode.mp3
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JSON: https://stenobird.com/v1/public/podcasts/long-term-investing-with-baskin-wealth-management-5755574/episodes/netflix-s-2-8b-money-heist
Duration seconds: 1773

## Resource

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 

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## Transcript

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