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"I don't see what changes until Paramount comes to the table with some meaningful structural remedies," says Rich Greenfield, LightShed 🔦 of the $PSKY & $WBD merger as antitrust concerns continue.

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The soap opera between Paramount, Netflix, and Warner Bros will dominate headlines for months. Rich Greenfield, LightShed 🔦 explains what is happening, what matters in the story, and what he expects to happen. $NFLX $WBD $PSKY
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The soap opera between Paramount, Netflix, and Warner Bros will dominate headlines for months. Rich Greenfield, LightShed 🔦 explains what is happening, what matters in the story, and what he expects to happen. $NFLX $WBD $PSKY

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"David Ellison needs to come up with a solution of a structural remedy...that these AGs will accept, and there may be none," says Rich Greenfield, LightShed 🔦 about $PSKY's attempt to buy $WBD.
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"David Ellison needs to come up with a solution of a structural remedy...that these AGs will accept, and there may be none," says Rich Greenfield, LightShed 🔦 about $PSKY's attempt to buy $WBD.

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Why lever Paramount to 6.5x and take over $20bn of Middle East Money if the Ellisons have the 💰? $PSKY $WBD $NFLX The LightShed Podcast, Ep. 292. With Brandon Ross and Walter Piecyk
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Why lever Paramount to 6.5x and take over $20bn of Middle East Money if the Ellisons have the 💰? $PSKY $WBD $NFLX The LightShed Podcast, Ep. 292. With Brandon Ross and Walter Piecyk

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"I wonder whether the reason we're seeing merge talk is because the entire industry... is realizing there are no green shoots in TV advertising. It's never ever getting better," says Rich Greenfield, LightShed 🔦 He shares what the $WBD $PARA potential talks could be signaling.
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"I wonder whether the reason we're seeing merge talk is because the entire industry... is realizing there are no green shoots in TV advertising. It's never ever getting better," says Rich Greenfield, LightShed 🔦 He shares what the $WBD $PARA potential talks could be signaling.

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$PSKY CEO David Ellison feels he has no choice but to threaten to move Paramount out of California if the state's attorney general won't negotiate with him on the proposed Paramount-Warner Bros. merger, says Puck's Matthew Belloni.
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$PSKY CEO David Ellison feels he has no choice but to threaten to move Paramount out of California if the state's attorney general won't negotiate with him on the proposed Paramount-Warner Bros. merger, says Puck's Matthew Belloni.

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What is Telly? Telly Founder Ilya Pozin with Brandon Ross and Rich Greenfield, LightShed 🔦 on Ep #2 of Founders by LightShed Ventures LightShedVC Telly is transforming the consumer television experience, morphing the TV from a monitor on the wall into the smartest and most useful device in the home at the revolution price of free. Watch on Spotify or listen on the podcast player of your choice:
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What is Telly? Telly Founder Ilya Pozin with Brandon Ross and Rich Greenfield, LightShed 🔦 on Ep #2 of Founders by LightShed Ventures LightShedVC Telly is transforming the consumer television experience, morphing the TV from a monitor on the wall into the smartest and most useful device in the home at the revolution price of free. Watch on Spotify or listen on the podcast player of your choice:

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Before making any structural changes across all sectors, the economy needs to be stabilised. For this, the govt intends to continue with the IMF program & proceed with the debt restructuring, with the aim of achieving debt sustainability as soon as possible -President #AKD
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Before making any structural changes across all sectors, the economy needs to be stabilised. For this, the govt intends to continue with the IMF program & proceed with the debt restructuring, with the aim of achieving debt sustainability as soon as possible -President #AKD

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The proposed $111 billion merger between Paramount and Warner Bros. Discovery hit a major roadblock when California’s attorney general and 11 other states sued to stop it, citing antitrust concerns. That move was followed by Paramount Skydance CEO David Ellison threatening to take his operations out of California if the deal isn’t approved. William Brangham discussed with Matthew Belloni of Puck News.
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The proposed $111 billion merger between Paramount and Warner Bros. Discovery hit a major roadblock when California’s attorney general and 11 other states sued to stop it, citing antitrust concerns. That move was followed by Paramount Skydance CEO David Ellison threatening to take his operations out of California if the deal isn’t approved. William Brangham discussed with Matthew Belloni of Puck News.

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Paramount Skydance got its pass from the Trump administration on Warner Brothers. The antitrust case is weak. Two progressive AGs, Tish James in New York and Rob Bonta in California, are poised to sue. Enough big states where commerce is domiciled, and a federal judge can issue a restraining order that could slow the process of closing the deal. They don't need to win. They just need to delay it. My take on the latest Risk & Return with Bob Sloan Links to full episode in next post. $PSKY $WBD
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Paramount Skydance got its pass from the Trump administration on Warner Brothers. The antitrust case is weak. Two progressive AGs, Tish James in New York and Rob Bonta in California, are poised to sue. Enough big states where commerce is domiciled, and a federal judge can issue a restraining order that could slow the process of closing the deal. They don't need to win. They just need to delay it. My take on the latest Risk & Return with Bob Sloan Links to full episode in next post. $PSKY $WBD

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What does Minnesota have to do with the $110B Paramount-Warner Bros. merger? An expert says Minnesota could be on the hook for tens, even hundreds, of millions if a judge grants Paramount’s bond request. AG Keith Ellison joined 11 other Democratic AGs suing to block the merger.
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What does Minnesota have to do with the $110B Paramount-Warner Bros. merger? An expert says Minnesota could be on the hook for tens, even hundreds, of millions if a judge grants Paramount’s bond request. AG Keith Ellison joined 11 other Democratic AGs suing to block the merger.

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"If the millionaires aren't paying sufficient taxes, I don't see what the problem is with them leaving." As Rachel Reeves is reportedly looking to soften proposed non-dom tax changes, UCU general secretary Jo Grady says it shouldn't be the priority. #Newsnight

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Tony Khan addressing Nick LoPicollo rumors? "The future is very bright for AEW, WBD, and what is to come. I'm very excited with the news about Paramount. I have really great relationships there & am a big believer in what they do." (Good Karma Wrestling)
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Tony Khan addressing Nick LoPicollo rumors? "The future is very bright for AEW, WBD, and what is to come. I'm very excited with the news about Paramount. I have really great relationships there & am a big believer in what they do." (Good Karma Wrestling)

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