Emily Flippen
๐ค SpeakerAppearances Over Time
Podcast Appearances
As we mentioned, generally, M&A doesn't generally live up to the hype that is cultivated when deals are announced.
And I very often consider the reason why mergers fail is just because they don't have a clear why about why they wanted to merge in the first place.
Jason, when a company in your portfolio announces a deal like this, what's the first question you ask yourself to start evaluating if it's a good decision or not?
Dan, anything you want to add to Jason's checklist or potentially take off?
I guess it'll be interesting to see.
Time will tell if Netflix bid for Warner ultimately ends up landing shareholders in deep water of both companies.
But I think having a clear idea to evaluate deals for yourself as opposed to just taking management's word for it is really key to managing your own portfolio.
I can't wait to have you back on, Jason.
I'm marking the calendar five years from now, going to have you back on to reevaluate this.
Personally, I still think Netflix gets this deal.
I don't think Paramount shareholders or I don't think Warner Brothers shareholders go for it.
Either way, looking forward to finding out the answers to our questions.
Dan, Jason, thank you both so much for joining.
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