The CMCSA bid for WBD alongside Paramount and Netflix is facinating from a consolidation standpoint. With streaming wars reaching maturity, the strategic value of WBD's content libary becomes clearer. Your tracking of activism at STAA and GDEN shows how much presure boards are under when valuations don't reflect asset value. The sudden departures section continues to be a usefull leading indicator.
Indeed! Activist pressure combined with a more permissive regulatory environment has led to a much higher pace of deal making this year compared to the last two years. Investment banks focused on M&A are going to have a blockbuster year.
The CMCSA bid for WBD alongside Paramount and Netflix is facinating from a consolidation standpoint. With streaming wars reaching maturity, the strategic value of WBD's content libary becomes clearer. Your tracking of activism at STAA and GDEN shows how much presure boards are under when valuations don't reflect asset value. The sudden departures section continues to be a usefull leading indicator.
Indeed! Activist pressure combined with a more permissive regulatory environment has led to a much higher pace of deal making this year compared to the last two years. Investment banks focused on M&A are going to have a blockbuster year.