This is the full video of my Stupid Succession livestream - with a detailed explainer of the current state of the Paramount/WBD acquisition deal.
In this video, I break down:
Why the Disney/Fox deal is a great case study for why Ellison’s deal will fail, even it’s allowed to close;
Why Larry Ellison doesn’t have the cash to close the deal;
The actual antitrust law governing the AG’s case;
The competing AG case from Iowa and Montana;
The odds for each of the potential outcomes in this case;
And who might swoop in to buy the WBD parts if the deal falls through.
If you’ve been wondering what’s actually going on withthe deal, want a factual breakdown of the actual law involved, and/or a complete handicap for all the potential outcomes in this ongoing saga, go no further, this video is for you.
Thank you to Eda, Neil S Braun, Ted Miller, Jon Giegengack and many others for tuning in live.
Join me for my next live video in the app.
Cheers.
ESHAP
