Netflix is starting to look interesting. I think it would be very bullish if their offer for WarnerBros went through, but apparently Trump plans to launch an "investigation" into Netflix since he's buddy buddy with the Ellison's.
That aside, the valuation has come down to \~32x forward earnings. Considering their moat, earnings growth, margins, returns on capital, I don't think it's unreasonable. I'm also bullish on the Netflix House concept, especially if they can get the IP from WarnerBros (GoT, DC, TLOU, etc.).
Also, would love to hear thoughts on the potential acquisition itself. It's hard to get a feel for it, some things point to Netflix and others point to Paramount. Markets on PM and Kalshi aren't liquid enough to give much insight, but based on those, Paramount is a slight favorite.