This Warner Bros Blowout is Getting Looney

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Paramount Skydance has launched a hostile, all-cash $108B offer for Warner Bros. Discovery against Netflix’s original $82.7B offer, taking its $30-per-share bid directly to shareholders. It’s the latest Succession-tier twist since Netflix appeared to have secured WBD's studio and streaming assets last week.

Here's the deal: Paramount's all-cash offer puts $17.6B more moolah in WBD shareholders' pockets compared to Netflix's stock-and-cash combo. The financing comes from Saudi Arabia's Public Investment Fund, Qatar Investment Authority, and (plot twist) Oracle CTO & Co-Founder Larry Ellison who is Paramount’s CEO’s DAD. All the financiers agreed to "forgo any governance rights" to dodge regulatory scrutiny.

So CEO David Ellison is betting a mountain of cash, and a friendly White House relationship can seal the deal. The whole affair has caught President Trump's eye, who declared he'd be "involved" in the decision. With his loyalties apparently changing based on who he last spoke with, the outcome is anyone's guess. Some people even think the result will be a divided Warner Bros. that’s split between Netflix & Paramount.

New FINRA Foundation research shows the pandemic-era flood of new investors has slowed significantly. The study also finds investors are growing more risk-averse, with only 8% willing to take substantial gambles, down from 12% in 2021.

Younger investors, apparently, didn't get the memo. A wild 62% of those under 35 feel they need to take big risks to hit their goals, turning to "finfluencers" for advice while piling into options and meme stocks. And where are those finfluencers? For 61% of the under-35 crowd, it’s YouTube.

Also, this guy is wild:

The personality split between generations is reshaping entire asset classes. While analysts are quite sure (they always are) that the retail boom is "here to stay," the Bank of International Settlements warns that this speculative energy is turning safe havens like gold into potential bubbles.

A lot can happen in a week!

Let’s take a quick look at who struck gold and who struck out since our last issue:

Broadcom (AVGO): +4.88%
NVIDIA Corporation (NVDA): +2.85%
Meta Platforms, Inc. (META): +2.09%
Microsoft Corporation (MSFT): +0.71%
Alphabet, Inc. (GOOGL): +0.34%

Eli Lilly and Company (LLY): -6.06%
Berkshire Hathaway Inc. (BRK.A): -2.83%
Amazon.com, Inc. (AMZN): -2.70%
Apple Inc. (AAPL): -1.68%
JPMorgan Chase & Co. (JPM): -0.75%

Analysis provided by ​altindex.com​.

Remember to always DYOR.

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Target price: $91.46

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Current price: $15.20
Target price: $17.91

That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.

Till next time,
— Brandon and Blake of Invested Inc.